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Business & Operations

The agreements and paperwork every business runs on.

• Service Agreement — Scope, payment terms and obligations between you and a client.
• Independent Contractor Agreement — Engage a contractor with clear deliverables and IP terms.
• Consulting Agreement — For advisory or consulting engagements, retainer or project-based.
• Partnership Agreement — Define ownership, contributions, profit split and exit between partners.
• Shareholders Agreement — Rights, share classes, decision-making and exit for company owners.
• Memorandum of Understanding (MOU) — A non-binding outline of intent before a formal contract.
• Mutual Non-Disclosure Agreement — Two-way confidentiality for discussing a deal or project.
• One-Way NDA — Protect your confidential information when sharing it with another party.
• Sale of Business Agreement — Terms for buying or selling a business and its assets.
• Supplier / Reseller Agreement — Supply, pricing and distribution terms with a partner.
• Statement of Work (SOW) — A detailed scope schedule that sits under a master agreement.
• Standard Operating Procedure (SOP) — Step-by-step process documentation for a repeatable task.
• Business Plan — A structured plan: model, market, operations and financial summary.

Legal & Disputes

Template letters and instruments for common legal situations.

• Letter of Demand — Formally request payment or action before escalating.
• Cease and Desist Letter — Demand that another party stop an infringing or harmful activity.
• Settlement Agreement — Record the terms of resolving a dispute between parties.
• Statutory Declaration — A formal written statement of fact in the Commonwealth/state form.
• General Power of Attorney — Authorise someone to act on financial/legal matters (general form).
• Debt Recovery Letter — A firm, staged reminder to recover an overdue debt.
• Release & Waiver — Waive claims in exchange for agreed consideration.
• Formal Complaint Letter — A structured complaint to a business, supplier or authority.
• Indemnity Letter — Allocate responsibility for a defined risk between parties.

Real Estate — Residential

Lettings, leasing and property-management paperwork.

• Residential Tenancy Agreement — A residential lease tailored to your state/territory tenancy laws.
• Rental Application Form — Collect applicant details, references and consent to screen.
• Property Condition Report — Room-by-room condition record for the start/end of a tenancy.
• Notice to Vacate / Termination Notice — Serve correct notice to end a tenancy on lawful grounds.
• Rent Increase Notice — Notify a rent increase with the required notice period.
• Property Management Agreement — Engage an agent to manage a rental property.
• Pet Agreement Addendum — Add agreed pet conditions to an existing lease.
• Tenant Reference Letter — A landlord/agent reference for a departing tenant.
• Bond Lodgement / Refund Letter — Document a bond claim or refund clearly.

Real Estate — Commercial

Commercial and retail leasing instruments.

• Commercial Lease Agreement — A commercial lease covering term, rent, outgoings and make-good.
• Retail Lease Disclosure Statement — Disclosure for a retail tenancy in the required form.
• Heads of Agreement (Commercial) — Outline the key lease/deal terms before formal documents.
• Licence to Occupy — Grant occupation rights without creating a lease.
• Sublease Agreement — Sublet part or all of leased commercial premises.
• Assignment of Lease — Transfer a lease to a new tenant with consent.
• Make-Good Schedule — Define the end-of-lease reinstatement obligations.
• Outgoings Statement — Itemise recoverable outgoings for a commercial tenancy.

Financial & Accounting

Invoices, loans and core accounting documents.

• Tax Invoice — A GST-compliant tax invoice with all required fields.
• Quote / Estimate — A professional quote with line items and terms.
• Purchase Order — Authorise a purchase with agreed quantities and pricing.
• Receipt — A clean payment receipt for goods or services.
• Credit Note — Issue a credit against a prior invoice.
• Loan Agreement — Record a loan: principal, interest, repayments and default.
• Promissory Note / IOU — A simple written promise to repay a defined sum.
• Payment Plan Agreement — Formalise instalment repayment of a debt.
• Director's Loan Agreement — Document a loan between a director and their company.
• Profit & Loss Template — A structured P&L layout for a period.
• Balance Sheet Template — Assets, liabilities and equity in a clean layout.

Budgets & Forecasting

Plan and project your money, personal or business.

