Commercial contracts & agreements
Drafting, review and negotiation instructions covering scope, price, performance, liability, IP, confidentiality and termination.
Download Word (.docx) ↓Client questionnaires
Download a Word questionnaire for your matter. Please contact us for a conflict check before returning a completed form.
Commercial disputes & debt recovery
Contract breaches, debt claims, chronology, evidence, quantum, notices, proceedings, deadlines and commercial objectives.
Download Word (.docx) ↓Tax disputes — ATO & Revenue NSW
ATO, land tax and payroll tax objections, audits, assessments, penalties, interest and payment issues, with the relevant correspondence and deadlines.
Download Word (.docx) ↓Business purchase or sale
Commercial deal terms, assets, premises, employees, finance, IP, due diligence and completion.
Download Word (.docx) ↓Company, shareholders & succession
Company setup, ownership, governance, shareholder arrangements and buy/sell succession instructions.
Download Word (.docx) ↓Trusts & structuring
Discretionary or unit trust setup, deed review, amendment, foreign-person and control issues.
Download Word (.docx) ↓SMSF, finance & guarantees
LRBA, loan and security documents and independent guarantor-advice information.
Download Word (.docx) ↓Estate planning
Will, EPOA, Enduring Guardian, Advance Care Directive, superannuation, family and succession information.
Download Word (.docx) ↓NSW conveyancing
Residential purchase or sale details, finance, timing, inclusions, reports, tenancy and special issues.
Download Word (.docx) ↓No matches. Try a broader term or clear the search to see all entries.
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.
How it works
Three simple steps
- 01
Complete the conflict check
Contact us with the names of all people and entities involved before sending confidential information.
- 02
Complete the relevant form
Type into the Word document and answer what you can. It is fine to identify matters for discussion.
- 03
Return the requested material
After we confirm how to send it, provide the form and key supporting documents so advice can begin efficiently.
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.