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