New Client

Client Engagement Form

Please complete all fields below. Your information is kept strictly confidential in accordance with our Privacy Policy.

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Personal Details

First Name *

Last Name *

Date of Birth *

Tax File Number (TFN) *

Contact Details

Email Address *

Mobile Number *

Residential Address

Street Address *

Suburb *

State *

Postcode *

Is your mailing address the same as your residential address? *

Yes

Mailing Address

Business Details

Do you have an ABN? *

Yes

ABN Number

Bank Account Details

BSB Number *

Account Number *

Account Name *

Photo ID

Please upload a clear photo of your identification document (e.g. driver's licence or passport).

Click to upload your Photo ID

Driver's licence, passport — JPG, PNG or PDF up to 10MB

I hereby authorise Iden Diwan T/A Diwan & Co (24623449) to act as our tax agent and to add me to their tax agent portal, represent me before various organisations and to provide Accounting & tax services including (where applicable) lodgement of Business Activity Statements, tax returns and other documents required by the ATO from time to time. I declare that the information provided above is true and correct. *

"Liability Limited by a scheme approved under Professional Standards Legislation"