New Client On-Boarding

Thursday, August 22, 2024
New Client On-Boarding
Date submitted
Wednesday, August 21, 2024
Partner
Chris Reed
Manager
Sisi Liang - sl@buscgroup.com.au
Primary Client Type
Entity
FP Client Only
No
ATO ID Verification done?
No

Please complete ATO ID Verification jotform:

https://form.jotform.com/Buscgroup/ato-id-verification

Primary Entity Name
Edwards Family Trust
TFN/ABN:
14531379646
Client Type
Discretionary Trust
Contact Person
Catherine Edwards
Are client details in XPM?
No
Postal Address
PO Box 8010
Bendigo South, Vic, 3551
Phone Number
(0421) 955548
Exclude from Welcome Email?
No
Client Type (tick all applicable)
Non Business
Business
Are there other individuals included:
Yes
Number of Individuals
2
Name 1
Catherine Edwards
TFN
183332353
Date of Birth
Saturday, May 3, 1975
Contact Number
(0421) 955548
Client Type (tick all applicable)
Non Business
Business
Name 2
Travis Edwards
TFN
187992987
Date of Birth
Saturday, July 19, 1975
Contact Number
(0409) 239152
Client Type (tick all applicable)
Non Business
Are there other entities included:
Yes
List of other entities (please provide TFN/ABN)
TC Edwards Consulting Pty Ltd (trustee of Edwards Family Trust) Amitie Properties Pty Ltd as trustee for the Amitie Properties Unit Trust
List of entities that needs CorpSec
TC Edwards Consulting Pty Ltd (trustee of Edwards Family Trust) Amitie Properties Pty Ltd as trustee for the Amitie Properties Unit Trust
List of entities that needs Audit Insurance
All
Ethical Letter
Yes
Old Accounting Firm Name
VMG Accounting
Contact Person
Dean Gordon
Contact Number
(03) 544-30800
Referred by
Greg Robinson
Client Rating
C
Work Scheduling
Sept
Any job/s requiring setup?
No
Gift required?
No
List of Instructions & Additional client information
Documents in Travis Edwards client portal to be moved to relevent client folders.
About this template
Categories
Details
16 Clone
Created by
Buscgroup
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