Forms & checklists

Client Forms and Checklists

 

Forms


Client details form – Individual

Use this form if you are a new individual client.
This form will obtain the information we need for setting you up as our client.

 


Client details form – Entity

Use this form if you are a new Company/Partnership/Trust/Estate client.
This form will obtain the information we need for setting the entity up as our client.

 


Client details form – Self-Managed Super Fund

Use this form if you are a new SMSF client.
This form will obtain the information we need for setting the SMSF up as our client.

 

Checklists


Checklist – Individual Tax Return

Use this checklist for information required for your individual taxation return.

 


Checklist – Rental property

Use this checklist if you have a rental property for information required for your individual taxation return.