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New client information

Step 1 of 6

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Thank you for taking the time to fill out the following information.
Who are you providing new client information for: (select ALL that applies)(Required)

Myself

Full Legal Name(Required)
DD slash MM slash YYYY
Bank details are required to process Tax refunds
Residential Address
Postal Address is
Postal Address

Spouse

Full Legal Name(Required)
DD slash MM slash YYYY
Bank details are required to process Tax refunds
Spouse Residential Address is
Spouse Residential Address
Spouse Postal Address is
Spouse Postal Address

Business

If you have more than one business please fill in these details for your main trading business. Other entities details can be entered at the bottom of this form.
Bank details are required to process Tax refunds
Business Address
Business Postal Address is
Business Postal Address
Do you have any other entities

SMSF

Trustee(Required)
Is the SMSF registered for GST
Do any of the members have pension of transition to retirement accounts?
Investments held by SMSF (please select all that apply)

Other Information

Meet our team here. If you didn’t specify an accountant, our Client Services Officer will contact you to help you find the right fit.
Would you prefer to be added to our system now or following your initial consultation with your accountant?(Required)
Please tell us what services you’re looking for, specifically any needs beyond standard tax compliance.
Meet our team here.
Would you like us to book an appointment for you with the accountant?(Required)
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At Poole Group, we are particularly proud of our unique ability to offer specialist business and accounting expertise in a friendly, approachable manner.

(07) 5437 9900

enquiries@poolegroup.com.au

Level 1, 8 Innovation Parkway Birtinya, QLD 4575

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Incorporating Poole & Partners Pty Ltd ABN 63 010 478 181 Liability limited by a scheme approved under Professional Standards Legislation*
*Other than for the acts or omissions of financial services licensees.

Poole Group Wealth Pty Ltd (CAR 001309801 ABN 32 673 152 424) is a Corporate Authorised Representative of PGW Financial Services Pty Ltd (AFSL 384713 ABN 15 123 835 441)

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