Finance and equity

Loan Agreement (Lender)

Lend with confidence using an agreement that records the amount, interest, repayment schedule and what happens on default.

Frequently asked questions

What is a Loan Agreement (Lender)?

It is a legally binding contract for businesses lending money to another party, clarifying the loan terms and conditions and protecting the lender.

What terms does it cover?

It covers the loan term and interest rate, default interest and pre-payment, events of default, repayment terms, and restrictions and security provisions.

Can it be used for an R&D Tax Incentive claim?

Yes. It is suitable for documenting lending arrangements with associates of your company in support of a Research and Development Tax Incentive claim.

How is it different from the borrower version?

This version is drafted to protect the lender. The Loan Agreement (Borrower) is drafted from the borrower’s perspective.

Should I get legal advice?

We recommend talking to a lawyer if your circumstances are complex or you want the agreement tailored to your commercial requirements.

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