Bell Partners - Newcastle

1

I need help with* This field is required.

Financial Accounting & Compliance

Advisory & Consulting

Auditing & Assurance

Risk & Corporate Finance

Outsourcing & Support

Investment Portfolio Management

2

Are you seeking business taxation assistance?* This field is required.

YESNO

3

What is your primary objective?* This field is required.

4

Are you currently a trustee of your own SMSF?* This field is required.

YESNO

5

How much in combined superannuation do you & your partner/spouse have?* This field is required.

Less than $300,000

$300,000 - $500,000

More than $500,000

6

What business structure do you operate your business?* This field is required.

Company

Trust

Partnership

Sole Trader

7

What specific services are you seeking support?* This field is required.

Booking & Payroll

Statutory lodgement compliance

Internal/Virtual CFO services

Other

8

What is your estimated Business Revenue?* This field is required.

Less than $200k/year

Between $200k - $1m/year

$1m - $5m/year

$5 million + / year

9

Has your business been operating for more than 12 months?* This field is required.

YESNO

10

Do you have multiple businesses/entities?* This field is required.

YESNO

11

Are you up to date with all of your ATO & employer obligations?* This field is required.

YESNO

12

What elements of tax debts are still overdue?* This field is required.

BAS/GST

FBT

SGC

Income Tax

13

How much is currently overdue?* This field is required.

14

How much do you currently have in personal & business assets?* This field is required.

Less than $100k

Between $100k - $1m

$1m - $20m

$20 million +

15

I am looking for advisors that can partner with me to achieve* This field is required.

Business Improvement

Tax Minimisation Strategies

Business Restructuring

Business Succession Plan

16

What are the major concerns currently in your business?* This field is required.

17

Do you have an organisation chart of all your connected entities and key stakeholders?* This field is required.

YESNO

18

What timeframe do you have in mind to exit?* This field is required.

19

Please enter your Name* This field is required.

First Name

Last Name

20

Please enter your Email* This field is required.

example@example.com

21

Please enter your Company Name* This field is required.

22

Please enter Phone Number* This field is required.

Area Code

Phone Number