Forms Submit a form to help us help you. Contact us Tax Structure Formations Company formation Company establishment form Company name * Applicant name * First Name Last Name Email * Phone number * Place of business address * The main address where you will conduct business. Address 1 Address 2 City State/Province Zip/Postal Code Country Registered office address * Place where ASIC correspondence will be sent. Address 1 Address 2 City State/Province Zip/Postal Code Country Main business activity Leave blank if setting up an investment entity. Share class e.g. Ordinary (ORD) shares / Preference (PRF) shares Ordinary (ORD) Class A (A) Class B (B) Class C (C) Class D (D) Founder's (FOU) Redeemable (RED) Special (SPE) Preference (PRF) Cumulative preference (CUMP) Non-cumulative preference (NCP) Redeemable preference (REDP) Non-redeemable preference (NRP) Cumulative redeemable preference (CRP) Non-cumulative redeemable preference (NCRP) Participative preference (PARP) Total number of shares issued Total number of shares issued to shareholders (e.g. 100 Shares). Total $ paid per share Price paid per individual share (e.g. $1 per share). $ Other share class (if applicable) If more than one share type, please select here. Ordinary (ORD) Class A (A) Class B (B) Class C (C) Class D (D) Founder's (FOU) Redeemable (RED) Special (SPE) Preference (PRF) Cumulative preference (CUMP) Non-cumulative preference (NCP) Redeemable preference (REDP) Non-redeemable preference (NRP) Cumulative redeemable preference (CRP) Non-cumulative redeemable preference (NCRP) Participative preference (PARP) Total number of this share class issued Total number of share class issued to shareholders (e.g. 100 Shares). Total $ paid per share Price paid per individual share (e.g. $1 per share). $ Other share class (if applicable) Please select if you require another share class. Ordinary (ORD) Class A (A) Class B (B) Class C (C) Class D (D) Founder's (FOU) Redeemable (RED) Special (SPE) Preference (PRF) Cumulative preference (CUMP) Non-cumulative preference (NCP) Redeemable preference (REDP) Non-redeemable preference (NRP) Cumulative redeemable preference (CRP) Non-cumulative redeemable preference (NCRP) Participative preference (PARP) Total number of this share class issued Total number of share class issued to shareholders (e.g. 100 Shares). Total $ paid per share Price paid per individual share (e.g. $1 per share). $ Notes for share class(es) Add any relevant details about the share classes you have selected. First name of director 1 * Middle name(s) Last name * Director 1 Identification Number * Email of director 1 Leave blank if same as main contact email. Phone number of director 1 Leave blank if same as main contact phone number. (###) ### #### Date of birth of director 1 * Place of birth of director 1 (state or country AND suburb or city) * Residential address of director 1 * Address 1 Address 2 City State/Province Zip/Postal Code Country First name of director 2 Middle name(s) Last name Director 2 identification number Email of director 2 Phone number of director 2 (###) ### #### Date of birth of director 2 Place of birth of director 2 (state or country AND suburb or city) Residential address of director 2 Address 1 Address 2 City State/Province Zip/Postal Code Country First name of shareholder 1 Leave this blank and fill out the COMPANY NAME box further down If shareholder 1 is a company. Middle name(s) Last name Date of birth of shareholder 1 This must be completed if the shareholder is a person (i.e. not company or Trust). OR Company name of shareholder 1 Only complete if shareholder 1 is not an individual. Email of shareholder 1 Residential address of shareholder 1 Include company address if shareholder is a company. Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 1 Capital issued to shareholder 1 $ First name of shareholder 2 Leave this blank and fill out the COMPANY NAME box further down If shareholder 2 is a company. Middle name(s) Last name Date of birth of shareholder 2 This must be completed if the shareholder is a person (i.e. not company or Trust). OR Company name of shareholder 2 Only complete if shareholder 2 is not an individual. Email of shareholder 2 Residential address of shareholder 2 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 2 Capital issue to shareholder 2 $ First name of shareholder 3 Leave this blank and fill out the COMPANY NAME box further down If shareholder 3 is a company. Middle name(s) Last name Date of birth of shareholder 3 This must be completed if the shareholder is a person (i.e. not company or Trust) OR Company name of shareholder 3 Only complete if shareholder 3 is not an individual. Email of shareholder 3 Residential address of shareholder 3 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 3 Capital issued to shareholder 3 $ First name of shareholder 4 Leave this blank and fill out the COMPANY NAME box further down If shareholder 4 is a company. Middle name(s) Last name Date of birth of shareholder 