Tax Planning Information Questionnaire

Tax Planning Information Questionnaire
Welcome to our Tax Planning Information Questionnaire. We're here to assist you in optimizing your tax strategy and tax planning to help you achieve your financial goals. Your input is crucial in tailoring our guidance to your specific needs. In addition to tax-related questions, we kindly ask for your personal information.This information is essential for us to provide you with the most effective assistance. Please feel free to select multiple sections below that apply to your situation. Our aim is to empower you with personalized strategies to enhance your tax effectiveness and overall financial well-being.

Thank you for entrusting us with your tax planning needs.
Personal Details
Full Name

PrefixFirst NameLast Name
Date of Birth

DayMonthYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile
Email*
Are you Married?

YesNo
Your Spouse name
Date of Birth

DayMonthYear
Date
Any Children?

YesNo
How many?
Children*
How would you describe your position?

Business OwnerEmployee
What is your occupation?
Your salary & wages
Do you own any investment property?

YesNo
Which one of the following best describes your business types?

Sole TraderPartnershipCompanyTrustSelf Managed Super Fund
Business name
What is business name of partnership?
What is your Partner’s name?
Date of birth

DayMonthYear
Date
TFN
Company Name
ABN
TFN
Trustee name
Trust Name
ABN
TFN
Self Managed Super Fund Name
Trustee name
ABN
TFN
What type of business do you have? ( For example, Restaurant, takeaway, supermarket, Doctors ( GP), Dentist, physio , retail shop, builder, tradesman etc)
Tell us about yourself and your business?
What is your annual turnover?

Less than $75000$75,000 to $249,999 for the year$250,000 to $499,999 for the year$500,000 to $2,000,000$2,000,000 or more for the year
Do you have any other entities ? ( Trust ,SMSF etc)

YesNo
Please provide details*
Are you up to date with your tax return lodgments and tax payments?

YesNoUnsure
Please tell us what you want to do:

Tax Effectiveness Review: I want to know, based on my current financial position and the way I've been withdrawing money from my business, if I'm being tax-effective and not paying more tax than necessary. Can you review and assess my tax situation?Remuneration Packaging: I'm interested in finding the most tax-effective way to structure my remuneration from my company. Can you provide guidance on this?Optimal Withdrawal Strategy: I'd like to understand the best way to withdraw money from my own company in the most tax-effective manner. What strategies do you recommend?Financial Position and Structuring: I want to know my current financial position and how to structure it to align with my future goals. Can you help me create a financial strategy?DIV7A Loan Clearance: I have several DIV 7A loans, and I want to know the best approach to clear them efficiently. Can you provide guidance on this?Non-Compliance Resolution: I've withdrawn money from my company without proper tax arrangements, and I don't have a complying loan agreement. I want to rectify this situation and develop a strategy for moving forward. Can you assist me in fixing my current position and achieving my financial goals?Other
What are the main personal and business issues facing you right now?
How did you find out about us?

Goggle AdInternet Search (using Google, Bing, etc)Word of mouth (recommended by someone)FacebookOther
Please feel free to provide additional information that may help
Signature

Clear
Date

DayMonthYear
Date
Should be Empty:

Tax Planning Information Questionnaire

Personal Details