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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.