We use questionnaires to make sure that we can do a thorough job and prompt you to tell us anything about your business or tax affairs that may be relevant. We ask a lot of questions because you don’t know what you don’t know. Our clients like that we are proactive and always looking to know more about our clients to help them grow their wealth and save tax.
- Complete just one group summary questionnaire for each client group. This includes all companies, trusts, partnerships, superfunds and individuals in your group.
- Complete the other questionnaires for each business/individual in the group. Each business/individual should have its own questionnaire.
- Email, post or drop in the questionnaires along with the relevant supporting documents mentioned.
Group Summary Questionnaire (one per group)
Other Questionnaires (one per business and individual)