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Title

名字 *

姓名 *

Date of Birth

Tax File Number

Address

Suburb

State

Post Code

电话号码 *

电子邮件*

Spouse Name

Spouse Email

Spouse Email

Please tick the services required

Individual Tax Return

Return not necessary

PAYG withholding variation

Individual tax consulting

Property tax consulting

Business tax consulting

Please select the year that you require us to prepare for your tax return.

2015

2014

2013

2012

2011

2010

Private Home:

Rent

Own

Are you thinking to purchase your new home within the next 12 mo

Are you thinking to purchase a rental property within the next 1

Do you have a rental property(ies)?

Yes

No

Please tick the investments that you currently hold:

Shares

Managed Funds

Land

Other

(e.g. value, loan, ownership)

1. Are you thinking to establish your own self-managed super fund within the next 5 years?

Yes

No

2. Have you already had a SMSF?

Yes

No

(value, type of investment in SMSF)

1. Are you thinking to start a new business?

Yes

No

2. Are you running a business under your personal name?

Yes

No

3. Are you a beneficiary of a family trust?

Yes

No

4. Are you a shareholder of a private company?

Yes

No

(e.g. type of business, estimated turnover & expected profit)

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