Company Registration – Client Details Form

Taxvisors Financial Group Pty Ltd

ABN 50 641 265 661 | 54 Fletcher St, Essendon VIC 3040 | info@taxvisors.com.au | 0450 750 110
Applicant Details
Full Name

First NameMiddle NameLast Name
Phone Number
Please enter a valid phone numberFormat: 0400 000 000.
Email Address
example@example.com
Is the applicant the same person as Director/Shareholder 1?
Proposed Company Details
Preferred Company Name
Full Company Name (with legal element)
... PTY LTD (added automatically)
State of Incorporation
Type of Company
Will this company act as a trustee for a trust?
Proposed Trust Name
Proposed SMSF Fund Name
e.g. Smith Family Super Fund
Bare Trust / Custodian Details
Bare trust name
Asset / property being held
SMSF name this asset is held for
SMSF ABN (if established)
SMSF Establishment – General Advice Declaration
General Advice Definition: General advice is advice which is provided to you without particular regard to your individual objectives, financial situation or needs. It is not specific advice for any particular investor, and it is not intended to be passed on or relied upon by any person. Before making any decision about any general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs. Any indicative information and assumptions used may change without notice to you, particularly if based on past performance. You should read the associated Product Disclosure Statement (if available) and Information Memorandum/Onboarding Guide relating to this advice before a decision is made.
Declaration & Acknowledgements – please read and tick each to confirm
Will the shares be held on trust (beneficially held for someone else)?
Number of shares held
Share class
Beneficial owner name
Trust type (if applicable)
Select whether this is a discretionary or unit trust.
Shareholding Entity ACN (if already registered)
Shareholding Entity Name
Registered Company Address

Street Address

Street Address Line 2
CityStatePostal Code
Will the company occupy this registered office address?
Name of lessee or owner
The company has written consent from the lessee or owner to use this address as the registered office
Is the registered office also the principal place of business?
Principal Place of Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Director / Shareholder 1 Details
Role(s) held
Full Legal Name

First NameMiddle NameLast Name
Has this person ever been known by another name?
Former Name
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth

MonthDayYear
Date
Place of Birth – City/Town
Place of Birth – State/Territory
Place of Birth – Country
Director Identification Number / DIN
If you do not have DIN already, please apply here: https://www.abrs.gov.au/director-identification-number
Tax File Number
Mobile Number
Please enter a valid phone number.Format: 0400 000 000.
Director / Shareholder 2 Details
Role(s) held
Full Legal Name

First NameMiddle NameLast Name
Has this person ever been known by another name?
Former Name
Mobile Number
Please enter a valid phone number.Format: 0400 000 000.
Residential Address

Street Address

Street Address Line 2
CityStatePostal Code
Date of Birth

MonthDayYear
Date
Place of Birth – City/Town
Place of Birth – State/Territory
Place of Birth – Country
Director Identification Number / DIN
If you do not have DIN already, please apply here: https://www.abrs.gov.au/director-identification-number
Tax File Number
Add Second Director/Shareholder?
Identity Verification
Who is making this declaration?
Upload Photo ID – Person 1

Cancelof
Upload Photo ID – Person 2

Cancelof
Declaration
Registered Agent Appointment — Form 362 Consent
I declare that the information provided is true and correct to the best of my knowledge
I consent to Taxvisors Financial Group collecting and storing my personal information in accordance with the Australian Privacy Act
Consent to appoint Taxvisors as registered agent

I consent to appoint Taxvisors Financial Group Pty Ltd (ACN 641 265 661, Registered ASIC Agent 45370, 54 Fletcher Street Essendon VIC 3040) as the registered agent for the company being registered under this application, in accordance with section 601CA of the Corporations Act 2001 and I understand that Taxvisors will be responsible for receiving correspondence from ASIC on behalf of the company, and that this appointment may be changed at any time by lodging a Form 362 with ASIC.

Payment by card

Company Registration Fee

$750 (includes $640 ASIC fee) — Inclusive of GST where applicable — ASIC fee (government disbursement)

$750.00 AUD

Total

Payment Methods

Credit Card

Apple Pay

Payable Amount
Important: For an SMSF with a corporate trustee, every member of the fund must also be a director of the trustee company. Please ensure the directors entered above match the intended fund members. A fund can have up to 6 members.
Number of members
An SMSF can have up to 6 members. Each member must be a director of the corporate trustee.
Number of shares held
Share class
Beneficial owner name
Should be Empty:

Taxvisors Financial Group Pty Ltd

Applicant Details

Proposed Company Details

Bare Trust / Custodian Details

SMSF Establishment – General Advice Declaration

Director / Shareholder 1 Details

Director / Shareholder 2 Details

Identity Verification

Declaration

Registered Agent Appointment — Form 362 Consent

Payment by card*

Payment Methods

Payment by card