Business Advisor Agreement Template (Australia)

For Australian companies engaging business advisors

$39.00 +GST

Free Download for COMPASS Members

Use this template to:
  • Record scope, deliverables, fees and term for advisory engagements;
  • Set clear terms on confidentiality, IP, conflicts and independence;
  • Keep optional equity subject to corporate approvals and separate documents;
  • Confirm the advisor holds no office or authority to bind.

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Page 8 of 8 of a Business Advisor Agreement, showing table of contents and agreement details.

About this Document

Use this template if you:
  • Are an Australian company engaging an independent strategic or commercial business advisor
  • Want to record the scope of advisory services, deliverables, fees and term in a structured agreement
  • Are considering optional equity compensation and need to keep any grant subject to corporate approvals and separate documentation
  • Need clear terms on confidentiality, intellectual property, conflicts and independence
It is suited to:
  • Australian companies engaging an independent strategic or commercial business advisor
  • Independent business advisors and consultants providing non-regulated strategic or commercial advice
  • Businesses that want to keep the relationship separate from director, employment or financial services engagements
What this template covers:
  • Appointment, role and term, including confirmation the advisor holds no office and has no authority to bind the company
  • Advisor obligations and the company’s cooperation and dependencies
  • Conflicts, independent judgment, conduct and limits on providing regulated advice
  • Scope, change control, delivery and acceptance of deliverables
  • Fees, invoicing, GST, suspension and optional cash or equity compensation
  • Intellectual property, confidentiality and privacy arrangements
  • Indemnities, liability, insurance, termination, transition, force majeure and dispute resolution
  • Schedules for agreement details, advisory services and compensation/equity, plus alternative execution options
You receive an editable Word document with placeholders for party details, services, deliverables, fees and dates, so you can tailor the agreement to each engagement. The template does not itself issue securities, appoint a director or satisfy Corporations Act 2001 (Cth) disclosure, shareholder approval or tax requirements, which must be addressed through separate approvals and grant documents. It is a practical, lawyer-drafted starting point, and complex, regulated or high-risk arrangements may still warrant tailored legal advice.

How To Use This Template

This template is a starting point, not a final document. It’s been drafted by Australian lawyers to be practical and flexible, but it still needs to be reviewed and tailored for your specific business, transaction and risk profile.

Before you use it, you should:

  • Complete all placeholders, bracketed items and optional fields;
  • Remove any drafting notes or clauses that aren’t relevant to your situation; and
  • Check that party names, entity details, dates, addresses, contact details and defined terms are accurate.

Make sure the template is consistent with your other documents and obligations – including any existing contracts, policies, procedures, website terms, privacy disclosures, regulatory requirements or internal governance documents. If anything conflicts, it should be resolved before you sign, issue, adopt or implement the document.

If you are using the template as an agreement, it should be reviewed and signed by all relevant parties in accordance with applicable law and your internal signing requirements. If you are using it as a policy, procedure, notice or compliance record, it should be approved and stored under your organisation’s normal document control processes.

This template is provided as general information only and is not legal advice. Complex, high‑value, highly regulated or cross‑border matters will usually require bespoke drafting. For anything outside a straightforward use case, we strongly recommend obtaining legal advice before relying on, signing or implementing this document.

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