New Client Form

Client Details

Are you a returning client? *

YesNo

Main Nexia Contact:

Client Type *

IndividualCompanyTrustPartnership

Title

Preferred Name / Salutation

Gender

Full name(s) of individual *

Entity Name *

Trading name(if applicable)

Date of birth

Place of birth

TFN

ACN

ABN

Director ID Number

Occupation/Business activity

I have another entity to add

Full name(s) of entity 2

Trading name of entity 2(if applicable)

TFN entity 2

ACN entity 2

ABN entity 2

Contact Details

Home address

Suburb *

State *

Post Code *

Country

Postal address is the same as home

Business address

Suburb

State

Post Code

Country

Postal address is the same

Registered address

Suburb

State

Post Code

Country

Postal address

Suburb

State

Post Code

Country

Email

Email - primary contact *

Phone

Home

Business

Mobile *

Other General Information

Preferred solicitor

Personal Wills are held at

Bank details for tax refund (account name; BSB; account number)

Audit Insurance

I would like someone to contact me in relation to audit insurance.

Additional Comments

I do not want to be subscribed to the mailing list to receive firm updates, newsletters etc

Authority to Act

Client to sign, if applicable

I *

authorise Nexia Edwards Marshall to act as *

Tax AgentFBT/BAS AgentASIC Registered AgentOther

If other, please provide details

and to set or change my ATO communication preferences to their practice address for both Tax & BAS as relevant.

I understand that Nexia Edwards Marshall are required to undertake a proof of identity check

I declare the information I have provided to set or change my communication preferences is true and correct.

Signed *

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Date *

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