Client Details Form – Entity

This form is suitable for clients planning to engage their Company, Trust, Estate or Partnership with KF & Associates.

What you need to complete this form:

  • The entity Tax File Number.
  • Australian Business Number.
  • Director/Owner/Authorised person contact Details: Phone number and email.
  • Entity contact details: Address, phone number and email.
  • Income information: Sales and investment income.(if any)
  • Banking Details.
    If the entity is a Trust, you will need to provide additional information to KF & Associates:

  1. Trustee information: Name and ABN (if any).
  2. Deed and deed variation (if any).