4 This must be completed if the shareholder is a person (i.e. not company or Trust). OR Company name of shareholder 4 Only complete if shareholder 4 is not an individual. Email of shareholder 4 Residential address of shareholder 4 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 4 Capital issued to shareholder 4 $ Questions and notes Thank you! Family Trust formation Discretionary trust form Name * First Name Last Name Email * This email will also be used for any future ATO correspondence to do with this trust. Phone Number * (###) ### #### Trust name * Postal address * For the receipt of documents. Address 1 Address 2 City State/Province Zip/Postal Code Country Is this trust associated with business activity? If yes, please briefly describe the business activity. Business address (if applicable). Please leave blank if not applicable, or if it is the same as the postal address above. Address 1 Address 2 City State/Province Zip/Postal Code Country Settlement sum * Usually $10 $ Name(s) of Appointer(s) * Person or persons who appoints the Trustee(s), please list multiple appointers with commas to separate names. First Name Last Name Residential address of Appointer (if more than one, please include other residential address in the notes section at the end of this form) Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of Successor Appointer This is the person you would succeed the appointor on their death. First Name Last Name Trustee structure * You may appoint either a company trustee or an individual trustee(s). Individual Trustee Corporate Trustee Full name of Trustee 1 * You may appoint ONE COMPANY as a trustee OR an individual trustee or multiple individual trustees. Tax file number of Trustee 1 Please leave if your trustee is a company. Date of birth of trustee 1 Please leave if your trustee is a company. Full name of Trustee 2 Only complete if you have more than one trustee. Please include the middle name(s) in brackets. First Name Last Name Tax file number of Trustee 2 Date of birth of Trustee 2 Full name of Beneficiary 1 * Please include the middle name(s) in brackets. First Name Last Name Beneficiary type * Primary Beneficiaries are those named explicitly in the Trust Deed. Secondary Beneficiaries are ascertained by their relationship to the Primary Beneficiaries in the NowInfinity Deed. This includes certain family relatives, Companies, Trusts and charitable organisations. Generally, the primary beneficiaries will be the parties who are the initial controllers of the trust. The secondary beneficiaries will usually be the children and other family members of the primary beneficiaries. Primary Secondary Email of Beneficiary 1 * Phone number of Beneficiary 1 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Date of birth of Beneficiary 1 Tax file number of Beneficiary 1 Residential address of Beneficiary 1 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of Beneficiary 2 Only complete if you wish to have more than 1 Beneficiary (please include middle name(s) in brackets). First Name Last Name Beneficiary type * Primary Beneficiaries are those named explicitly in the Trust Deed. Secondary Beneficiaries are ascertained by their relationship to the Primary Beneficiaries in the NowInfinity Deed. This includes certain family relatives, Companies, Trusts and charitable organisations. Generally, the primary beneficiaries will be the parties who are the initial controllers of the trust. The secondary beneficiaries will usually be the children and other family members of the primary beneficiaries. Primary Secondary Email of Beneficiary 2 Phone number of Beneficiary 2 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Date of birth of Beneficiary 2 Tax file number of Beneficiary 2 Residential address of Beneficiary 2 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of Beneficiary 3 Please include middle name(s) in brackets. First Name Last Name Beneficiary type * Primary Beneficiaries are those named explicitly in the Trust Deed. Secondary Beneficiaries are ascertained by their relationship to the Primary Beneficiaries in the NowInfinity Deed. This includes certain family relatives, Companies, Trusts and charitable organisations. Generally, the primary beneficiaries will be the parties who are the initial controllers of the trust. The secondary beneficiaries will usually be the children and other family members of the primary beneficiaries. Primary Secondary Email of Beneficiary 3 Phone number of Beneficiary 3 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Date of birth of Beneficiary 3 Tax file number of Beneficiary 3 Residential address of Beneficiary 3 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of Beneficiary 4 Please include middle name(s) in brackets. First Name Last Name Beneficiary type * Primary Beneficiaries are those named explicitly in the Trust Deed. Secondary Beneficiaries are ascertained by their relationship to the Primary Beneficiaries in the NowInfinity Deed. This includes