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Templates

Below is a range of useful templates for small and medium sized businesses prepared by leading industry experts. Included is a an employment contract and contractors agreement, business plan, finance application, sale of business agreement, business purchase review checklist, business purchase tax checklist and work communications policy.

Click on your selection:

Employment Contract
This employment agreement was prepared and is regularly updated by Louise Russo of Andreyev Lawyers (phone 1300 654 590). The document is a sample agreement containing the essential clauses that need to be included in an employment contract including supporting commments under each clause.
Contractor Agreement
This independent contractor agreement was prepared and is regularly updated by Louise Russo of Andreyev Lawyers (phone 1300 645 590). The document is a sample agreement containing the essential clauses that need to be included in a contractor agreement including supporting commments under each clause.
Business Purchase Tax Checklist
This template was updated in August 2018 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 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.
Sale of Business Agreement
This comprehensive template was prepared by Andrew Andreyev and Louise Craven of Andreyev Lawyers (phone 1300 654 590). The document details the essential clauses that need to be included in a sale of business agreement.
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.
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.
Marketing Plan
This template contains a comprehensive outline of a marketing plan tailored for small business owners. Included are guidance notes to assist in completing the marketing plan.
Debt Recovery Procedures Checklist
This debt recovery procedures 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.
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.
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).


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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.

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