Your Name
*
First Name
Middle Name
Last Name
Your Date of Birth
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Day
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Month
Year
Date
Your Address
*
Street Address
Street Address Line 2
City
State / Province
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Vietnam
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Yemen
Zambia
Zimbabwe
Other
Country
What Best Describes Your Current Living Arrangements
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Renting
Own With Mortgage
Own With No Mortgage
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Do You Have A My Gov Account?
*
Yes
No
Have You Linked The ATO To Your MyGov Account?
*
Yes
No
What Is Your Tax File Number?
*
Have You Completed A Household Budget?
*
Yes
No
Are You Currently Employed?
*
Yes
No
Job Title
*
Annual Salary (including Superannuation Guarantee)
*
Number of Hours Worked Per Week
*
What Best Describes Your Current Employment Situation?
*
Full time
Permanent part-time
Casual
Contractor
How Many Weeks Annual Leave Do You Have Accrued?
*
How Many Days Sick Leave Do You Have Accrued?
*
Are You A Director In Any Companies?
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Yes
No
Please provide the name of all companies for which you are a Director
*
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Do You Have Private Health Insurance?
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Yes
No
Do You Smoke?
*
Yes
No
How Would You Describe Your Health?
*
Excellent
Good
Average
Poor
Please provide the reasons why you indicated the above response
*
Have Your Completed A Will?
*
Yes
No
The Approximate Date Your Will Was Completed
*
-
Day
-
Month
Year
Date
Where Is Your Original Will Kept?
*
Who Are The Executors In Your Will (choose all that apply)?
*
My spouse
Brother and/or sister
Brother/sister in law
My parents/my spouse's parents
Other relative
Lawyer/Public Trustee
Does Your Will Include A Testamentary Trust?
*
Yes
No
Have You Completed A Power of Attorney?
*
Yes
No
Have You Completed An Enduring Guardian
*
Yes
No
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Next
Do You Have A Partner?
*
Yes
No
Partner Name
*
Prefix
First Name
Middle Name
Last Name
Partner Date of Birth
*
-
Day
-
Month
Year
Date
Is Your Partner's Address The Same As Yours?
*
Yes
No
Partner's Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
What Best Describes Your Current Living Arrangements
*
Renting
Own With Mortgage
Own With No Mortgage
Partner's Phone Number
*
-
Partner's Email Address
*
example@example.com
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Next
Does Your Partner Have A MyGov Account?
*
Yes
No
Has Your Partner Linked The ATO To Their MyGov Account?
*
Yes
No
What Is Your Partner's Tax File Number?
*
Is Your Partner Currently Employed?
*
Yes
No
Partner's Job Title
*
Partner's Annual Salary (including Superannuation Guarantee)
*
Partner's Number of Hours Worked Per Week
*
What Best Describes Your Partner's Current Employment Situation?
*
Full time
Permanent part-time
Casual
Contractor
How Many Weeks Annual Leave Does Your Partner Have Accrued?
*
How Many Days Sick Leave Does Your Partner Have Accrued?
*
Is Your Partner A Director In Any Companies?
*
Yes
No
Please provide the name of all companies for which your partner is a Director
*
Back
Next
Does Your Partner Have Private Health Insurance?
*
Yes
No
Does Your Partner Smoke?
*
Yes
No
How Would Your Partner Describe Their Health?
*
Excellent
Good
Average
Poor
Please provide the reasons why they indicated the above response
*
Has Your Partner Completed A Will?
*
Yes
No
Are Your Partner's Will Details The Same As Yours?
*
Yes
No
The Approximate Date Your Partner's Will Was Completed
*
-
Day
-
Month
Year
Date
Where Is Your Partner's Original Will Kept?
*
Who Are The Executors In Your Partner's Will (choose all that apply)?
*
My spouse
Brother and/or sister
Brother/sister in law
My parents/my spouse's parents
Other relative
Lawyer/Public Trustee
Does Your Partner's Will Include A Testamentary Trust?
*
Yes
No
Has Your Partner Completed A Power of Attorney?
*
Yes
No
Has Your Partner Completed An Enduring Guardian?
*
Yes
No
Do You And Your Partner (if applicable) Have Any Children?
*
Yes
No
Back
Next
Child 1 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 1 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 1 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 1 Child?
*
Yes
No
Child 2 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 2 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 2 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 2 Children?
*
Yes
No
Child 3 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 3 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 3 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 3 Children?
*
Yes
No
Child 4 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 4 Date of Birth
-
Day
-
Month
Year
Date
Who Is Child 4 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 4 Children?
*
Yes
No
Child 5 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 5 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 5 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 5 Children?
*
Yes
No
Child 6 Name
*
Mr
Miss
Prefix
First Name
Middle Name
Last Name
Child 6 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 6 Related To?
*
You
Your partner
Both of us
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Next
Have you already provided copies of documents confirming your personal financial details (i.e. investment and/or superannuation statements, mortgage/loan statements, payslips, prior year tax returns, your household budget etc.)?
*
Yes
No
Please upload all relevant documents using the button below.
*
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