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Forms

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New Client
Investment Property
Company Setup
Trust Setup
SMSF Setup
Tax Deduction

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Name

First

Last

Address

Address Line 1

City

State / Province / Region

Postal Code

Country

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Phone

Date of Birth

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TFN

Occupation

Spouse Details

Name

First

Last

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Mobile No

Date of Birth

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Tax File Number

Occupation

Number of Children

Checkbox Items

I/We provide consent and authorize AnalytiQ Advisory, a franchisee of Panorama Accountants ( Tax Agent no 25203539 ) to act as my/our tax agent and deal with ATO on our behalf.

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Full Name

First

Last

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Mobile

Rental Property Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Purchase date

Please advise the date property was purchased or handed over from the builder with occupancy certificate.

Purchase price

Please advise an estimated cost of the property.

Date property first earned rental income

Please advise the date property was rented.

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Number of weeks property was rented this year

Please advise number of weeks the property was rented, If the property was rented for the full year, enter 52 weeks.

Number of weeks property was available for rent this year

Please advise number of weeks the property was available to rent.

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Your Ownership %

If the property is jointly owned, please advise your ownership % in this property. If you are the sole owner of this property, enter 100%.

Other Owner Name

Other Owner %

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Rental income

Other rental income

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Advertising expenses

Body corporate fees

Borrowing expenses

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Cleaning

Council rates

Gardening/ lawn mowing

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Bank loan account number

Bank loan amount

Interest on loans

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Insurance

Land tax

Pest control

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Property Agent Management Fees

Property Agent Letting Fees, Admin Fees etc...

Repairs and maintenance

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Stationery, telephone, and postage

Water rates

Sundry rental expenses

Do you have depreciation report for the property, if yes, please attach.

Click or drag files to this area to upload. You can upload up to 10 files.

Other supporting documents, if yes, please attach.

Click or drag files to this area to upload. You can upload up to 10 files.

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Step 1 of 2

Full Name

First

Last

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Mobile

Proposed Name of Company

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Principal place of Business

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Postal Address, if different

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Director / Shareholder - 1

Name

First

Last

Layout

Mobile

Layout

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

Director / Shareholder - 2

Name

First

Last

Layout

Mobile

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Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

Director / Shareholder - 3

Name

First

Last

Layout

Mobile

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Date of Bith

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below. (copy) (copy)

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Occupation

No of Shares

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Full Name

First

Last

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Mobile

Proposed Name of Trust

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Principal place of Business

Address Line 1

Address Line 2

City

State / Province / Region

Country

Postal Address, if different

Address Line 1

Address Line 2

City

State / Province / Region

Country

Trustee Information where Trustee is a Company

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Company Name

Company ACN

Company Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Mobile

Trustee Information where Trustee is an Individual

Name

First

Last

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Moblile

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Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

TRUST INFORMATION

Appointer Name

First

Last

Appointer Address

Address Line 1

Address Line 2

City

State / Province / Region

Country

Beneficiary 1 Name

First

Last

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Mobile

Beneficiary 1 Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

TFN

Beneficiary 2 Name

First

Last

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Mobile

Beneficiary 2 Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

TFN

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Step 1 of 2

Full Name

First

Last

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Mobile

Proposed Name of SMSF

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Principal place of Business

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Postal Address, if different

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

Mobile

Trustee Company Information

Proposed Name of Company

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Principal place of Business

Address Line 1

Address Line 2

City

State / Province / Region

Country

Postal Address, if different

Address Line 1

Address Line 2

City

State / Province / Region

Country

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Mobile

Director / Member - 1

Name

First

Last

Layout

Mobile

Layout

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

Director / Member - 2

Name

First

Last

Layout

Mobile

Layout

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

Director / Member - 3

Name

First

Last

Layout

Mobile

Layout

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

Director / Member - 4

Name

First

Last

Layout

Mobile

Layout

Date of Birth

Place of Birth

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Layout

TFN

Director ID

Please note, Director ID is required to be a director of a company, If you do not have a Director ID, you can apply for one using the link below.

Layout

Occupation

No of Shares

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Full Name

First

Last

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Mobile

Work related car expenses

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Kms Traveled OR Log Book %

Please advise number of Kms travelled for work in a year (do not include travel from home to work and work to home Kms), If you have maintained a log book, please advise work related travel %.

Fuel

Registration

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Insurance

Repairs and maintenance

Interest on Loan OR Lease Payments

Work related travel expenses

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Travel Destination and Date

Flights

Accommodation

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Meals while traveling

Taxi fares & Public transport

Work-related Clothing Expenses

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Compulsory uniforms OR Non-compulsory uniforms with logo

Protective clothing (Hi Vis, Scrub, Gloves etc...)

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Safety footwear

Sun protections (Sunglasses, Sunscreen, Hat etc...)

Work-related Self-Education Expenses

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Course Name & Course fees Paid

Books and Stationery

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Travel to educational institutions

Professional development workshops

Other Work-related Expenses

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Number of Hours worked from Home

Please advise number of hours worked from home every week OR for the year.

Mobile

Please advise monthly bill amount and estimated work related usage %.

Internet

Please advise monthly bill amount and estimated work related usage %.

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Computer, Laptop, Mobile etc...

Please advise purchase date and amount.

Monitor, Keyboard, Headphones, Mouse etc...

Please advise purchase date and amount.

Membership, Subscriptions, Union Fees

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Professional Insurance

Books, Seminars, Webinars, Conferences

Printing and Stationery

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Tools and Equipments purchased this year

Please advise purchase date and amount.

Other Work Related Expenses

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Other Work Related Expenses

Gifts and Donations

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Donations to registered charities

Please advise name of the charity and amount.

Donations to registered charities

Please advise name of the charity and amount.

Cost of Managing Tax Affairs

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Tax agent fees

Other Deductible Expenses

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Income Protection Insurance

Personal Super Contribution (after tax)

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