Questionnaires – Accounting & Taxation

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.


  1. Complete just one group summary questionnaire for each client group. This includes all companies, trusts, partnerships, superfunds and individuals in your group.
  2. Complete the other questionnaires for each business/individual in the group. Each business/individual should have its own questionnaire.
  3. Email, post or drop in the questionnaires along with the relevant supporting documents mentioned.

Group Summary Questionnaire (one per group)

Download the Group Summary questionnaire here.

Other Questionnaires (one per business and individual)

Download the Business questionnaire here.

Download the Individual questionnaire here.

Download the Rental Property questionnaire here.

Download the Superfund questionnaire here.

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Recent Client Testimonials

Valuation & Due Diligence

“I engaged Climax Business Strategies in a recent due diligence exercise for a company that I was looking to buy into. It was an absolute pleasure to work with Trevor. I found him to be very practical, thorough and easy to work with. He also engaged well with the target company and was always professional and patient. He added more value to the due diligence process than I was expecting and he provided powerful insights into their inner workings and quickly identified areas requiring further investigation. I felt confident having Trevor on my team. Trevor’s frequent and timely correspondence coupled with a convenient online portal for aggregating and sharing artifacts further simplified the engagement. I have no hesitation in recommending Climax Business Strategies to anyone wishing to conduct a due diligence investigation or just seeking a practical and honest business health review.”

Gavin Kawalsky

Business Valuation

“Not only did we receive a formal valuation which far exceeded our expectations, but Trevor’s detailed report gave us a completely new insight into the strengths (and more importantly weaknesses of the business).We are now using the valuation report as a checklist or template, for improving the profitability of the business in the future.”

Steve Devane

Strategic Planning & Tax

“Climax Business Strategies is a proactive Newcastle accounting firm that I recommend to anyone trying to grow their business and save tax. Trevor has a passion for understanding his clients’ businesses and I enjoy working with Trevor to develop strategies to continue to grow my own business. As a solicitor it’s important for me to have a relationship with a great accountant. I work closely with my own clients on succession planning and reducing business risks and it’s good to know that I have an accountant at call when needed that understands real business issues.”

Sam Roberts, Roberts Legal