Personal Details

Given Name/(s) *

Last Name *

Title *

Date of birth *

Mobile Phone Number *

Email Address *

Address *

Postcode *

Tax File Number *

Australian Business Number

Number of dependent children?

Banking Details For Any Refunds

BSB *

Account Number *

Account Name *

We are required by law to prove your identification before working for you

Please upload a copy of your current driver licence / passport

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We also need to verify TWO pieces of ATO information, please select from options below.

Please select TWO ATO verification methods *

Bank Account Details entered into your MyID (formerly MyGov)ATO Reference Number from previous Notice of AssessmentActivity Statement Document Identification NumberAmount of any ATO Refund or Payment Gross Payment or Tax Withheld from Income StatementName and Membership Number of Super FundPrivate Health Insurance Membership number

Details of selected ATO verification methods *

Spouse Details

Do you have a spouse? *

YesNo

Are they a current client? *

YesNo

Will we be completing their tax returns? *

YesNo

First Name *

Last Name *

Date of birth *

Taxable Income *

Entity Details

Do you own a company, trust, partnership or Superannuation Fund? *

YesNo

Please select the business entity type/s that apply *

PartnershipCompanyTrustSMSF

Partnership Details

Entity Name *

Business Address *

Postcode *

Postal Address

Postcode

Business Email *

ABN *

Tax File Number *

Name of Bank Account *

BSB Details *

Bank Account Number *

Turnover range *

Quality of Records – do you have a Bookkeeper? *

Company Details

Entity Name *

Business Address *

Postcode *

Postal Address

Postcode

Business Email *

ABN *Please enter N/A if not applicable

Tax File Number *

Name of Bank Account *

BSB Details *

Bank Account Number *

How Many Directors? *

Director 1 - Name *

Director 1 - ID Number *

Director 1 Email *

Director 2 - Name *

Director 2 - ID Number *

Director 2 Email *

Director 3 - Name *

Director 3 - ID Number *

Director 3 Email *

Business Phone

Web Address

Turnover range *

Quality of Records – do you have a Bookkeeper? *

Trust Details

Trust Name *

Business Address *

Postcode *

Postal Address

Postcode

Business Phone *

Business Email *

ABN *Please enter N/A if not applicable

TFN *

Name of Bank Account *

BSB Details *

Bank Account Number *

Trustee Type *

IndividualCorporate

Individual Name/s *

Corporate Trustee Name *

How many Directors *

Director 1 - Name *

Director 1 - ID Number *

Director 1 - Email *

Director 2 - Name *

Director 2 - ID Number *

Director 2 - Email *

Director 3 - Name *

Director 3 - ID Number *

Director 3 - Email *

Turnover range *

Quality of Records – do you have a Bookkeeper? *

SMSF

SMSF Name *

SMSF Address *

Postcode *

Postal Address

Postcode

Phone Number *

Email Address *

ABN *Please enter N/A if not applicable

TFN *

Name of Bank Account *

BSB Details *

Bank Account Number *

Trustee Type *

IndividualCorporate

Trustee / Member Details

Trustee / Member Name *

Director / Member Details

Corporate Trustee Name *

Director / Member Name *

Director 1 - ID Number *

Director / Member Name *

Director 2 - ID Number *

Please upload your last lodged Annual Return & Financial Statements

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Please upload your superannuation trust deed if possible

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Do you have a BGL SMSF File? *

Do you give us permission to send an ethical letter to your previous accountant if required? *

YesNo

Previous Accountant Contact Name *

Previous Accountant Company Name *

Previous Accountant Phone Number *

Previous Accountant Email Address *

Accounting software used/method of record keeping

Can you supply a recent copy of financials/tax returns? *

YesNo

Please Upload

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No worries, we will contact your prior Accountant to request these documents and we will come back to you if we require further information.

Do you want LBW to lodge your Business Activity Statements (BAS)? *

YesNo

Do you give authority to LBW to act as your ASIC Agent? *

YesNo

A separate New Client Checklist Form will need to be completed for your Spouse.
Please click on the below link

https://lbwadvisoryptyltd.snapforms.com.au/form/new-client-checklist

As from the 13th November you must nominate a new Tax Agent to represent you with the ATO. Please follow the link that explains what is required

https://lbwadvisory.com.au/ato-nomination/

Do you have any outstanding tax lodgments? *

YesNo

What tax lodgments are outstanding? *

Do you have any outstanding ATO debt? *

YesNo

Amount of ATO debt *

Any other comments

Referral Source

Signature *

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