Trademark License Agreement

A Trademark License Agreement can be useful if you are the owner of Trademark and you wish to enter into an arrangement with a commercial partner to

This is a comprehensive document for a person or company wanting to licence a trade mark for manufacture and sale of goods or services.

Application and features

Suitable for sale of goods or adaptable for services;
Suitable when either party is resident outside Australia;
Comprehensive provisions provide ideas for you to mould;
Real law in plain English.

Contents

Rights and responsibilities of the licensee;
Detailed definition of the territory in which the trade mark can be used;
Term or duration for which it can be used;
The quality of products to be marketed using the trade mark;
Infringement;
Sales and royalties;
Termination provisions;
The specific products used in relation to the trade mark;
And other usual legal provisions in plain English.

If you would like to purchase a Trademark License Agreement, simply click here:

Trademark License Agreement

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Discretionary trust: deed of settlement

If you would like to obtain access to a discretionary trust click here.

Discretionary trusts are one of the most flexible business and investment structures in Australia – they have the added benefit of a number of commercial and tax advantages. This comprehensive document is all you need to form your discretionary trust without the assistance of a lawyer.

This template “Deed of Settlement of a Discretionary Trust” allows a settler to provide finance (directly or indirectly) of varying degrees to benefit the maintenance and education of any one or more of the beneficiaries. Stamp Duty on Establishment of Discretionary Trust varies from state to state. It starts at as little as $20 in some areas and yet from $200 in other territories. Visit the State Revenue Office in your state to find out applicable stamp duty rates.

Application and features

Lasts for a maximum of 80 years (the same as any other Discretionary Trust) Settler may not be a beneficiary of the trust Suitable for use in all Australian territories and states;

Drawn in plain English;
Flexible – alternative paragraphs to suit peculiar needs;
Invaluable user notes to guide you through to successful execution;
Very comprehensive, covering all required legal and tax provisions;
Suitable for establishment of any size Trust;

Contents

Objects and Purpose of Trust;
Beneficiaries;
Income Distribution;
Manner of payment to a beneficiary;
Distribution of capital;
Appointment and removal of the Trustee;
Income and Capital;
Powers and remuneration of the Trustee;
Exercise of Powers and Discretions by the Trustee;
Financial Accounts, records and audit;
Investment of Trust Funds;
Winding up of Trust;
Resettlement;

A discretionary trust is one of the most common trust structures in use because of its flexibility and because it can be adapted to a wide variety of applications and is often and extremely tax effective method of protecting assets and investment income which may been acquired through the help of coaches from the https://nytimesmag.com/2023/08/01/kiana-danials-path-towards-becoming-a-leading-financial-literacy-coach/.

If you would like to obtain access to a discretionary trust click here.

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Terms and conditions sale of goods to business or consumers: short form

It is a very common occurrence in business that there is a need to draft a set of terms and conditions for sale of goods or services by a business to consumers. We have a template available which can be customized to suit your business. This document is called a Terms and conditions sale of goods to business or consumers: short form

Provides a critical framework to help safeguard your business. Includes all necessary provisions and complies with the Data Protection legislation. Suitable for all goods being sold within Australia, or overseas. If you trade over the Internet, use specific our e-commerce version – Terms and conditions sale of goods to business or consumers: short form.

About this document

This is a standard terms and conditions document for a manufacturer or merchant in any business selling goods of any sort where payment is not made over the Internet, but in some other way, such as by cheque, cash or bank transfer. The business may however, have a website – just that there shall be no e-commerce faciltity. This document is suitable for use within the UK or European Union or overseas.

Application and features

Standard, non-negotiable “terms and conditions”, intended to be drawn to the attention of customers or prospective customers by printing on the reverse of quotation form, printing in catalogue or on similar document;
Comprehensive, plain English document incorporating all the most usual provisions.
Incorporates necessary provisions of the Distance Selling Regulations, which may be removed or changed for sales to a business;
Cannot negate UK consumer protection legislation, but provides an essential framework to protect your business;
Includes comprehensive guidance notes.

Contents of this document:

When the contract is made;
Substitute goods;
When and how payment is made;
Delivery, home or abroad;
Goods returned procedure;
Import taxes of recipient (they pay!);
Returns;
Extensive disclaimers;
Appropriate legal provisions (warranties, exclusions, indemnities) to protect your interests.

To obtain this document simply click here:

Terms and conditions sale of goods to business or consumers: short form

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Website Terms and Conditions Templates

Website Terms and Conditions

Drafting appropriate website terms and conditions can be difficult. They need to be customized to your particular business situation and have regard for the exact regulatory environment which your business operates in and the particular legal status of the relationships which you have with customers. If you sell products directly online you will have a very different set of disclaimers and terms and conditions to what you will have if you provide services online or if your website is simply a system for generating leads and marketing rather than actually making sales or providing a product or service.

