New Client Details Form | AustAsia Group

1

Personal Details

Your details and, if applicable, your partner's

Marital Status

Single Married Defacto Divorced/Separated Widowed

Current Residential Status

Mortgaged Own Rent Living with Parents

Home Address

Years There

Postal Address

Same as above Different

Children

Income Details — You

Are you self employed?

Yes No

Income Details — You

Tell us about your income

Gross Income

Other Allowances

Rent from Investment Property/s

Child Maintenance Received

Second Job

Income Details — Your Partner

Is your partner self employed?

Yes No

Income Details — Your Partner

Tell us about their income

Gross Income

Other Allowances

Rent from Investment Property/s

Child Maintenance Received

Second Job

3

Statement of Assets & Liabilities

Enter each item, its approximate value, and who owns it — totals calculate automatically

Set Ownership per item to You, Partner, Joint, Trust, Company or Others — choosing Trust, Company or Others lets you name it.

Do you have a Self-Managed Super Fund (SMSF)?

No SMSF Have SMSF

Super Provider

Member Number

Total Assets

$0

Total Liabilities

$0

Net Assets

$0

Statement Date

·

Life Insurance

List any life, TPD, trauma or income protection policies you hold

4

What service do you need?

Select as many as apply — we'll only ask follow-up questions for what you pick

Select all

Tax / Bookkeeping

Tax returns, BAS, ongoing bookkeeping

Finance

Home Loan, Business Loan, Equipment Loan, Car Loan

Financial Planning

Investment review, Super review, retirement planning, SMSF set up, budgeting

Business / Tax Consultation

Structuring, planning and general business advice

Estate Planning

Wills, EPA, EPG

Marriage Asset Split

Separation / division of assets

·

Tax / Bookkeeping

Which financial year was your tax return last lodged?

Not sure

·

Financial Planning

To put together financial planning advice, we need a bit more from you: a Risk Profile Questionnaire, your Goals, and a Living Expenses summary. You can complete these now, or if you'd rather talk it through, we can organise a discovery meeting with an adviser instead.

I'll complete these now I'd prefer a discovery meeting

·

Risk Profile Questionnaire

There are no incorrect answers — simply pick the most appropriate answer for you

Your Score

0

Indicative Profile

—

This is an indicative profile based on your answers today — your adviser will confirm this with you before any advice is provided.

·

Your Goals

Short-Term Financial Goals (0–2 Years)

Medium-Term Financial Goals (2–5 Years)

Long-Term Financial Goals (5+ Years)

·

Monthly Living Expenses

Approximate monthly figures are fine

·

Your Acknowledgement

Based on the result of the Risk Profile Questionnaire and the information provided above, please confirm you're comfortable with the investment profile identified.

You

Typed Signature (full name)

Date

Your Partner

Typed Signature (full name)

Date

·

Business / Tax Consultation

Our Business & Tax Consulting team helps clients with business structuring, tax planning, cash flow management and general business advisory — from start-ups through to established businesses looking to grow, restructure or exit.

Give us more details on what's keeping you awake at night

·

Estate Planning

When did you last update your Will?

Never

Do you have an Enduring Power of Attorney (EPA)? — appoints someone you trust to make financial and property decisions on your behalf if you're unable to.

Yes No Not sure

Do you have an Enduring Power of Guardianship (EPG)? — appoints someone you trust to make personal, lifestyle and medical decisions on your behalf if you're unable to.

Yes No Not sure

·

Marriage Asset Split

Give us more details on where it's up to

I'd prefer you call me to discuss

·

Where did you hear about us?

Google Search ChatGPT / AI tool Referred by a friend or family member Referred by a business partner Social Media Other

6

Upload Your Documents

Accepted formats: PDF, JPG, PNG, HEIC, DOC — max ~50MB total

🪪

ID — Front

Driver's licence or passport (front)

🪪

ID — Back

Driver's licence (back). Skip if using a passport

📄

Last Lodged Tax Return

Your most recent notice of assessment or return

I don't have this to hand — skip

💰

Super Statement / Insurance

Latest super statement, or insurance details if held outside super

I don't have this to hand — skip

I confirm the information provided in this form, including the Statement of Assets & Liabilities, is true and correct to the best of my knowledge.