Training program with an overseas partner
Education and training · Collaboration agreement
- Client
- A small Sydney consultancy planning a three-day training program in Australia with an overseas training company.
- Challenge
- The overseas company had agreed to most of the client's requests by email, yet almost none of those points appeared in the agreement. Because the client would collect the participants' fees, participants could claim refunds from her under the Australian Consumer Law, even if the problem lay with the overseas company. The plan to split profit 50:50 while running the program together could also have looked like a partnership.
- What we did
9 points
- Wrote the points already agreed by email into the agreement, including who would be responsible for what.
- Stopped either side from committing to non-refundable costs until the dates, minimum enrolments and visas were confirmed, except for costs both sides approved in writing, such as a venue deposit.
- Made the party at fault pay if the program was cancelled, with approved costs shared equally if neither side was at fault.
- Added an approved budget, receipts, payment within 30 days in both directions, a process for disputed figures, and a right for the client to deduct money owed to her from the partner's share.
- Added a clause confirming the arrangement is not a partnership, joint venture or agency.
- Required the certificates to state that they are issued by the overseas company and are not Australian accredited qualifications.
- Prevented the overseas company from approaching the client's own contacts directly for 12 months, limited to Australia.
- Chose NSW law, with negotiation and then mediation by video for any dispute, and made the English version prevail.
- Referred the GST, visa and insurance questions to her accountant, a registered migration agent and her broker.
- Outcome
- We sent the mark-up with a draft email the client could send to the overseas company, explaining each change in plain terms. The overseas company had offered to redraft the agreement itself, but we advised the client to send our version instead so that she kept control of the wording.
- What this shows
- Points agreed by email are safest once they are written into the agreement itself.