• Personal / Household Budget — Income vs expenses with categories and savings targets.
• Small Business Budget — An annual operating budget with monthly breakdown.
• 12-Month Cash-Flow Forecast — Project inflows and outflows to spot shortfalls early.
• Startup Financial Model Summary — Headline assumptions, runway and break-even narrative.
• Break-Even Analysis — Work out the sales needed to cover your costs.
• Event / Project Budget — Line-item budget for a one-off event or project.
• Debt-Payoff Plan — A snowball/avalanche plan to clear debts on a timeline.
• Savings Goal Plan — A structured plan to reach a savings target by a date.

Trading & Investing

Process documents for traders and investors (general info only).

• Trading Plan — Your strategy, setups, rules and review cadence in writing.
• Risk Management Plan — Position sizing, max risk per trade and drawdown rules.
• Trading Journal Template — A structured log to record and review every trade.
• Investment Policy Statement (Personal) — Your own objectives, allocation and rebalancing rules.
• Position-Sizing Rules — A clear framework for sizing positions by risk.
• Crypto CGT Record-Keeping Log — Track buys/sells/disposals for capital-gains records.
• Portfolio Review Checklist — A repeatable quarterly portfolio review framework.

HR & Employment

Hiring, managing and offboarding staff correctly.

• Employment Contract — Full-time, part-time or casual, aligned to the Fair Work framework.
• Job Offer Letter — A clear offer with role, pay and start conditions.
• Position Description — Responsibilities, requirements and reporting lines.
• Workplace Policy — A policy on a chosen topic (WHS, leave, IT use, etc.).
• Code of Conduct — Behavioural standards and expectations for staff.
• Warning Letter — A formal, fair-process performance or conduct warning.
• Termination Letter — End employment with the correct notice and process.
• Redundancy Letter — Communicate a genuine redundancy with entitlements.
• Onboarding Checklist — Everything a new hire needs in their first weeks.
• Performance Review Template — A structured review with goals and ratings.

Estate Planning & Personal

Wills and personal-affairs documents (template + execution guide).

• Simple Will Kit — A straightforward will template with a step-by-step execution and witnessing guide.
• Letter of Wishes — Guidance to your executor that sits alongside your will.
• Executor Instructions — Practical instructions to help your executor administer your estate.
• Asset & Account Inventory — A consolidated record of assets, accounts and key contacts.
• Funeral Wishes — Record your preferences to relieve your family of guesswork.
• Enduring Power of Attorney (Info Template) — An information template to prepare for the proper state form.
• Advance Care Directive (Info Template) — Capture your care preferences ahead of the official form.

Sales & Marketing

Win-the-work documents that sell for you.

• Sales Proposal — A persuasive, well-structured proposal that closes.
• Pitch One-Pager — A single-page summary of your offer and value.
• Case Study — A problem → solution → result story with metrics.
• Partnership Proposal — Pitch a mutually beneficial partnership.
• Sponsorship Proposal — Approach sponsors with tiers and deliverables.
• Media Release — An AP-style press release for an announcement.
• Brand Guidelines Outline — Voice, tone and usage rules for your brand.

IP, Tech & Online

The agreements every website, app and creator business needs.

• Website Privacy Policy — An Australian Privacy Principles–aware policy for your site or app.
• Website Terms of Use — The rules governing how visitors use your website.
• SaaS Subscription Agreement — Subscription, uptime, data and billing terms for a software product.
• Software Licence Agreement — Licence your software with scope, restrictions and warranties.
• End User Licence Agreement (EULA) — The click-through licence for an app or downloadable software.
• IP Assignment Deed — Transfer ownership of copyright, designs or other IP between parties.
• Trademark Licence Agreement — Allow another party to use your brand under set conditions.
• Data Processing / Privacy Agreement — Set out how a supplier handles personal information you control.
• Influencer / Creator Agreement — Deliverables, usage rights, disclosure and payment for a campaign.
• Photo & Video Release — Permission to use someone’s image or footage in your content.
• Acceptable Use Policy — Define prohibited conduct on your platform or service.
• Beta Tester Agreement — Confidentiality and feedback terms for pre-release testers.

Family & Relationships

Personal-life documents — templates and guidance, not legal advice.

