Page title

Client Engagement Form

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First Name

Last Name

Date Of Birth

Tax File Number

SMSF ABN

Address

Suburb/City

State

Postcode

Do you have a Spouse or Parnter?

Partner's Name

Partner's Date of Birth

Partner's Approx Income

Do you have Private Health Insurance?

Accountant

Select any of the follow that apply to you:

Home Loan

Home and Contents Insurance

Life Insurance, Disability, Income Protection

2024 Client Engagement Form Signature

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By singing this form you agree to allow us to add you to our Tax Agent Portal, to act as your Tax Agent and administer to your tax affairs. By singing this form you also agree to our Client Engagement Terms and Conditions, our Fees and Charges and our Privacy Policy.