Client Questionnaires

2021 Financial Year

Please print and complete the appropriate questionnaire(s):

• General (All Clients)
• Investor Statements Questionnaire

The following schedules can be utilised to suit your particular circumstances as required:

• Schedule 1: Debtors
• Schedule 2: Creditors
• Schedule 3: Sale or Purchase of Assets
• Schedule 4: Rental Property
• Schedule 5: Livestock & Bloodstock on hand
• Schedule 6: Business Information
• Schedule 7: Investor & Other Information