Title Please select oneMr.Mrs.Dr.Ms.MrMrsMsMissDr First Name * Last Name * Date of Birth Tax File Number Address Suburb State Post Code Mobile * Email * Spouse Name Spouse Email Spouse Email Please tick the services required Individual Tax Return Return not necessary PAYG withholding variation Individual tax consulting Property tax consulting Business tax consulting Please select the year that you require us to prepare for your tax return. 2015 2014 2013 2012 2011 2010 Private Home: Rent Own Are you thinking to purchase your new home within the next 12 mo <br /> Are you thinking to purchase a rental property within the next 1 <br /> Do you have a rental property(ies)? Yes No Please tick the investments that you currently hold: Shares Managed Funds Land Other (e.g. value, loan, ownership) <br /> 1. Are you thinking to establish your own self-managed super fund within the next 5 years? Yes No 2. Have you already had a SMSF? Yes No (value, type of investment in SMSF) <br /> 1. Are you thinking to start a new business? Yes No 2. Are you running a business under your personal name? Yes No 3. Are you a beneficiary of a family trust? Yes No 4. Are you a shareholder of a private company? Yes No (e.g. type of business, estimated turnover & expected profit) <br /> ABOUT AUTHOR
