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It is important to document key aspects of your business from both a management and legal perspective. As a value added service to Australian small business, Australianbiz provides some business templates.

Click on your selection:

SMSF Investment Strategy
This template outlines a typical investment strategy for a self-managed superannuation fund that is in the accumulation phase. It also includes the new requirement for trustees to consider the need to hold insurances for members when formulating or reviewing the fund’s investment strategy.
Debt Recovery Procedures Checklist
This template outlines the 5 steps when contacting customers about an overdue debt, from a friendly reminder to a formal letter of demand, including examples of letters/emails to send to customers at each stage.
Work Communications Policy
A work communications policy is a set of fundamental rules for SME's to adopt internally to ensure that the quality of their communications is regulated. This document has been provided by Andreyev Lawyers (phone 1300 654 590).
Employment Contract
This template was updated in August 2016 by Louise Russo of Andreyev Lawyers. The document is a sample agreement of a general nature containing the essential clauses that need to be included in an employment contract including details under each clause. For employment and commercial law advice, contact Louise Craven on 1300 654 590.
Contractor Agreement
This template was updated in August 2016 by Louise Russo of Andreyev Lawyers. The document is a sample agreement of a general nature containing the essential clauses that need to be included in a contractor agreement including details under each clause. For employment and commercial law advice, contact Louise Craven on 1300 654 590.
Business Succession Planning Checklist
This document examines some of the important issues that need to be considered in the succession planning process and includes a succession planning template with relevant headings and supporting comments.
Sale of Business Agreement
This comprehensive template was prepared by Andrew Andreyev and Louise Craven of Andreyev Lawyers (phone 1300 654 590) and is current as at August 2016. The document details the essential clauses that need to be included in a sale of business agreement.
Business Purchase Review Checklist
This document contains a comprehensive checklist of the important issues that need to be considered when evaluating the purchase of a business, including personal factors, choice of structure, funding requirements, physical and industry requirements, marketing, staff, insurance, recordkeeping, and income tax & GST registrations.
Business Purchase Tax Checklist
This template was updated in November 2016 by Peter Bembrick, tax consulting partner at HLB Mann Judd (phone 02 9020 4000). It includes a comprehensive due diligence review of the major income tax, GST, structuring, capital gains tax and other tax issues associated with the purchase of either the assets of a business or the shares in a private company that operates the business.
Business Plan
This template contains a comprehensive outline of a business plan for a manufacturing, wholesale or retail business. Also included is a separate section that provides supporting comments for each clause. The information is also very useful for other types of businesses.
Finance Application
This template provides an outline of the essential clauses that need to be included in a finance application together with supporting comments and examples for each clause.
Shareholders/Partners Agreement
This template was prepared by Mark Davidson, a commercial law specialist with Paladin Law Pty Ltd (phone 02 9489 4065) and outlines in tabular form the critical issues that need to be documented in a shareholders agreement together with supporting comments. Also included are suggested clauses for many of these issues.


Disclaimer

This information is provided as a guide only and is not intended to constitute advice whether legal or professional. You should obtain appropriate advice concerning your particular circumstances.

Australianbiz and its representatives disclaim all liability for any loss or damage to any person or organisation, whether a user of this site or not, for the consequences of anything done or omitted to be done by any such person relying on this information.

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