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LSAT

New Customer Form

- Step 1 of 4

INDIVIDUAL 1

Salutation:

Mr
Mrs
Ms
Other

Gender:

Male
Female

Name: *

First

Middle

Last

Are you an Australian resident for tax?

YES
NO

TFN:

ABN:

(If Applicable)

Address:

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Separate postal address?

No - Same as above
Yes - Separate postal address

Postal Address:

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Email *

Mobile:

Occupation:

Phone:

Bank Account (For Refunds):

Account Name: *

First

Last

Institution:

BSB:

Account Number:

Are you an Australian resident for tax?

YES
NO

Individual 2*

*Only If Applicable

Salutation:

Mr
Mrs
Ms
Other

First Name:

Gender:

Male
Female

Surname:

TFN:

ABN:

(If Applicable)

Address:

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Separate postal address?

No - Same as above
Yes - Separate postal address

Postal Address:

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Email

Mobile:

Occupation:

Phone:

Bank Account (For Refunds):

Account Name:

Institution:

BSB:

Account Number:

Who will be the main contact with LSAT? *

Children's names & date of birth

(Separate with comma)

Do you have a Financial Planner / Advisor?

YES
NO

Name:

Email:

Phone:

Do you have entities in your client group? *

*You will be prompted to fill out an Entity Detail Form upon completion of this form.

Previous Accountant

Leave blank if not applicable

Are you happy for us to contact your previous accountant/tax agent?

YES
NO
N/A

If no, please give reason:

Contact:

Phone:

Name of firm:

Email

Consent to storage: *

Yes, I consent
No, I do not consent

Living Strategies Accounting and Tax (LSAT) takes security seriously and utilises Practice Protect software on our data and programs, ensuring a high level of protection and security for our client’s personal data. Visit https://practiceprotect.com/ for more information. We therefore consent to having LSAT store our data on secure digital cloud services using the following programs: Xero, Xero Practice Manager, Adobe, Dropbox, Now Infinity, Practice Ignition, BGL, HowNow and Microsoft Office. YES NO New Client Signature:

Signature: *

*We suggest uploading a copy of your digital signature below. Alternately, by typing your name in the signature field you hereby consent to the information given written in this form.

Submission Date: *

(Date of Signature)

LIVING STRATEGIES

Accounting & Tax

Get IN Touch

Unit 4/43 Vanessa Blvd, Springwood
Brisbane, QLD 4127
(07) 3733 0940
Email Us

Living Strategies Australia Pty Ltd
ABN 51 156 292 303

Liability limited by a scheme approved under
Professional Standards Legislation

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