New Individual – L&J Partners

Personal Details
We would appreciate you taking the time to complete the following details. If you have any questions in relation to the form, please do not hesitate to ask for assistance.
Full Name*
Prefix First Middle Last
Tax File Number*
Are you a resident for tax purposes?*
- Yes
- No
- Unsure
What was the last year you completed and lodged a return?*
Residential Address*
Street Address Address Line 2 City State Post Code Country
Postal Address same as Residential Address?*
- Yes
- No
Postal Address*
Street or PO Box Address Line 2 City State Post Code Country
Email*
Home Telephone
Mobile*
Date of Birth*
Date Format: DD slash MM slash YYYY
Do you have a spouse or dependant children?*
- Spouse & Child/Children
- Spouse Only
- Child/Children
- None
Spouse's Full Name
Spouse's Date of Birth
Date Format: MM slash DD slash YYYY
Spouse's Tax File Number
Dependant Children's Details - Name & Date of Birth
Do you have private health insurance?*
- Yes
- No
Name of Provider, Member Number and Type of Cover*
Financial Institution Details*
Name of Bank, Account Name, BSB and Account Number

Employment and Financial Overview
What sources of income do you have?*
- Salaries & Wages from Employment
- Income From Sole Trader Business
- Income From Government Sources eg Newstart
- Other Sources of Income Not Listed
Description of Main Occupation*
Employer Name - (Salaries & Wage Income)*
Do you have more than one employer?*
- Yes
- No
Employer Name*
Sole Trader - Business Name*
Sole Trader - ABN*
Business Telephone
Website Address
Details of Government Source Income*
Details of Other Sources of Income*
Details of Investments (Property, Shares, SMSF's etc)*

Personal Details