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.
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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.
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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.
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Checklists
Checklist – Individual Tax Return
Use this checklist for information required for your individual taxation return.
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Checklist – Rental property
Use this checklist if you have a rental property for information required for your individual taxation return.