Boutique commercial law firm · North Strathfield, Sydney 0493 118 980

Client resources

Spend the conference on advice, not data entry.

Download the questionnaire relevant to your matter, complete what you can and return it when Allenby Legal asks you to do so.

Before returning a questionnaire

Please allow us to complete a conflict check first. Completed forms may contain confidential information. Do not include passwords, PINs, tax file numbers, bank login credentials or credit-card details.

Word questionnaires: selecting a form downloads a .docx file to your device. Open the downloaded file in Microsoft Word or another compatible word processor.

Client questionnaire

Commercial contracts & agreements

Drafting, review and negotiation instructions covering scope, price, performance, liability, IP, confidentiality and termination.

Download Word questionnaire
Client questionnaire

Commercial disputes & debt recovery

Contract breaches, debt claims, chronology, evidence, quantum, notices, proceedings, deadlines and commercial objectives.

Download Word questionnaire
Client questionnaire

Tax disputes — ATO & Revenue NSW

Audits, assessments, objections, penalties, interest, collection and enforcement issues with key procedural deadlines.

Download Word questionnaire
Client questionnaire

Business purchase or sale

Commercial deal terms, assets, premises, employees, finance, IP, due diligence and completion.

Download Word questionnaire
Client questionnaire

Company, shareholders & succession

Company setup, ownership, governance, shareholder arrangements and buy/sell succession instructions.

Download Word questionnaire
Client questionnaire

Trusts & structuring

Discretionary or unit trust setup, deed review, amendment, foreign-person and control issues.

Download Word questionnaire
Client questionnaire

SMSF, finance & guarantees

LRBA, loan and security documents and independent guarantor-advice information.

Download Word questionnaire
Client questionnaire

Estate planning

Will, EPOA, Enduring Guardian, Advance Care Directive, superannuation, family and succession information.

Download Word questionnaire
Client questionnaire

NSW conveyancing

Residential purchase or sale details, finance, timing, inclusions, reports, tenancy and special issues.

Download Word questionnaire

How it works

Three simple steps.

  1. 01

    Complete the conflict check

    Contact us with the names of all people and entities involved before sending confidential information.

  2. 02

    Complete the relevant form

    Type into the Word document and answer what you can. It is fine to identify matters for discussion.

  3. 03

    Return the requested material

    After we confirm how to send it, provide the form and key supporting documents so advice can begin efficiently.

Clear next step

Need help choosing the right questionnaire?

Send a short summary of the issue, the outcome you want and any deadline. We will check whether we can act and confirm the next step.