New Client Form

New Client Form - Trust

If the Trustee is a Company the New Client Form - Company should also be completed and all Directors should also complete a New Client Form - Individual
Trust Name
Trading Name (if different)
Trustee
Trust ABN
Trust Tax File Number
What Does Your Trust Do?
Address

Street Address

Street Address Line 2

CityState

Post Code
Postal Address (if different)

Postal Address

Postal Address Line 2

CityState

Post Code
Contact - Name

First NameLast Name
Contact - Phone Number
Please enter a valid phone number.
Contact - Email
example@example.com
Are you Registered for GST?

YesNo
Engagement Requirements

BASTax ReturnPayrollSuperannuationTPARFinancial StatementsASIC Management
BAS Lodgement (if BAS Lodgement Required)

MonthlyMonthly (Payroll only)QuarterlyAnnual
Directors
Director 1 blanks Director ID blank
Director 2 blanks Director ID blank
Director 3 blanks Director ID blank
Director 4 blanks Director ID blank
Shareholders
ShareholderFirst Name   Last Name   No. Shares & Classblank
ShareholderFirst Name   Last Name   No. Shares & Classblank
ShareholderFirst Name   Last Name   No. Shares & Classblank
ShareholderFirst Name   Last Name   No. Shares & Classblank
Company Bank Account Details

For ATO Refunds (if applicable)
Bank Account Name
Bank
BSB
Account Number
Previous Accountant

First NameLast Name
Previous Accountant Firm
example@example.com
Previous Accountant Email
example@example.com
Should be Empty:

New Client Form - Trust