Accounting Questionnaire

Your Full Name:
Your Partners Name:

Your Email Address:
Contact Telephone:

Address:
Suburb:
Postcode:

Employment Status:
Marital Status:
Living Arrangements:
Are you a recent migrant?

I have: (please select)
A small business A rental property A self managed super fund An overseas pension fund

Would you like to know more about:
1. Buying your own home?	Yes No
2. Investing in property tax effectively?	Yes No
3. Life, disability and income protection insurance?	Yes No
4. Managing your own superannuation?	Yes No
5. Tax effective wealth creation?	Yes No
6. Starting a business?	Yes No
7. Book keeping software and services?	Yes No
8. Estates, wills and general insurance?	Yes No
9. Investing to fund your child's education?	Yes No

How did you find us?

Yes, please call me within 48 hours to arrange an appointment	Yes No
Yes, I’d like to receive future notices, discounts and special offers from Prouse Family Accountants?	Yes No

Do you accept the terms and conditions of this form? Terms & Conditions By completing this form you give Prouse Family Accountants Pty Ltd authority to share the information in this form with a third party. Prouse Family Accountants Pty Ltd is committed to keeping your personal information secure and confidential. We have technology and procedures to control and limit access to your information. Most customer information is stored in computer databases owned and operated by us which is subject to restricted access and other typical computer systems security arrangements. If you cease to be a customer your records will remain securely stored. If the service provided to you is with the assistance of related companies, contractors, agents and suppliers, we may need to provide these parties with some of your personal information (typically, your name, address and contact details). We take our obligation to protect your information seriously and we make every effort to deal only with ethical suppliers who share and demonstrate respect for your privacy.

Your Full Name:

Your Partners Name:

Your Email Address:

Contact Telephone:

Address:

Suburb:

Postcode:

Employment Status:

Marital Status:

Living Arrangements:

Are you a recent migrant?

I have: (please select)

A small business
A rental property
A self managed super fund
An overseas pension fund

Would you like to know more about:

1. Buying your own home?

Yes No

2. Investing in property tax effectively?

Yes No

3. Life, disability and income protection insurance?

Yes No

4. Managing your own superannuation?

Yes No

5. Tax effective wealth creation?

Yes No

6. Starting a business?

Yes No

7. Book keeping software and services?

Yes No

8. Estates, wills and general insurance?

Yes No

9. Investing to fund your child's education?

Yes No

How did you find us?

Yes, please call me within 48 hours to arrange an appointment

Yes No

Yes, I’d like to receive future notices, discounts and special offers from Prouse Family Accountants?

Yes No

Do you accept the terms and conditions of this form?

Terms & Conditions

By completing this form you give Prouse Family Accountants Pty Ltd authority to share the information in this form with a third party.

Prouse Family Accountants Pty Ltd is committed to keeping your personal information secure and confidential. We have technology and procedures to control and limit access to your information. Most customer information is stored in computer databases owned and operated by us which is subject to restricted access and other typical computer systems security arrangements. If you cease to be a customer your records will remain securely stored.

If the service provided to you is with the assistance of related companies, contractors, agents and suppliers, we may need to provide these parties with some of your personal information (typically, your name, address and contact details). We take our obligation to protect your information seriously and we make every effort to deal only with ethical suppliers who share and demonstrate respect for your privacy.