certain family relatives, Companies, Trusts and charitable organisations. Generally, the primary beneficiaries will be the parties who are the initial controllers of the trust. The secondary beneficiaries will usually be the children and other family members of the primary beneficiaries. Primary Secondary Email of Beneficiary 4 Phone number of Beneficiary 4 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Date of birth of Beneficiary 4 Tax file number of Beneficiary 4 Residential address of Beneficiary 4 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of Beneficiary 5 Please include middle name(s) in brackets. First Name Last Name Beneficiary type * Primary Beneficiaries are those named explicitly in the Trust Deed. Secondary Beneficiaries are ascertained by their relationship to the Primary Beneficiaries in the NowInfinity Deed. This includes certain family relatives, Companies, Trusts and charitable organisations. Generally, the primary beneficiaries will be the parties who are the initial controllers of the trust. The secondary beneficiaries will usually be the children and other family members of the primary beneficiaries. Primary Secondary Email of Beneficiary 5 Phone number of Beneficiary 5 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Date of birth of Beneficiary 5 Tax file number of Beneficiary 5 Do you wish to exclude foreign persons from this trust? * Note that by answering yes, you accept that the trust deed will be structured to irrevocably exclude foreign persons, foreign trustees, foreign trusts, foreign purchasers and absentee persons from being beneficiaries of the trust for the purposes of various duty and/or land tax surcharges. If you would like more information about what this means, please contact us. Yes No Residential address of Beneficiary 5 Address 1 Address 2 City State/Province Zip/Postal Code Country Questions & Notes Thank you! Unit Trust formation Unit trust form Name * Main contact name. First Name Last Name Email * This email will also be used for any future ATO correspondence to do with this trust. Phone Number * (###) ### #### Trust name * Name of Appointer * Person or persons who appoints the Trustee(s). First Name Last Name Trustee structure * You may appoint either a company trustee or an individual trustee(s). Individual Trustee Corporate Trustee Name of Trustee(s) You may appoint 1 company as a trustee or an individual trustee or multiple individual trustees. Total number of units issued * Total number of units issued to unit holders (e.g. 100 Units). Total $ paid per unit * Price paid per individual unit (e.g. $1 per unit) $ Full name of unit holder 1 * Please include middle name in brackets. First Name Last Name Date of birth of unit holder 1 * Tax file number of unit holder 1 * Residential address of unit holder 1 * Address 1 Address 2 City State/Province Zip/Postal Code Country Phone number of unit holder 1 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Email of unit holder 1 * Units issued to unit holder 1 * Full name of unit holder 2 Only complete if you wish to have more than 1 unit holder (please include middle name in brackets). First Name Last Name Date of birth of unit holder 2 Tax file number unit holder 2 Residential address of unit holder 2 Address 1 Address 2 City State/Province Zip/Postal Code Country Phone number of unit holder 2 Email of unit holder 2 Units issued to unit holder 2 Full name of unit holder 3 Please include middle name in brackets. First Name Last Name Date of birth of unit holder 3 Tax file number of unit holder 3 Residential address of unit holder 3 Address 1 Address 2 City State/Province Zip/Postal Code Country Phone number of unit holder number 3 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Email of unit holder 3 Units issued to unit holder 3 Full name of unit holder 4 Please include middle name in brackets. First Name Last Name Date of birth of unit holder 4 Tax file number of unit holder 4 Residential address of unit holder 4 Address 1 Address 2 City State/Province Zip/Postal Code Country Phone number of unit holder number 4 Please provide if you would like this individual to be an ATO contact for the trust. (###) ### #### Email of unit holder 4 Units issued to unit holder 4 Questions and Notes Thank you! Super Fund formation SMSF establishment form Name of Superfund * How many members should this fund be setup with? * Select Sole member fund 2 member fund 3 member fund 4 member fund 5 member fund 6 member fund Company name * Applicant name * First Name Last Name Email * Phone number * Place of business address * The main address where you will conduct business. Address 1 Address 2 City State/Province Zip/Postal Code Country Registered office address * Place where ASIC correspondence will be sent. Address 1 Address 2 City State/Province Zip/Postal Code Country Share class e.g. Ordinary (ORD) shares / Preference (PRF) shares Ordinary (ORD) Class A (A) Class B (B) Class C (C) Class D (D) Founder's (FOU) Redeemable (RED) Special (SPE) Preference (PRF) Cumulative preference (CUMP) Non-cumulative preference (NCP) Redeemable preference (NRP) Cumulative redeemable preference (CRP) Non-cumulative redeemable preference (NCRP) Participative preference (PARP) Total number of shares issued * Total number of shares issued to shareholders (e.g. 100 Shares). Total $ paid per share * Price paid per individual share (e.g. $1 per share). $ Full name of director 1 * Please include middle name in brackets. First Name Last Name Director 1 Identification Number * Email of director 1 Leave blank if same as main contact email. Phone number of director 1 (###) ### #### Date of birth of director 1 Place of birth of director 1 (state or country AND suburb or city) Residential address of director 1 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of director 2 Please include middle name in brackets First Name Last Name Director 2 identification number Email of director 2 Phone number of director 2 (###) ### #### Date of birth of director 2 Place of birth of director 2 (state or country AND suburb or city) Residential address of director 2 Address 1 Address 2 City State/Province Zip/Postal Code Country Full name of shareholder 1 Please include middle name in brackets First Name Last Name Date of birth of shareholder 1 This must be completed if the shareholder is a person (i.e. not company or Trust) Email of shareholder 1 Residential address of shareholder 1 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 1 Full name of shareholder 2 Please include middle name in brackets First Name Last Name Date of birth of shareholder 2 This must be completed if the shareholder is a person (i.e. not company or Trust). Email of shareholder 2 Residential address of shareholder 2 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 2 Capital issue to shareholder 2 $ Full name of shareholder 3 Please include middle name in brackets First Name Last Name Date of birth of shareholder 3 This must be completed if the shareholder is a person (i.e. not company or Trust) Email of shareholder 3 Residential address of shareholder 3 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 3 Capital issued to shareholder 3 $ Full name of shareholder 4 Please include middle name in brackets First Name Last Name Date of birth of shareholder 4 This must be completed if the shareholder is a person (i.e. not company or Trust). Email of shareholder 4 Residential address of shareholder 4 Address 1 Address 2 City State/Province Zip/Postal Code Country Tax file number of shareholder 4 Capital issued to shareholder 4 $ Questions and notes Thank you! Tax Forms Education expenses Self-education expenses Taxpayers name * First Name Last Name Email * Financial Year * Please select the financial year end date MM DD YYYY Self-education type * Study maintains or improves a skill or specific knowledge Study likely to lead to increased income Other direct connection Self-education expense 1 - Description * Self-education expense 1 - Cost * $ Self-education expense 2 - Description Self-education expense 2 - Cost $ Self-education expense 3 - Description Self-education expense 3 - Cost $ Self-education expense 4 - Description Self-education expense 4 - Cost $ Self-education expense 5 - Description Self-education expense 5 - Cost $ Other Information and comments Thank you! Gifts and Donations Donations form Taxpayers name * First Name Last Name Email * Financial Year * Please select the financial year end date MM DD YYYY Donations 1 - Description * Donations 1 - Cost $ Donations 2 - Description Donations 2 - Cost $ Donations 3 - Description Donations 3 - Cost $ Donations 4 - Description Donations 4 - Cost $ Donations 5 - Description Donations 5 - Cost $ Donations 6 - Description Donations 6 - Cost $ Donations 7 - Description Donations 7 - Cost $ Donations 8 - Description Donations 8 - Cost $ Donations 9 - Description Donations 9 - Cost $ Donations 10 - Description Donations 10 - Cost $ Other Information and comments Thank you! Home Office Expenses Home Office Expenses Taxpayers name * First Name Last Name Email * Financial Year * Please select the financial year end date MM DD YYYY Home office address * Address 1 Address 2 City State/Province Zip/Postal Code Country Office area (sqm) * Garage area used for business (sqm) Storage area used for business (sqm) Total area of home and garage (sqm) * Telephone business % use Internet business % use Annual rent (if property not owned) $ Annual electricity $ Annual gas $ Annual rates $ Annual interest (on mortgage) $ Insurance - House $ Insurance - Contents $ Repairs & Maintenance $ Depreciation on home office assets $ Telephone & internet $ Office consumables $ Office capital assets $ Details of capital asset purchases Please also provide the cost, date and description of the office assets purchased in the capital assets details field above. Thank you! Work Related Expenses Work related expenses form Taxpayers Name * First Name Last Name Email * Financial Year * Please select the financial year end date MM DD YYYY Deductible Expense 1 - Item Description Deductible Expense 1 - Item Cost $ Deductible Expense 2 - Item Description Deductible Expense 2 - Item Cost $ Deductible Expense 3 - Item Description Deductible Expense 3 - Item Cost $ Deductible Expense 4 - Item Description Deductible Expense 4 - Item Cost $ Deductible Expense 5 - Item Description Deductible Expense 5 - Item Cost $ Deductible Expense 6 - Item Description Deductible Expense 6 - Item Cost $ Deductible Expense 7 - Item Description Deductible Expense 7 - Item Cost $ Deductible Expense 8 - Item Description Deductible Expense 8 - Item Cost $ Deductible Expense 9 - Item Description Deductible Expense 9 - Item Cost $ Deductible Expense 10 - Item Description Deductible Expense 10 - Item Cost $ Details of capital asset purchases Please provide the cost, date of purchase and a description of capital asset purchases. Other Information and comments Thank you! Motor Vehicle Expenses Motor vehicle expenses form Taxpayers name * First Name Last Name Email * Financial Year * Please select the financial year end date MM DD YYYY Motor vehicle model * Motor vehicle cost $ Motor vehicle purchase date Estimated annual business kilometres You can claim a maximum 5,000 km using the cents per km method. Business percentage use Based on a logbook completed for a 12 week period. Logbooks are valid for five years, however, you may start a new logbook at any time. You do NOT need to complete the form details below if you are using the cents per km vehicle expense claim method. Fuel & Oil $ Repairs & Maintenance $ Insurance $ Department of Transport Licence $ Annual interest / hire purchase charges $ Thank you! Other Forms Entity Onboarding Entity Onboarding Form Entity name (i.e. name of company, trust or partnership) * Main Contact Full Name * This is mainly for ATO correspondence, invoices and payment reminders and other correspondence from us. Please get in touch if you would like additional cc's for any correspondence or specific individuals to receive only certain correspondence. Main Contact Email * Main Contact Phone Number * Signing Contact Full Name This is the person who is legally responsible for the signing of any documentation associated with the entity. Leave blank if same as main contact. Signing Contact Email Leave blank if same as main contact. Signing Contact Phone Number Leave blank if same as main contact. Entity Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Tax File Number (if applicable) ABN (if applicable) Name of bank Please provide bank details for tax refunds. Account Name BSB Number Must have six digits Account Number Tax Agent Portal * Further steps outlined in your onboarding email will need to be completed for non-individuals. We may also need to arrange ethical clearance from your prior tax agent. I give Advali Accountants permission to add me (and agreed associated entities) to their tax agent portal Other important information E.g. type of trust, purpose of entity etc Thank you for your form submission. Individual Onboarding Individual Onboarding Form First Name * Middle name(s) - important to provide if you have them Last name * Email * Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Date of birth * Phone Number * Tax File Number * Name of bank * Provide bank details for tax refunds Account Name * BSB Number * Must have six digits Account Number * Name of spouse Leave blank if not applicable Number of dependents 0 1 2 3 4 5 6 7 8 Full name and DOB of dependents who receive a trust distribution. Tax Agent Portal * If you decide to not proceed with our tax services, you will automatically be removed from our tax agent portal upon lodging your next tax return. I give Advali Accountants permission to add me (and agreed associated entities) to their tax agent portal Thank you for your form submission. Employee Declaration Employee Declaration Employer business name * Title * Miss Mrs Ms Mr Dr Rev Other Your name * First Name Last Name Email * Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Phone Number * Date of birth * Tax File Number * Name of your preferred bank * Account Name * BSB Number * Must have six digits Account Number * Select residency status for tax purposes * Australian resident Foreign resident Tax offset and variations Claim the tax-free threshold Payee has study or training loans (e.g. HECS) Superannuation fund Please provide the name of your super fund e.g. Hotsplus. Super fund product OR USI * E.g. HOSTPLUS Superannuation Fund - Industry (HOSTPLUS Superannuation Fund) Note: If this is the same as the fund name, please write the name again. Superannuation fund member number SMSF ABN (if applicable, please provide) SMSF Electronic Service Address (ESA) Emergency contact name First Name Last Name Emergency contact phone number Relation of contact to you e.g. mother, friend etc. Thank you for your form submission. Submitted forms will be discussed and approved before being executed.
