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Franchise agreement review checklist

Franchise agreements are governed by the Franchising Code of Conduct and carry heavy disclosure and good-faith obligations. This checklist walks through a franchisee-side review.

In short

This is a 12-step checklist for reviewing an Australian franchise agreement. It covers the Franchising Code disclosure requirements, cooling off, fees, territory, marketing fund, and end-of-term rights.

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12-step checklist

The checklist

1

Confirm disclosure document provided

Confirm the Information Statement and Disclosure Document were provided at least 14 days before signing.

Franchising Code of Conduct cl 9
2

Check cooling-off period

Confirm the franchisee has 14 days after signing to terminate and recover deposits.

Franchising Code of Conduct cl 26
3

Review fees and payments

Check upfront fees, royalties, marketing fund contributions, and any other recurring payments.

4

Check territory and exclusivity

Confirm the territory, exclusivity rights, and any reserved rights for the franchisor.

5

Review operations manual rights

Check the franchisor's right to change the operations manual and the impact on the franchisee.

6

Check supply arrangements

Review any exclusive supply, approved supplier, or rebate arrangements.

7

Review marketing fund

Check marketing fund contributions, use, and annual reporting obligations.

Franchising Code of Conduct cl 31
8

Check transfer and assignment

Review the franchisee's right to transfer and the franchisor consent conditions.

9

Review termination rights

Check termination for breach, special circumstances, and the notice requirements.

Franchising Code of Conduct cls 28-29
10

Check end-of-term and renewal

Review rights at end of term, any renewal option, and goodwill treatment.

11

Review restraints of trade

Check post-term restraints — scope, duration, and enforceability.

12

Check dispute resolution

Confirm the dispute resolution pathway and access to the Franchising Mediation Adviser.

Franchising Code of Conduct cl 40
When to use

When this checklist applies

Use this checklist when acting for a prospective franchisee reviewing a new franchise agreement or a renewal.

Common pitfalls

  • Franchisor changing the operations manual to add unilateral fees
  • Marketing fund without financial transparency
  • Overbroad end-of-term restraints
  • Missing good faith obligations under the Code
  • Incomplete disclosure document not picked up before signing
Use with Quillio

Run this checklist on a real matter

Quillio reviews franchise agreements against the Franchising Code and flags unfair terms. See /practice-areas/commercial-lawyers or start a free trial.

This checklist is a general guide. Franchise agreements are heavily regulated — always recommend independent financial advice to the franchisee.

Use this checklist on your matter.

Quillio can run this checklist on a specific NSW conveyancing matter — confirm each item, calculate adjustments, and generate the supporting documents. The free trial requires no credit card.

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