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Forwarding Letter for Australia

Forwarding Letter Template for Australia

A Forwarding Letter is a formal business document used in Australian jurisdictions to accompany and introduce other documents being transmitted to a recipient. It serves as an official cover letter that identifies the sender, recipient, enclosed materials, and any required actions. The document follows Australian business communication standards and may need to comply with various regulatory requirements, particularly when dealing with government agencies or when transmitting legal or financial documents. It can be used in both physical and electronic format, subject to the Electronic Transactions Act 1999.

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What is a Forwarding Letter?

The Forwarding Letter is an essential business communication tool used extensively in Australian business and legal contexts. It is employed when documents need to be formally transmitted between parties, providing a clear record of what was sent, when it was sent, and any actions required from the recipient. This document type is particularly important in maintaining proper business records and ensuring clear communication channels in formal correspondence. The Forwarding Letter must comply with Australian business communication standards and may need to adhere to specific regulatory requirements depending on the nature of the enclosed documents. It can be used in various contexts, from simple document transmissions to complex multi-party communications, and can be adapted for both physical and electronic delivery methods.

What sections should be included in a Forwarding Letter?

1. Letterhead and Date: Company letterhead with full contact details and current date

2. Recipient Details: Full name, title, and address of the recipient

3. Reference Line: Subject line or reference number for the correspondence

4. Salutation: Professional greeting to the recipient

5. Purpose Statement: Clear statement of why the letter and enclosed documents are being sent

6. List of Enclosures: Detailed list of all documents being forwarded

7. Action Required: Clear statement of any actions required from the recipient

8. Closing: Professional closing statement, signature block, and sender's details

What sections are optional to include in a Forwarding Letter?

1. Urgency Notice: Used when enclosed documents require immediate attention or have specific deadlines

2. Confidentiality Statement: Added when forwarding sensitive or confidential materials

3. Return Instructions: Include when documents need to be returned or specific handling is required

4. Copy Recipients: List of other parties receiving copies, if applicable

5. Additional Contact Information: Alternative contact details for queries or follow-up

What schedules should be included in a Forwarding Letter?

1. Document Checklist: Detailed inventory of all enclosed documents with any relevant reference numbers

2. Delivery Instructions: Special handling or delivery requirements for enclosed materials

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Australia

Publisher

Genie AI

Document Type

Service Letter

Sector

Cost

Free to use
Relevant legal definitions















Clauses












Relevant Industries

Legal Services

Financial Services

Professional Services

Government and Public Sector

Healthcare

Education

Manufacturing

Real Estate

Construction

Transportation and Logistics

Insurance

Banking

Consulting

Relevant Teams

Administration

Legal

Compliance

Operations

Corporate Secretariat

Document Control

Records Management

Client Services

Business Support

Executive Office

Relevant Roles

Administrative Assistant

Office Manager

Executive Assistant

Legal Secretary

Compliance Officer

Document Controller

Records Manager

Corporate Secretary

Legal Counsel

Business Manager

Operations Manager

Project Coordinator

Contract Administrator

Client Services Manager

Department Head

Director

CEO

CFO

General Counsel

Industries





Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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