New Client Information Form
Accelerate your on boarding process by completing this simple form.
Tax File Number
Date of Birth
Any Separate Income
Annual Income $
Life Insurance $ (If applicable)
Total & Permanent Disability $ (If Applicable)
Income Protection $ (If Applicable)
Firm Services Required (Please check as many as required)
Tax & AccountingAnnual Financial StatementsIncome Tax Returns (& advice)ASIC compliance annual returnsData entry/bookkeepingPayroll servicesPreparation of BAS statementsPayroll TaxLand TaxBusiness AdviceAsset protection/CGT structure advice
Management AccountingInternal accounting softwareProcess reviewBusiness planningBudgeting & MonitoringPersonal Super/Retirement PlanningPersonal Financial Planning & InsurancesPersonal Investment AdvicePersonal Debt ReviewPersonal Goal Setting
Previous Accountant Name
Previous Accountant Phone Number
Financial Planner Name (If Applicable)
Financial Planner Phone Number
Solicitor Details (If Applicable)
Solicitor Phone Number
Insurance Broker Details (If Applicable)
Insurance Broker Phone Number
Name of Accounting Software
Do you have a Business Auskey?
How did you hear about us?
If referred, by whom?
Reason for changing?
Other Relevant Information
Do you have a Will in place?
Where is it held?
Do you have a Power of Attorney in Place?
Please list any concerns that you have with your current situation that you would like to focus on?
Do you currently receive, or have you sought, financial planning advice before? If “Yes”, please describe your experience.
Briefly describe your past experience with investments (i.e., shares, managed funds, term deposits) and personal insurances (ie, life, TPD, trauma, income protection cover).
Are there any particular strategies, investments, fund managers or insurance companies you are particularly interested in or prefer to avoid?
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