Occupation title
TFN (if you are a new client)
Date of birth (if you are a new client)
Address (if you are a new client or your details have changed)
Bank account details for tax refund purposes (if you are a new client or your details have changed
Mobile number (if you are a new client or your details have changed)
Email address
Client’s Full Name (if you are a new client or your details have changed)
First Name
Middle Name
Last Name
Spouse’s DOB (if you are a new client or your details have changed)
Spouse’s Taxable Income (an estimate is sufficient if current tax return has not been finalised)
Number of children/dependents (if applicable)
Do you own an investment property? If so, please provide the address, income and expenses including interest expenses on the investment loan for the financial year (agent statement, loan statement/interest expense summary, council rate notice, land tax notice, water rates charges, landlord insurance, repairs & maintenance, body corporate fees, mortgage insurance, depreciation report etc)
*If you run a business, please contact our office