Become a Client

Form

New Client Questionnaire

Your occupation type

Select your number of dependents

Do you maintain an Accounting Software?

Yes No

Do you employ people?

Yes No

Do you have a private health insurance?

Yes No

Do you trade cryptocurrencies?

Yes No

Do you work from Home?

Yes No

Do you receive distributions from trust/s?

Yes No

Do you have work related car travel?

Yes No

Do you receive distributions from a partnership?

Yes No

Do you have self education expenses?

Yes No

Have you made any personal pension contributions?

Yes No

Do you have foreign income?

Yes No

Do you work as a Subcontractor?

Yes No

Do you work in the Gig Economy (Uber, Uber Eats, Air Tasker, etc.)

Yes No

Do you run your own business as a Sole Trader

Yes No

Have you are GST Registered for your ABN?

Yes No

Do you have have work related expenses?

Yes No

Do you have a spouse?

Yes No

Do you have dependent children?

Yes No

Do you own shares, managed funds, investments, etc.?

Yes No

Are you a director or shareholder of a company?

Yes No

Do you have receipts for tax deductible donations?

Yes No

Do you have income protection insurance?

Yes No

Do you work as an employee?

Yes No

Do you own rental property or properties?

Yes No