Service Request Form

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.
Full Name*

First NameLast Name
Email*
example@example.com
Business Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
What state are you residing in?
What is your primary goal?*
If your goal is not listed above, please specify here.*
Besides the entity setup, do you have any other secondary goals?*
Do you have a secondary goal?*
If your secondary goal is not listed above, please specify here.*
How did you hear about us?*

Existing client referralAnother professional's referral (e.g. lawyer, banker, broker)Friend or family referralGoogle or online searchLinkedInOur websiteSeminar / Webinar / Industry eventIndustry association or directorySocial Media (Facebook, Instagram, YouTube)Newspaper / Magazine / Radio / PodcastEmail newsletterOther
Are you enquiring about an individual/multiple individuals?*

YesNo
Are you enquiring about your entity/entities?*

YesNo
Who is your Hatcher Advisory's Accountant?*

How many individuals are you enquiring for?*
Individual Name 1*

First NameLast Name
Individual Name 2*

First NameLast Name
Individual Name 3*

First NameLast Name
Individual Name 4*

First NameLast Name
Individual Name 5*

First NameLast Name

How many entities are you enquiring for?*
Entity Name 1*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 2*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 3*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 4*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 5*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 6*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 7*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 8*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 9*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 10*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 11*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 12*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 13*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 14*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 15*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 16*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 17*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 18*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 19*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?
Entity Name 20*
Entity Type*
Industry and Business Activities
What is your Annual Revenue?

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
Upload:

Cancelof

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.
Upload:

Cancelof

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
Upload:

Cancelof

Please complete the SMSF Setup form at the link below:

https://setupmysmsf.com/hatcher/

What entities are you setting up?*
Would you like to engage Hatcher Advisory as your tax agent?*

Yes (Hatcher will contact you to arrange a meeting)No
Company Name #1*
Please supply a name for the company (e.g. "Company Name PTY LTD"). Please note that it will have "PTY LTD" in the name.
Company Name #2*
We will use this name if the first choice is taken.
Trust Name #1*
Please supply a name for the trust (e.g. "Trust Name Trust"). Please note that it will have "Trust" in the name and should be the same as the corporate trustee's name.
Trust Name #2*
We will use this name if the first choice is taken.
Is the company's principal address the same as a director's residential address?*

Director 1Director 2Director 3No
Company Principal Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Name of Partnership*
Jurisdiction*

How many directors are you adding?*
Full Name Director 1*

First NameMiddle NameLast Name
Date of Birth Director 1*

MonthDayYear
Date
Place of Birth Director 1*
Residential Address Director 1*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Director 1*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address Director 1*
example@example.com
TFN Director 1*
Director ID 1 (If you do not have one, we will email you instructions on how to create one)
Full Name - Director 2*

First NameMiddle NameLast Name
Date of Birth Director 2*

MonthDayYear
Date
Place of Birth Director 2*
Residential Address Director 2*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Director 2*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address Director 2*
example@example.com
TFN Director 2*
Director ID 2 (If you do not have one, we will email you instructions on how to create one)
Full Name - Director 3*

First NameMiddle NameLast Name
Date of Birth Director 3*

MonthDayYear
Date
Place of Birth Director 3*
Residential Address Director 3*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Director 3*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address Director 3*
example@example.com
TFN Director 3*
Director ID 3 (If you do not have one, we will email you instructions on how to create one)
Please provide details for Director 4 and any subsequent directors here.*

Trustee type

IndividualCorporate
Trustee Full Name

First NameMiddle NameLast Name
Residential address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
ACN
Company Name
Registered address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please add all directors of the trustee company.
Director 1

First NameMiddle NameLast Name
Director ID
Add director 2?

YesNo
Director 2

First NameMiddle NameLast Name
Director ID
Add more directors?

YesNo
Please provide details for Director 3 and any subsequent directors here.

Does your entity have an ABN?*

YesNo
Company/Corporate trustee ACN*
ABN*
Company/Corporate trustee Name*
Trust Name
If you are registering ABN/tax for a trust
Registered address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please add all directors of the company/trustee company.
Director 1*

First NameMiddle NameLast Name
Director ID*
Add director 2?*

YesNo
Director 2*

First NameMiddle NameLast Name
Director ID*
Add more directors?*

YesNo
Please provide details for Director 3 and any subsequent directors here.*

Will the new entity have payroll?*

YesNoUnsure. I will seek advice from Hatcher Advisory
Would you like Hatcher to register your entity for PAYG withholding?

YesNo
Would you like Hatcher to handle the Payroll Tax registration for your entity?

YesNo
Estimated number of employees*
How many full-time employees will you have?*
How many part-time/casual employees will you have?*
When will you start to employ?*
Total estimated gross wages for each employee*
Are you required to register as an employer of working holiday makers?*

YesNo

Would you like us to register for Workcover insurance?*

YesNoUnsure. I will seek advice from Hatcher Advisory

Would you like to register a Business Name for your entity?*

YesNo
Do you plan to transfer the Business Name to another entity immediately after registration?*

YesNo
What is the status of the entity applying for this Business Name?*

Setup in progress (by Hatcher)Already set up by HatcherSet up elsewhere (Details already provided)Set up elsewhere (Details NOT yet provided)
Please provide the entity's ABN*
Please provide the trustee company's ACN
If you are registering the Business Name for a trust
Business Name 1*
Business Name 2*
We will use this name if the first choice is taken.

Name of Bare Trust 1*
We recommend naming it '[SMSF name] Holdings Trust.' Its corporate trustee will be named the same as the trust, followed by 'Pty Ltd'
Name of Bare Trust 2*
We will use this name if the first choice is taken. Its corporate trustee will be named the same as the trust, followed by 'Pty Ltd'
SMSF Member 1 Name*

First NameMiddle NameLast Name
SMSF Member 1 Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SMSF Member 1 Date of Birth*

MonthDayYear
Date
SMSF Member 1 TFN*
Add Member 2?*

YesNo
SMSF Member 2 Name*

First NameMiddle NameLast Name
SMSF Member 2 Residential address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SMSF Member 2 Date of Birth*

MonthDayYear
Date
SMSF Member 2 TFN*
Add more members?*

YesNo
Please provide details for Member 3 and any subsequent members here*
Address of the property to be acquired*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Who do we address the Accountancy letter to?*
Individual/Non-individual Entity/Group Name*
What do you require in the Accountancy Letter?*
Any other information required?

New Entity Setup including GST
Accountancy Letter including GST
Total price excl. credit card surcharge
TOTAL PRICE INCLUDING CREDIT CARD SURCHARGE

Thank you for your enquiry. Please note that the New Entity Setup and Accountancy Letter fees are charged upon submission of this form. We will send you an Engagement Letter shortly for you to review any remaining services and pricing.

We look forward to speaking with you soon.

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