Your Name
*
First Name
Middle Name
Last Name
Your Date of Birth
*
-
Day
-
Month
Year
Date
Your Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What Best Describes Your Current Living Arrangements
*
Renting
Own With Mortgage
Own With No Mortgage
Other
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Next
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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
Other
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?
*
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?
*
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
Other
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
Do You Have A Partner?
*
Yes
No
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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
What Best Describes Your Current Living Arrangements
*
Renting
Own With Mortgage
Own With No Mortgage
Other
Partner's Phone Number
*
-
Partner's Email Address
*
example@example.com
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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
Other
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
*
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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
Other
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
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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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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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