New Client Information Form

New Client Information Form
Welcome to Carbon's New Client Referral Form.

Please wait a few moments for the checklist to load and for the ‘back’ button to disappear.

We look forward to working with you!

Thank you,

Carbon Group
Are you completing this form as a:*

Individual tax clientBusiness tax client
Which office are you a client of? *
What was the name of the accountant/bookkeeper you met with?*
* If you are unsure, please put N/A
How did you hear about Carbon?*

Carbon clientGoogleFriendWebsiteCarbon employeeOther
What's the referral's name?
Name

	Trust 1	Trust 2	Trust 3
Legal Name
Trustee Name
Trading Name
Tax File Number
Australian Business Number (ABN)
Australian Company Number (ACN)
Business Physical Address
Business Postal Address (if different to above)
Main Business Activity

	Company 1	Company 2	Company 3	Company 4
Legal Name
Trading Name
Tax File Number
Australian Business Number (ABN)
Australian Company Number (ACN)
Business Physical Address
Business Postal Address (if different to above)
Main Business Activity

	Partnership 1	Partnership 2
Partner's Names (include all Partners)
Legal Name
Trading Name
Tax File Number
Australian Business Number (ABN)
Business Physical Address
Business Postal Address (if different to above)
Main Business Activity

	Yes/No
Business Health Check (Do you know the key performance indicator of your business?)
Strategic Planning Day (Do you have a business plan?)
Financial Forecasting (Do you have a budget?)
Business Mentoring (Do you want monthly or quarterly meetings to assist in growing your business?)
Do you have or are interested in company secretarial services?

	Yes/No
Do you currently have a satisfactory relationship with your financial planner?
Do you have a financial plan that will provide you with all your requirement in retirement?
Do you regularly review your insurance needs to endure adquate protection for yourself and your family in the event of death, disability or illness?
Do you have a strategy to pay off your home loan earlier?

	Yes/No
Do you have a current will (including provision of a Testamentary Trust)
Do you have Enduring Powers of Attorney in place in the event of being incapacitated or overeas?