Client Onboarding Details Form Empowering Your Finances with Precision, Integrity, and Expertise. Personal Detail First Name Middle Name Last Name Email Phone No Tax file number ABN Date of Birth Your Residential Address Is this your postal address? YesNo Gender MaleFemalePrefer not say What is your structure? IndividualSole TraderCompany (Pty Ltd)PartnershipTrustSelf Managed Super Fund Entity Details Your Company Name Your entity's registered address Postcode Is the business registered for gstYesNoNot Applicable Bank details for Refund Account Name Account Number BSB Number What is your occupation? Select the Bank ANZCommonwealth BankNational Australia BankWestpacOther Do you have HECS/HELP debt? (Higher Education Loan) YesNo Upload File/ID I Confirm that the information given in this form is true, complete and accurate. I authorise THE ACCOUNTASTIC PTY LTD (Tax Agent No. 26288836) to act on my behalf with ATO and ASIC. Please sign Clear
