• Service Request Form

  • This form allows you to save your progress. Simply click 'Save' to receive a link in your email, allowing you to return and complete your submission at your convenience.

  • Format: 0000 000 000.
  • How did you hear about us?*
  • Your details*
  • Do you have a partner or spouse?
  • Partner's details*
  • Do you have any children?
  • Children's details*
  • Are you enquiring about an individual/multiple individuals?*
  • Are you enquiring about your entity/entities?*
  • Do you have a current accountant?*
  • Are you happy for us to contact your current accountant?
  • Individual details*
  • Entity details*
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    • INTRODUCTORY SESSION WITH CONNIE LU FOR ACCOUNTING ENQUIRIES 

    • Book a Free Introductory Session with Connie Lu at the link below:

      https://hatcheradvisory-meeting.as.me/schedule/b07962fe/appointment/54591130/calendar/10125750?appointmentTypeIds%5B%5D=54591130

    • Upload:

      1. Individual Tax Return (each individual)

      2. Entity Financials (each entity)

      3. Entity Tax Return (each entity)

      4. Provide access to your Bookkeeping file, e.g., Xero, MYOB, or QB (required if you are seeking assistance with bookkeeping)

      It is optional to upload your financial information. If you do, I will review your financials before the meeting and be able to provide value add tailored strategy and solutions.

      Alternatively, you can share access to your current financials with review@hatcher.com.au

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    • INTRODUCTORY SESSION WITH VLADIMIR VARAS FOR SMSF ENQUIRIES 

    • Book a Free Introductory Session with Vladimir Varas at the link below:

      https://hatcheradvisory-meeting.as.me/schedule/b07962fe?categories%5B%5D=SMSF+Tax+Return+Review

    • Upload:

      1. SMSF Financials and Tax return

      2. Audit report

      3. Management Letter

      4. Trust deed

      It is optional to upload your financial information. If you do, I will review your financials before the meeting and be able to provide value add tailored strategy and solutions.

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    • INTRODUCTORY SESSION WITH OUR SENIOR BUSINESS ADVISOR 

    • Book a Free Introductory Session with our Senior Business Advisor at the link below:

      https://hatcheradvisory-meeting.as.me/schedule/b07962fe/appointment/79575436/calendar/12246448?categories[]=Senior%20Business%20Advisor%20-%20Introductory%20Free

    • Upload:

      1. Balance Sheet (Current year + previous year) in excel format

      2. Profit & loss statement (current year + previous year) in excel format

      3. Profit & loss statement (current year monthly) in excel format

      It is optional to upload your financial information. If you do, I will review your financials before the meeting and be able to provide value add tailored strategy and solutions.

      Alternatively, you can share access to your current financials with review@hatcher.com.au

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    • LINK TO COMPLETE SMSF SETUP FORM 

    • Please complete the SMSF Setup form at the link below:

      https://setupmysmsf.com/hatcher/

    • NEW ENTITY SETUP - INFORMATION 
    • Would you like to engage Hatcher Advisory as your tax agent?*
    • DIRECTORS OF THE COMPANY/CORPORATE TRUSTEE - PLEASE ADD ALL DIRECTORS 
    • Directors' details*
    • SHAREHOLDERS - PLEASE LIST ANY NON-DIRECTOR SHAREHOLDERS  
    • Are there any shareholders who are not directors?
    • Non-director Shareholder 1 type*
    • Add non-director Shareholder 2?
    • Non-director Shareholder 2 type*
    • Add non-director Shareholder 3?
    • Non-director Shareholder 3 type*
    • Add more non-director shareholders?*
    • Non-director shareholder 1 details*
    • Director's details*
    • Trustee type (non-director shareholder 1)
    • Individual trustee details (non-director shareholder 1)*
    • Corporate trustee details (non-director shareholder 1)*
    • Details of trustee's directors*
    • Non-director shareholder 2 details*
    • Director's details*
    • Trustee type (non-director shareholder 2)
    • Individual trustee details (non-director shareholder 2)*
    • Corporate trustee details (non-director shareholder 2)*
    • Details of trustee's directors*
    • Non-director shareholder 3 details*
    • Director's details*
    • Trustee type (non-director shareholder 3)
    • Individual trustee details (non-director shareholder 3)*
    • Corporate trustee details (non-director shareholder 3)*
    • Details of trustee's directors*
    • BENEFICIARIES/UNITHOLDERS/PARTNERS  