• Cohabitation / De Facto Agreement — Record how a couple holds property and finances while living together.
• Separation Agreement (Informal) — A written record of arrangements after a relationship ends.
• Parenting Plan — A non-binding plan for care, living arrangements and decisions for children.
• Child Travel Consent Letter — Authorise a child to travel with one parent or another adult.
• Binding Financial Agreement (Info Template) — A pre-/post-relationship financial template to prepare before getting independent legal advice.
• Family Loan Agreement — Put a loan between family members in writing to avoid disputes.
• Nanny / Babysitter Agreement — Hours, duties, pay and house rules for in-home child care.
• Flatmate / House-Sharing Agreement — Rent split, bills, bond and house rules between co-tenants.
• Pet Custody / Care Agreement — Agree who keeps and cares for a pet after a separation.

Construction & Trades

Paperwork for builders, tradies and home renovators.

• Small Works / Renovation Contract — A plain contract for a defined building or renovation job.
• Subcontractor Agreement — Engage a subcontractor with scope, rates and insurance terms.
• Trade Services Quote — An itemised, professional quote for a trade job.
• Variation Order — Record an agreed change to scope, price or timeline.
• Progress / Payment Claim — A staged payment claim referencing the agreed schedule.
• Defects & Rectification Letter — Notify and document defects to be made good.
• Safe Work Method Statement (SWMS) — A high-risk-work SWMS template aligned to WHS expectations.
• Site Induction Checklist — Brief workers and visitors on site safety before they start.
• Equipment / Plant Hire Agreement — Hire out tools, machinery or plant with clear terms.

Health, Care & NDIS

Client-facing documents for allied health, care and NDIS providers.

• NDIS Service Agreement — A participant service agreement covering supports, pricing and cancellation.
• Allied Health Client Agreement — Engagement terms for a clinic or sole-practitioner allied health service.
• Client Intake Form — Collect client details, history and goals at onboarding.
• Consent to Share Information — Authorise sharing of personal/health information with named parties.
• Telehealth Consent Form — Informed consent for video or phone consultations.
• Incident Report Form — A structured record of an incident for your safeguarding obligations.
• Privacy & Confidentiality Policy — A health-aware privacy policy for client information.
• Service Cancellation Policy — Set out notice periods and fees for missed appointments.

Motor, Goods & Property

Private sales, hire and transfers of vehicles and goods.

• Vehicle Sale Agreement — A private car sale contract with odometer, condition and "as is" terms.
• Bill of Sale / Car Sale Receipt — Proof of a private sale with parties, price and date.
• Boat / Caravan Sale Agreement — A private sale contract for a boat, caravan or trailer.
• Goods Loan Agreement — Lend equipment or goods with return and damage terms.
• Deed of Gift — Formally record a gift of money or property.
• Storage / Bailment Agreement — Terms for storing someone else’s goods.
• Statutory Declaration of Ownership — A formal declaration of ownership of an item or vehicle.

Events & Hospitality

Bookings, hire and supplier contracts for events.

• Event Booking Agreement — Confirm an event booking with deposit, dates and cancellation terms.
• Venue Hire Agreement — Hire out a venue with access, conduct and bond conditions.
• Catering Agreement — Menu, headcount, pricing and dietary terms for a catered event.
• Photography / Videography Contract — Coverage, deliverables, usage rights and payment for a shoot.
• Entertainer / Performer Agreement — Set time, fee, rider and cancellation terms for a performer.
• Stallholder / Vendor Agreement — Terms for a market or event stallholder.
• Event Cancellation Policy — Clear refund and reschedule rules for ticket-holders or clients.

Community & Not-for-Profit

Governance and admin for clubs, charities and associations.

• Volunteer Agreement — Set out a volunteer’s role, conduct and safety expectations.
• Committee Meeting Minutes — A clean, formal minutes template for a committee or board.
• AGM Notice & Agenda — Notify members and set the agenda for an annual general meeting.
• Membership Application Form — Collect member details and agreement to the rules.
• Conflict of Interest Declaration — Record a declared conflict for good governance.
• Grant Application / Acquittal — Structure a grant request or acquit funds already received.
• Code of Conduct (Members) — Behaviour standards for members and participants.

Education & Childcare

Enrolment, consent and engagement documents for educators.

• Tutoring Agreement — Sessions, rates, cancellation and conduct terms for tutoring.
• Enrolment Agreement — Enrolment terms, fees and policies for a course or service.
• Excursion / Activity Consent — Parent consent for an excursion, activity or outing.
• Photo & Media Consent (School) — Permission to photograph and use a student’s image.
• Student Code of Conduct — Expectations and behaviour standards for students.
• Workshop / Course Terms — Booking, payment and refund terms for a paid workshop.