New Client Form - Non Individual Entities

Organisation Overview

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.

Legal Entity Name*

Business Trading Name (if different from above)

Type of Entity*

Name of Trustee of Trust/SMSF (Individual or Company)*

Date & State of Incorporation or Registration of Entity*

Australian Company Number (ASIC)*

Australian Business Number (ABR)

Is the Entity a Resident for Tax Purposes?*

Yes
No

Tax File Number*

Number of Directors/Partners*

Please enter a value between 0 and 5.

Name of Director/Partner 1*

First Last

Name of Director/Partner 2

Prefix First Last

Name of Director/Partner 3

Prefix First Last

Physical Business Address/Office*

Street Address Address Line 2 City State Post Code Country

Postal Address same as Physical Address?*

Yes
No

Postal Address

Street or PO Box Address Line 2 City State Post Code Country

Business Telephone*

Email Address For Documents

Website Address

New Client Details Form – Company, Partnership, Trust, SMSF

Step 1 of 3

Organisation Overview

Accounting & Financial Overview

Client Declaration & Lodgement

L&J Partners Accounting Services & Solutions.

Accounting firm servicing Victoria, Northern NSW & South Eastern Queensland.

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