However, because of the increasingly online nature of almost all commerce in the modern world, it is essential that you are legally protected when you are working online so that you do not expose yourself to criticism, complaint, perhaps negative publicity and even law suits as a result of the complaints which you get because you do not have an effective set of terms and conditions in operation on your website. Also, to have a set of website terms and conditions professional drafted by a lawyer could literally cost tens of thousands of dollars. If you use an appropriate template, the cost of this could be cut significantly if you can give your lawyer something to work with so that they do not have to start from scratch. Many businesses also continuously update their website terms and conditions in order to ensure that they are continually compliant with the legislation in their industry and that the government regulators which investigate and punish those who do not comply will not come knocking at their door and demand to inspect their business operations. For all of these reasons, have good website terms and conditions is an essential tool in your business.

To obtain appropriate website terms and conditions for your business, we have a number of templates available here:

Website Terms and Conditions

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Employment contract: fixed term senior staff

Employment contract: fixed term senior staff

Senior Staff and management are essential to the running of any business. Having a contract which is suitably tailored for them is also essential to ensuring that your business is protected when you employ them. This is a standard, comprehensive employment contract for any fixed term, senior employee in any line of work. Its suitability for senior employees comes about because of the additional and broader provisions to cover intellectual property matters and other areas where a senior person may have scope to damage the business in the event of a dispute. Further it provides for a situation where the employment comes to an end at a certain date or upon the completion of a certain event rather than providing for continuing employment.

It does not seek to provide set minimum requirements allowed under any particular Act, but instead, provides a sound contract of employment under the common law system.

Further, this contract of employment opts out of recent changes to industrial law, especially the Workplace Relations Amendment (Work Choices) Act 2005 and other related legislation. The Minister for Employment once said, “… if you don’t like this Act you still have access to common law contracts”. This is one such common law contract. This document is suitable only if you are not interested in AWAs. It provides a comprehensive template for all part time employees. If you are after an AWA, you should go to the Office of Employment Advocate (OEA).

Application and features

Includes model disciplinary and grievance procedure;
Flexible – alternative paragraphs to suit your needs;
Suitable for any level of tradesman;
Invaluable explanatory notes;
Suitable for any size of business;
Written in plain English.

Contents

Trial period if required;
Alternative holiday arrangements;
Retirement;
Sickness, certification, sick pay;
Arrangements during notice period;
Summary termination;
Data protection;
Clear and comprehensive grievance and disciplinary procedures.

To obtain a standard employment contract for fixed term senior staff please click here:

Employment contract: fixed term senior staff

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Employment contract: admin

Employment contract: admin

Admin staff perform one of the essential functions of a business. Without accurate records, accounts and effective administration, most businesses simply cannot function effectively even if administration may be a little on the boring side of the possible business functions which a person can fulfill. We have a document available on this site which is a standard, comprehensive employment contract for any full time employee in an admin position within any type of business.

It does not seek to provide set minimum requirements allowed under any particular Act, but instead, provides a sound contract of employment under the common law system.

Further, this contract of employment opts out of recent changes to industrial law, especially the Workplace Relations Amendment (Work Choices) Act 2005 and other related legislation. The Minister for Employment once said, “… if you don’t like this Act you still have access to common law contracts”. This is one such common law contract. This document is suitable only if you are not interested in AWAs. It provides a comprehensive template for all part time employees. If you are after an AWA, you should go to the Office of Employment Advocate (OEA).

Application and features

Includes model disciplinary and grievance procedure
Flexible – alternative paragraphs to suit your needs
Suitable for any level of tradesman
Invaluable explanatory notes
Suitable for any size of business
Written in plain English

Contents

Trial period if required;
Alternative holiday arrangements;
Retirement;
Sickness, certification, sick pay;
Arrangements during notice period;
Summary termination;
Confidentiality;
Data protection;
Clear and comprehensive grievance and disciplinary procedures.

To obtain an employment contract suitable for admin staff click here:

Employment contract: admin

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Employment Law – Whistle Blower Policy

Having a whistle blower policy and whistleblower lawyer are essential elements to ensuring that you can effectively protect your organisation from the problems, which can occur as a result of not protecting whistle blowers or having whistle blowers release information in an uncontrolled way. There are a number of laws which protect employees who ‘blow the whistle’ in relation to matters such as occupation health and safety, the criminal law, some workplace relations matters in relation to discrimination at work and the other elements of the legal aspects of workplace rights. Usually, the intention of the laws on making of disclosures concerning workplace activities is to protect employees who profess from being subject to any detrimental or unfair treatment as a result.

This comprehensive policy sets out the terms on which your policy encourages staff to speak up, ensuring their views are listened to. If implemented inline with the explanatory notes, a whistleblowing policy can also prove useful as a risk management strategy – that is, a way to spot potential pitfalls before they happen.

We have devised a policy which aids compliance with your obligations under employment legislation a basis for workplace ethics and guidance within relevant legislation that ensures that all employees know the steps they must take if they encounter malpractice. The document is addressed to your staff, so that compliance really happens.

