New Client Form

Client Details

Are you a returning client? *

YesNo

Nexia EM Advisor Name(s) *

How did you hear about us?

Name of referrer *e.g. google search, referral

Title *

Preferred Name / Salutation

Gender

Full name(s) of individual/entity *

Trading name(if applicable)

Date of birth

Place of birth(if applicable)

TFN(if applicable)

ACN(if applicable)

ABN(if applicable)

Director ID Number(if applicable)

Occupation / Sole Trader Business Activity

Bank Account Name(if applicable)

BSB(if applicable)

Bank Account Number(if applicable)

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

Bank Account Name - entity 2

BSB - entity 2

Bank Account Number - entity 2

I have another entity to add

Full name(s) of entity 3

Trading name of entity 3(if applicable)

TFN - entity 3

ACN - entity 3

ABN - entity 3

Bank Account Name - entity 3

BSB - entity 3

Bank Account Number - entity 3

I have another entity to add

Full name(s) of entity 4

Trading name of entity 4(if applicable)

TFN - entity 4

ACN - entity 4

ABN - entity 4

Bank Account Name - entity 4

BSB - entity 4

Bank Account Number - entity 4

I have another entity to add

Full name(s) of entity 5

Trading name(s) of entity 5(if applicable)

TFN - entity 5

ACN - entity 5

ABN - entity 5

Bank Account Name - entity 5

BSB - entity 5

Bank Account Number - entity 5

I have another entity to add

Full Name(s) of entity 6

Trading name(s) of entity 6(if applicable)

TFN - entity 6

ACN - entity 6

ABN - entity 6

Bank Account Name - entity 6

BSB - entity 6

Bank Account Number - entity 6

I have another entity to add

Full name(s) of entity 7

Trading name(s) of entity 7(if applicable)

TFN - entity 7

ACN - entity 7

ABN - entity 7

Bank Account Name - entity 7

BSB - entity 7

Bank Account Number - entity 7

I have another entity to add

Full name(s) of entity 8

Trading name(s) of entity 8(if applicable)

TFN - entity 8

ACN - entity 8

ABN - entity 8

Bank Account Name - entity 8

BSB - entity 8

Bank Account Number - entity 8

I have another entity to add

Full name(s) of entity 9

Trading name(s) of entity 9(if applicable)

TFN - entity 9

ACN - entity 9

ABN - entity 9

Bank Account Name - entity 9

BSB - entity 9

Bank Account Number - entity 9

I have another entity to add

Full name(s) of entity 10

Trading name(s) of entity 10(if applicable)

TFN - entity 10

ACN - entity 10

ABN - entity 10

Bank Account Name - entity 10

BSB - entity 10

Bank Account Number - entity 10

I have another entity to add

Full Names of Entity 11

Trading Name(s) of Entity 11(if applicable)

TFN - Entity 11

ACN - Entity 11

ABN - Entity 11

Bank Account Name - entity 11

BSB - entity 11

Bank Account Number - entity 11

Contact Details

Registered/Home address

Suburb *

State *

Post Code *

Country

Postal address is the same

Business address

Suburb

State

Post Code

Country

Postal address is the same

Postal address

Suburb

State

Post Code

Country

Email

Email - primary contact *

Finance and mailouts addresses are the same

Email - finance

Email - mailouts

Phone

Home

Business

Mobile *

Other General Information (if applicable)

Preferred solicitor

Personal Wills are held at

Bank details for tax refund

Loan Review

I would like a free, no obligation review of my loan structures and interest rates.

Financial Advice

I would like someone to contact me in relation to getting some financial advice and/or life insurance.

Audit Insurance

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

Authority to Act

Client to sign, if applicable

I *

authorise Nexia Edwards Marshall to act as *please only select BAS Agent if you require NEM to prepare your BAS

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 *

Draw signature|Type signatureClear

Date *

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