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New Clients' Information Form
First name*
Surname*
Date of birth*
Date Format: DD slash MM slash YYYY
TFN*
Mobile*
Email*
Occupation*
Residential status (or Visa Type)*
Come from
Come from City State / Province / Region
City
State / Province / Region
Residential Address*
Street Address City State / Province / Region ZIP / Postal Code

Have any ABN income:*
- YES
- NO
If YES, please provide your ABN:*
Do you have any dividends or shares income:*
- YES
- NO
Do you have any investment property:*
- YES
- NO
Do you have Medicare:*
- YES
- NO
If Yes, do you have any private insurance*
- YES
- NO

How did you know us?*
- Wechat
- RJ Staff Referral
- Other Referral Name
- Internet Search
- Others(please specify)
Employee referral
Services you needed*
- Individual tax plan
- Company tax plan
- Company register/trust set up
- Self-managed super fund
- Others
There is no obligation of consulting fee within the first 20 minutes. Consulting Hourly Rate will be applied after 20 minutes. The rates have been listed below:
- Consulting Hourly Rate (Partner) $198 (incl. GST)/hour
- Consulting Hourly Rate (Account Manager) $132-154 (incl. GST)/hour

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Home
Services
Our Team
Register
Events & Insights
About Us
简体中文