Thank you for reaching out to LBW Advisory!

We take client experience seriously. So we can determine who and how is best to help you, please provide some basic information to us first.

Once completed, our team will review and make contact as soon as possible afterwards.

Basic Information

First name *

Last name *

Email Address *

Mobile Number *

What best explains your circumstances? *

I run a businessI own a SMSFI would like to arrange a meeting to discuss setting up a business or a SMSFI would like to arrange a meeting to discuss tax planning or something else not connected to lodging a tax returnI just need my tax doneOther

Please select all that applies to you.

What sort of appointment do you need? *

Remote (you complete an online checklist, and we do the rest)Face-to-face appointmentPhone appointment

What do you need help with? *

Business Information

Business name

ABN *

Business structure *

Turnover *

Number of employees *

In the last year you lodged, did your accountant prepare Financial Statements or just a Tax Return? *

Current accounting software *

Who does your bookkeeping? *

SMSF Information

SMSF Name *

Fund Balance *The total amount of assets the fund holds

What investments does the fund own and invest in? *

General Information

Are any of the following relevant to your returns?

Rental propertiesSole trader businessShares or managed fundsCryptoCurrent year capital gains

In your own words, why are you contacting us? *

Are you lodgements up to date? *

Do you have outstanding or overdue tax debt? *

Roughly how much do you owe? *

Were you referred by someone to see us? *

Who referred you? *

Who (if anyone) at LBW were you referred to see? *

Please tell us how you found us *

Is there anything else that you would like us to know?

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