EOFY Legal Templates Every Online Business Needs

June isn’t just about tax time, it’s also prime time for giving your legal foundations a glow-up.

Even as a lawyer, I block out a full day every EOFY to audit my contracts, policies, and templates. (Yep, even my own legal house needs dusting off sometimes.

A perfect opportunity to ask: what’s working, what’s missing, and what legal protection do you actually need to move confidently into FY26?

EOFY is not just a financial milestone, it’s a legal one too.

If you’ve made it this far into the year without updating your contracts, skipping key website policies, or still copy-pasting refund terms from someone else’s T&Cs... this is your nudge to finally sort it out.

Here’s a breakdown of the templates every business owner should have sorted by June 30, and why they matter:

1. Services Agreement: Stop scope creep and protect your payments

Whether you’re a coach, consultant, designer, or OBM, if you provide a service, this one is non-negotiable.

Stops scope creep with a clear Scope of Work clause
Ensures you’re paid on time (with late fee protections)
Covers cancellations, refunds, and dispute resolution

2. Website Terms + Privacy Policy: Legal must-haves for every site

Running an online business? These aren’t optional, they’re legally required.

Protect your site, your content, and your users
Ensures compliance with privacy laws (yes, even if you just have a newsletter opt-in)
Shields you from liability for external links, testimonials, and user behavior

3. Course or digital product terms

Selling anything downloadable, teachable, or scalable?

Protects your IP
Clarifies refund timelines + conditions
Outlines user responsibilities (and what they can’t do with your material)

4. Independent Contractor Agreement

If you hire a VA, podcast editor, or support pro, this protects both parties.

Covers deliverables, timelines, and ownership of work
Ensures IP doesn’t get muddled (a huge mistake we see often)
Provides clarity around termination and payments

5. Refund Policy Clause

Saying 'no refunds' without a proper clause is like yelling into the void. You need legal teeth behind your policies to avoid messy disputes and chargebacks.

To prevent confusion (or chargebacks)
To legally back up your stance (especially for digital products)
To align expectations early

How to choose what you actually need

If you're not sure what applies to you, start here:

If you...	You need...
Offer 1:1 services	Services Agreement
Sell courses, workshops, or digital downloads	Course Terms & Refund Policy
Collect emails or have a checkout	Website Terms + Privacy Policy
Work with contractors or freelancers	Contractor Agreement
License out templates, content, or IP	Licensing Agreement
Launch something with a biz bestie or affiliate	Collab Agreement

Still unsure? That’s exactly what our 2-minute quiz is for. No more second-guessing what’s legally required.

Bonus templates to consider

Collaboration Agreement – If you’re doing a live or digital offer with someone else, this protects who owns what, who does what, and how you split income. Even if it's a mate.
Licensing Agreement – Planning to let other people sell or use your content (like digital downloads or templates)? This spells out the terms of use and keeps your IP protected.
Course Terms & Conditions – Perfect for anyone selling digital products, programs, or memberships. These cover access rules, refund timelines, and IP usage so you're protected and professional.

These might feel like “extra” legal tools, but they often save the most time, stress, and awkward convos later.

EOFY is the best time to clean house, level up your foundations, and finally stop guessing.

Ready to lock down your legal stack before the EOFY clock runs out?

🎯 Take our 2-minute quiz to find exactly what your business needs
🛒 Snap up your templates while they’re 30% off
🎁 Spend $500+, and unlock 1 free month inside The Lounge for extra support

✨Protect your business. Protect your peace. Protect your future.✨

👉 Browse templates here

Your future business self will thank you for sorting your legal foundations now, not when you're knee-deep in a refund dispute or scrambling to fix dodgy contracts at 11pm.

Take the quiz, grab your templates while they're 30% off, and head into FY26 feeling sorted, protected, and damn professional.

***Disclaimer. Please read!!***

This article is for general information purposes only and should be used solely as general guidance. It does not and is not intended to represent legal advice or other professional advice.