Application and features of this document

Covers a wide range of issues from criminal offences to the protection of the environment, endangerment of health & safety of any individual and deliberate concealment;

Doubles as a whistleblowing policy to prevent malpractice by staff and also as a risk management policy in that it could help to prevent larger scale mischief from happening;

Provides both you and your employees with an easy reference as to raising concerns in the workplace;

Document and explanatory notes in plain English.

Contents

Company statement;
Explanation of whistleblowing;
Named people responsible for implementing the policy;
Application to whom;
When to use the policy;
Who to report to;
Actions to be taken when making a disclosure;
Investigation of disclosure;
Confidentiality;
Protection and support for whistleblowers;
Corrective action and compliance;
Monitoring and review of policy.

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Assignment of copyright

If you are the owner of a piece of copyright, you may want to use a formal document to legally secure your rights in the process of the assignment of copyright. There are a number of standard templates available for this purpose. Copyright can take any form such as a book, film, software, e-book, radio program or virtually any original artistic creation which is capable of attracting rights under copyright law in Australia which is largely governed by a combination of the copy right legislation and the common law regarding the more specific elements of the law of copyright. In Australia, the system of copyright is administered by the IP Australia which also handles the trademark and patent administration system. These are the three major forms of intellectual property protection: trademark, patent and copyright. Although the task of administering copyright is quite minimal because of the lack of registration process in Australia.

The document which we have available on this site is suitable for the transfer of rights in copyright from one person (or company) to another. The copyright may be in any type of work – a book, an e-book, computer programme, a screenplay, painting, document, article and so on.

In English law, legal assignments of copyright must be in writing. (It is possible to have an equitable assignment that is not in writing, but this is not usually desirable because of the uncertainty which can be created as a result.)

Application and features

Written in plain English
Protects both parties

This agreement covers:

Payment: how, how much and when
Identification of the copyright work or creation
Dispute resolution
Succession and assignment
Representations and warranties
Appropriate legal provisions – warranties, exclusions, indemnities

If you would like to obtain a template to work from in relation to your assignment of copyright, all you need do is click here:

Assignment of Copyright

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Share sale agreement

Click here to purchase a Share sale agreement

In order to sell a partial interest in a private company, you need to sell the share interest in the company. The template we have available here allows the sale of a minority or majority stake in private company and it allows a price in cash or an assumed loan as part of package. There is also the potential for a penalty if first year profit fails, which is a feature that can be used to protect the buyer. It also contains full warranties which can be edited. The norm is that the buyer will provide the sale document. However, the seller can also gain the initiative in the negotiations by providing a document which they have had input into drafting. Naturally, a share sale agreement is a complicated document and there is no replacement for legal advice which is provided by a qualified and competant lawyer, however, providing this template to your lawyer can also ensure that your lawyer will not have to spend time drafting all of the documents manaully and in the long run, it can therefore save you money.

In the template that we have available, it is assume that the buyer is purchasing between 20% to 60% of the shares in conjunction with the possibility of arranging a loan facility or otherwise supporting the company. It is assumed that the Buyer wants the same level of protection as he would expect if he was buying the whole company. In this agreement, the warranties are given not only by the sellers of shares but also by those “staying in”. These features are placed in the document in order to give you the option of protecting your intersts to the greatest extent possible.

To get a share shale agreement template, all you need to do is click here:

Share sale agreement

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Insurance claim dispute template

If you have a dispute with a insurance company and insurance claim dispute template can assist you to prepare a letter to make your case to an ombudsman. Insurance and financial services ombudsman services have undergone some changes in the recent past. An Australian scheme named the Financial Ombudsman Service (FOS) began on 1 July 2008 following a merger between the Insurance Ombudsman Service (IOS), the Financial Industry Complaints Service (FICS) and the Banking and Financial Ombudsman Service (BFOS).

The Financial Ombudsman Service (FOS) is independent and accessible for dispute resolution services. It serves the interests of financial services consumers and is approved by the Australian Securities and Investments Commission. The appropriate time to contact the ombudsman is when an attempt has been made to resolve complaints directly with the insurance company but this is unresolved according to the guidelines and the only appropriate response is to take up the matter with the ombudsman. Most Insurance providers are supposed to have in place adequate internal dispute resolution services as well which are designed to resolve complaints. Assuming that the company is operating legally, if a complaint remains unresolved customers can then ask that their dispute be dealt with by the company’s Internal Dispute Resolution (IDR) process. All participating insurance companies have IDR processes and must provide customers with a final decision in writing within 15 business days of receiving any request to deal with the dispute.

If you have a question about an insurance claim dispute you can post your question to our lawyers who are available online now to answer your questions. We also have a suite a of documents available which can be useful when dealing with any legal aspects of an insurance claim. You can also contact our offices. Please click on the ‘contact us’ section of the website in order to find out more about how you can get in contact with us. If you would like to purchase an insurance claim dispute template please click here:

Insurance claim dispute : Referral to ombudsman

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