Tax Year *
      Client Name *
      Tax File Number *
      Occupation
      Sex
      Date of Birth *
      Address *
      Telephone *
      Email *
      Visa Type
      Private Health Insurance
      YesNo
      Marital Status
      Spouse
      Date of Birth
      Number of children
      Bank Details
      Small Business
      Trusts
      Trustee Company
      Companies
      Partnerships
      Other Entity Bank Details
      Do you need to provide a Rental Property Schedule?

      Rental Property Schedule Questions

      Tax Year *
      Client Name *
      Tax File Number *
      Address *
      Date first rented *
      Purchase Date *
      Purchase Price *
      Weeks *
      Percentage Ownership *

      Owner Details

      [acrepeater acrepeater-747]

      Owner Detail *

      [/acrepeater]

      Rental Property Income *

      Rental Property Expenses

      Property Expenses *

      INSURANCE

      Insurance *

      Rental Property AGENTS FEES

      Agents Fees *

      REPAIRS & MAINTENANCE

      Agents Fees *

      [acrepeater acrepeater-187]

      Other Repair Detail

      [/acrepeater]

      SUNDRY

      Sundry *

      [acrepeater acrepeater-11]

      Other Sundry Detail

      [/acrepeater]

      Would you like to complete our Financial Planning Review ?