    • Please add all:

      • Beneficiaries if you are setting up a discretionary trust (Normally exclude Children here, as they are automatically included as secondary beneficiaries).
      • Unitholders if you are setting up a unit trust
      • Partners if you are setting up a partnership
    • Beneficiary 1 type*
    • Unitholder 1 type (if you're setting up a Unit Trust) or Partner 1 type (if you're setting up a Partnership)*
    • Add beneficiary/unitholder/partner 2?
    • Beneficiary 2 type*
    • Unitholder 2 type (if you're setting up a Unit Trust) or Partner 2 type (if you're setting up a Partnership)*
    • Add beneficiary/unitholder/partner 3?
    • Beneficiary 3 type*
    • Unitholder 3 type (if you're setting up a Unit Trust) or Partner 3 type (if you're setting up a Partnership)*
    • Add more unitholder/beneficiary/partner?
    • Individual details (Beneficiary/Unitholder/Partner 1)*

    • Please add all directors of the company acting as Beneficiary/Unitholder/Partner

    • Directors' details*
    • Trustee Type Unitholder/Partner 1*
    • Individual trustee details (Unitholder/Partner 1)*
    • Corporate trustee details (Unitholder/Partner 1)*
    • Details of trustee's directors*
    • Individual details (Beneficiary/Unitholder/Partner 2)*

    • Please add all directors of the company acting as Beneficiary/Unitholder/Partner

    • Directors' details*
    • Trustee Type Unitholder/Partner 2*
    • Individual trustee details (Unitholder/Partner 2)*
    • Corporate trustee details (Unitholder/Partner 2)*
    • Details of trustee's directors*
    • Individual details (Beneficiary/Unitholder/Partner 3)*

    • Please add all directors of the company acting as Beneficiary/Unitholder/Partner

    • Directors' details*
    • Trustee Type Unitholder/Partner 3*
    • Individual trustee details (Unitholder/Partner 3)*
    • Corporate trustee details (Unitholder/Partner 3)*
    • Details of trustee's directors*
    • TRUST ONLY SETUPS - TRUSTEE INFORMATION 
    • Trustee type

    • Please add all directors of the trustee company.

    • Add director 2?
    • Add more directors?
    • TRUST/COMPANY/PARTNERSHIP ACTIVITY DETAILS 
    • Purpose of the new entity*
    • Main Business activity*
    • GST REGISTRATION REQUIREMENTS 
    • Would you like us to register your entity for GST?*
    • Is the annual turnover $150,000 or more?*
    • Is the annual GST turnover projected to reach $75,000 or more in the next 12 months?*
    • Is the entity a non-profit organization?*
    • Does the business provide taxi, limousine, or ride-sourcing services (e.g., Uber)?*
    • Does the entity intend to claim fuel tax credits?*
    • Would you like to seek further advice from Hatcher about the GST registration requirements?*
    • PAYROLL QUESTIONS 
    • Will the new entity have payroll?*
    • Would you like Hatcher to register your entity for PAYG withholding?
    • Would you like Hatcher to handle the Payroll Tax registration for your entity?
    • Are you required to register as an employer of working holiday makers?*
    • WORKCOVER INSURANCE REGISTRATION REQUIREMENT 
    • Would you like us to register for Workcover insurance?*
    • BUSINESS NAME REGISTRATION INFORMATION 
    • Would you like to register a Business Name for your entity?*
    • Do you plan to transfer the Business Name to another entity immediately after registration?*
    • BARE TRUST SETUP - INFORMATION 
    • SMSF Member 1 Date of Birth*
       - -
      2 digit day, 2 digit month, 4 digit year
    • Add Member 2?*
    • SMSF Member 2 Date of Birth*
       - -
      2 digit day, 2 digit month, 4 digit year
    • Add more members?*
    • ACCOUNTANCY LETTER - INFORMATION 
    • PRICE 

    • PAYMENT AMOUNT*

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    • Thank you for your enquiry. We look forward to speaking with you soon.

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