Application Form

Date*

Date Format: DD slash MM slash YYYY

Full name*

First Middle Last

Personal details*

Date of Birth	Tax File Number

Street address*

Street Address City State Post Code Country

Is this address also your postal address*

Yes
No

Postal address*

Street Address City State / Province / Region ZIP / Postal Code Country

Email*

Enter Email Confirm Email

Phone*

Do you have a spouse*

Yes
No

Spouse name*

First Middle Last

Spouse - Date of birth*

Do you have any dependant children*

Yes
No

Under 21 years old, or 21 to 24 years old and a full-time student at a school, college or university regardless of their income.

Number of dependent children*

Please enter a number from 0 to 5.

Do you have a sole trader business*

Yes
No

Business details*

Trading name (Sole Trader)	ABN

Do you have a company e.g. ABC Pty Ltd*

Yes
No

Company details*

Company Name	ACN	ABN (Company)	Tax File Number (Company)

Email - Company*

Enter Email Confirm Email

Do you have a trust e.g. Smith Family Trust*

Yes
No

Trust details*

Trust Name	Trustee Name	ABN (Trust)	Tax File Number (Trust)

Email - Trust*

Enter Email Confirm Email

Do you have a SMSF e.g. Smith Self Managed Super Fund*

Yes
No

SMSF details*

SMSF Name	Trustee Name	ABN (SMSF)	Tax File Number (SMSF)

Email - SMSF*

Enter Email Confirm Email

Is their anything else you would like us to know

Ethical letter - Previous accountant notification*

I have no previous accountant
I grant permission for Astro Accountants to contact my previous accountant
I DO NOT wish Astro to contact my previous accountant.

We will send your previous accountant an ethical letter to advise them we are now acting on your behalf. We will also request any documents they may have which include trust deeds and company files.

Previous accountants details*

Accounting firm	Contact name	Email	Phone