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Guide

How to prepare a franchise disclosure document

The disclosure document is the most scrutinised thing you give a prospective franchisee. Getting it right protects your franchisees, your reputation and you.

EH

Eliza Harding

Senior Content Analyst · B.Bus (Accounting), 9 years in franchise research

Legally reviewed by James Whitmore. Last updated 23 September 2026 · 9 min read.

What is a franchise disclosure document?

A franchise disclosure document is the standardised document a franchisor must give a prospective franchisee, with the agreement and a copy of the Code, at least 14 days before the franchisor can sign the agreement with them. Its format and contents are set by Schedule 1 of the Franchising Code of Conduct, covering the franchisor's business and finances, all costs and fees, supply and rebate arrangements, current and former franchisee details, litigation history, and any earnings information. It must be kept current and confirmed annually.

Think of it as the evidence a serious buyer and their lawyer will test. Vague, incomplete or out-of-date disclosure is both a compliance risk and a red flag that costs you good candidates.

What Schedule 1 requires you to disclose

  • The franchisor's details, business experience and a signed solvency statement, with two years of financial reports or an independent audit.
  • All establishment and ongoing costs and fees, and any costs that may be payable later.
  • Supply arrangements, restrictions, and any rebates or financial benefits you receive from suppliers.
  • Current franchisee numbers and contacts, and former franchisees (transfers, closures, terminations) over the relevant period, with contacts.
  • Litigation and relevant legal proceedings.
  • Significant capital expenditure franchisees may be required to make.
  • Marketing or specific-purpose fund details (with the post-November-2025 requirements).
  • Earnings information, if you choose to give it, with accuracy statements.

Timing and updates

  • Give the Information Statement first, then the disclosure document, agreement and Code at least 14 days before signing.
  • Keep the document current, and confirm and update it annually.
  • Provide an updated copy on a franchisee's reasonable request (for example before renewal).
  • Disclose materially relevant facts as they arise, generally within 14 days.

Common mistakes to avoid

  • Thin former-franchisee disclosure that hides churn, buyers will notice, and it breaches the Code.
  • Out-of-date financials or a missing solvency statement.
  • Undisclosed supplier rebates or supply restrictions.
  • Earnings figures with no reasonable basis or missing accuracy statements.
  • Letting the register profile and the disclosure document drift out of sync.
Have a franchise lawyer prepare and annually review your disclosure document. It is not a template to fill in once, it is a living compliance record.

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Frequently asked questions

When must I give a franchisee the disclosure document?

The information statement comes first, no later than 7 days after a prospective franchisee formally applies or expresses interest. Then give the disclosure document with the proposed agreement and a copy of the Code; you can't sign the agreement until 14 days after they receive them, and any payment made in that period must be refunded within 14 days if requested in writing.

Do I have to disclose former franchisees?

Yes. Schedule 1 requires details of former franchisees, including transfers, closures and terminations over the relevant period, with contact details. Prospective buyers rely on this to assess churn.

Is earnings information compulsory in the disclosure document?

No, it is optional. But if you provide it, the Code requires a reasonable basis and accuracy statements. Unsupported income claims attract ACCC enforcement.

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FranchiseScope provides general information, not financial or legal advice. Always read the disclosure document and obtain independent advice before signing.