New Business Client Form - Brown Macaulay & Warren

New Business Clients

Name:

First

Middle

Last

Date of Birth

Place of Birth

Phone

Occupation:

Email

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Business Client

Legal Name

Trading Name

ABN

The Australian Business Number (ABN) is a unique 11 digit identifier issued to all entities registered in the Australian Business Register (ABR).

ACN (if applicable)

Every company in Australia is issued with a unique, nine-digit number when registered

Phone

Email

Corporate Key: (if applicable)

A corporate key is a unique 8-digit number linked to a specific company.

Is the entity Registered for GST?

Tax Return for Financial Year Ended 30 June

State the Financial Year End you require the accounts and tax return to be prepared.

Do you agree for us to act as the Company's ASIC Registered Agent?

Business Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Postal Address (if different)

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Accounting Software

Which Accounting Software does your Business Use?

Fringe Benefits Tax Registered?

How many Directors in the Company?

Name of Director (1)

Please provide - Full name including middle name spelt correctly

Directors ID

A director identification number (director ID) is a unique 15-digit identifier you will keep forever. It will help to prevent the use of false or fraudulent director identities to create a fairer business environment.

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Name of Director (2)

Please provide - Full name including middle name spelt correctly

Directors ID

A director identification number (director ID) is a unique 15-digit identifier you will keep forever. It will help to prevent the use of false or fraudulent director identities to create a fairer business environment.

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Name of Director (3)

Please provide - Full name including middle name spelt correctly

Directors ID

A director identification number (director ID) is a unique 15-digit identifier you will keep forever. It will help to prevent the use of false or fraudulent director identities to create a fairer business environment.

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Name of Director (4)

Please provide - Full name including middle name spelt correctly

Directors ID

A director identification number (director ID) is a unique 15-digit identifier you will keep forever. It will help to prevent the use of false or fraudulent director identities to create a fairer business environment.

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Number of Secretaries:

1
2

ID of

Secretary (1)

Please provide - Full name including middle name spelt correctly

Email

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Place of Birth

Date of Birth

Secretary (2)

Please provide - Full name including middle name spelt correctly

Email

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Proof of Identity

A certificate of incorporation of a company or ASIC company extract, identifying the individual representative as a public officer
A trust deed or a partnership agreement
The Constitution and/or certificate of incorporation for an incorporated association
The Constitution of a registered cooperative.

As an indivdual you are required to provide the above ID Documents to support your Identity verification in person or via a secure link. Please select what you will be providing. To see a full list of acceptable documents and requirements can be found TPB(PN) 5/2022 Proof of identity requirements for client verification.

Former Accountant Details (if applicable)

Name & Location of Firm

Name of referral

Previous Year Tax Return & Financials

Click or drag a file to this area to upload.

Company Binder

Click or drag a file to this area to upload.

How did you hear about us? (Please select one)

If other, please specify:

Declaration

I appoint Brown Macaulay & Warren as my Tax Agent who will provide me with authority to prepare and lodge Australian Taxation documents and forms on my behalf, where appropriate, and at my discretion. The documents and forms may relate to Tax Agent Administration, Income Tax, Goods and Services Tax (GST), Pay As You Go (PAYG) and Activity Statement matters.

Further information

Please complete if you have any further information you would like to tell us.