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New Client Onboarding Form

Step 1 of 4

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  • Date Format: DD slash MM slash YYYY
  • Drop files here or
    Accepted file types: pdf, jpg, png.
    E.g. Copy of drivers licence, Passport, Medicare card. Letter from Bank, copy of Utility bill etc. We need photo ID 1 or 2 Non photo IDs
  • Entity Details

  • Full legal name of your company, partnership, trust or self managed super fund.
  • Your entity's registered address
  • Your personal details

  • Spouse Details

  • Add Spouse details
  • Date Format: MM slash DD slash YYYY
  • Bank details for Refund

  • Confirmation

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Disclaimer

Liability limited by a scheme approved under Professional Standards Legislation

Home loan and mortgage service offered under S & H Home loans Pty Ltd CRN-535099
as Credit representative of Outsource financial Pty Ltd ACL 384 324. Accounting and Taxation
services offered under S & H Accountants Pty Ltd registered tax agent number 25320110

S & H Tax Accountants

Level 1, 63B High St Cranbourne Vic 3977 |
03 8759 5532 |
info@sahtax.com.au
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