Onboarding - Individual

New client onboarding - Individual

Please complete this form so we can set up your file. You'll need your tax file number, bank details for any refunds, and a copy of your photo ID.

This form is encrypted and all information is kept strictly confidential. This should only take a few minutes.
Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

DayMonthYear
2 digit day, 2 digit month, 4 digit year
Residential Address

Street Address

Street Address Line 2

SuburbState

Postal Code
I have a different postal address
Postal Address

Street Address

Street Address Line 2

SuburbState

Postal Code
Contact Number
Email

Confirmation EmailPlease enter twice for confirmation
Tax File Number
Your bank details are provided to the ATO for tax refund purposes only.
Banking Details
BSB
Account Number
Account Name
Financial Institution Name

Almost Done
Have you previously used a tax agent?
I authorise Cube Accounting to contact my previous tax agent to request my records and transfer my file
Previous agent's name / firm
Previous agent's email address
example@example.com
How did you hear about us?

Other
Who referred you?
Cube Accounting Pty Ltd | ABN 66 155 620 054 | TPB Registration 19856001
62 Beaumont Parkway, Success WA 6164

Liability limited by a scheme approved under Professional Standards Legislation
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