Discretionary (Family) Trust New Clients Form New clients Step 1 of 5 - Personal Information 0% Personal InformationName* First Middle Last Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Date Of Birth* Date Format: DD slash MM slash YYYY Place Of Birth*Email Address* Tax File Number* Save and Continue Later Business Registration InformationAn Australian Business Number (ABN) is a unique 11 digit number that identifies your business to the government and community. An ABN doesn't replace your tax file number, but it is used for various tax and other business purposes. Not everyone needs an ABN. To get one you need to be carrying on an enterprise. With an ABN you can: confirm your business identity to others when ordering and invoicing avoid Pay as You Go (PAYG) tax on payments you receive claim Goods and Services Tax (GST) credits claim energy grants credits Obtain an Australian domain name. Do you import goods and services into Australia?*YesNoDOES THE SOLE TRADER ALREADY HAVE OR PREVIOUSLY HAD AN ABN?*YesNoABN NUMBERPlease leave blank if registering a new ABNNature Of Business Activity*If you are not sure we will amend itThe industry of business activity* Save and Continue Later Business Name RegistrationA business name is the name your business operates under. You need to register a business name if you conduct business under a name other than your own. To register a Business Name you should have a ABN. Do you want to register a Business Name?*YesNoNot SureABN Application Reference NumberThe proposed business name holder has applied for an ABN and has an ABN application reference number. Leave Blank if you do not have one or applying for a new one.Proposed Business Name*Select a registration period*1 year registration for $35.00 AUD3 year registration for $82.00 AUDBusiness Names required to be registered with ASIC and require registration fee. (Payment made to ASIC)Are you required to register for gst?*YesNoNot Sure Advise meYou must register for GST if: • your business or enterprise has a GST turnover (gross income minus GST) of $75,000 or more • your non-profit organisation has a GST turnover of $150,000 per year or more • you provide taxi or limousine travel for passengers in exchange for a fare as part of your business, regardless of your GST turnover – this applies to both owner drivers and if you lease or rent a taxi • You want to claim fuel tax credits for your business or enterprise. • If your business or enterprise doesn’t fit into one of the above categories, registering for GST is optional. However, if you choose to register, you generally must stay registered for at least 12 months. Save and Continue Later GST Registration InformationDate* Date Format: DD slash MM slash YYYY What is your date of registration for GST?What is your GST turnover?*$0- $ 74,999$75,000- $ 149,999$150,000-$ 1,999,999$2,000,000- $ 9,999,999$10,000,000- $ 19,999,999$ 20 million & OverHow often will you lodge your activity statement?MonthlyQuarterlyAnnuallyIf the turnover is $20 million or more, you must select 'Monthly'. Only voluntary registrants are able to select 'Annually'. How do you intend to account for GST?CashNon-CashDo you want to register for Income Tax Withholding?*YesNoNot Sure Please AdviseYou must register for pay as you go (PAYG) withholding if you need to withhold tax from payments to workers and other businesses. Common examples include payments to: • employees • directors • other workers, such as contractors • Businesses that don't quote their ABN to you. You must register for PAYG withholding before you're first required to withhold an amount from a payment. If you need to withhold tax but don't need an ABN, you must register for a PAYG withholding account. Save and Continue Later Tax Withholding InformationYou must register for pay as you go (PAYG) withholding if you need to withhold tax from payments to workers and other businesses. Common examples include payments to: • employees • directors • other workers, such as contractors • Businesses that don't quote their ABN to you. You must register for PAYG withholding before you're first required to withhold an amount from a payment. If you need to withhold tax but don't need an ABN, you must register for a PAYG withholding account. What date will withholding commence?* Date Format: DD slash MM slash YYYY How many employees do you estimate you will pay?*How will you provide your IT withholding payment summary annual report to the Tax Office?*Not Yet DecidedPaper / Tax office formsElectronically / Tax office FormsElectronically / Own FormsPayroll Service/ BureauNo payment summaries requiredWill you pay royalties, dividends or interest to non-residents or report investment income paid to Australian residents?*YesNoIf yes, what type of investment report will you lodge?Not yet decidedPaper – AIIR / RoyaltyElectronically – AIIR / RoyaltyElectronically – AIIRElectronically – RoyaltyElectronically – AIIR, Paper - RoyaltyPaper – AIIRPaper – RoyaltyWhat is the main industry that you operate in?Accommodation & Food IndustryAdministration & Support ServicesAgriculture PropertyArt & RecreationConstrictionEducation & TrainingElectricity, Gas , water & wasteFinancial & insurance servicesFishingForestryHealth care & social AssistanceInformation Media & telecommunicationManufacturingMiningOther servicesProfessional scientific & technical servicesPublic Administration & safetyRental hiring & real estate serviceRetail TradeTransport Postal & ware housingWholesale tradeCommentsThis field is for validation purposes and should be left unchanged. 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