Advisor Contract Template for Australia

1. Non-Compete: Restrictions on competing activities - include when protecting business interests is crucial

2. Non-Solicitation: Prevents solicitation of clients/employees - use when advisor will have significant client contact

3. Performance Metrics: Defines specific performance standards - include when measurable outcomes are required

4. Compliance with Specific Regulations: Additional regulatory requirements - include for regulated industries (e.g., financial services)

5. Data Protection: Detailed data handling requirements - include when significant personal data processing is involved

6. Force Majeure: Provisions for unforeseen circumstances - include when service continuity is critical

7. Dispute Resolution: Specific dispute resolution procedures - include when alternative dispute resolution is preferred

8. Succession Planning: Procedures for transition of services - include for long-term or critical advisory roles

1. Schedule 1 - Scope of Services: Detailed description of specific services, deliverables, and exclusions

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3 - Service Levels: Specific performance standards, response times, and quality metrics

4. Schedule 4 - Key Personnel: Details of key team members and their roles/responsibilities

5. Appendix A - Required Qualifications: List of required qualifications, certifications, and ongoing professional development requirements

6. Appendix B - Compliance Requirements: Specific regulatory or compliance requirements applicable to the services

7. Appendix C - Reporting Templates: Standard formats for required reports and documentation

8. Appendix D - Insurance Requirements: Detailed insurance requirements including types and coverage amounts