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Onboarding Form
Step
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Company Structure
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INDIVIDUALS
Individuals - What is your TFN?
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Individuals - Year of Last Tax Return Lodged
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TRUST
What is your Trust TFN?
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Year of Last Tax Return Lodged for your Trust
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Please Upload Your Trust Deed
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Last Set of Financials for your Trust
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BUSINESS
What is your Business TFN?
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Year of Last Tax Return Lodged for your Business
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Last Set of Financials for your Business
Max. file size: 100 MB.
COMPANY
What is your Company TFN?
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Year of Last Tax Return Lodged for your Company
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Last Set of Financials for your Company
Max. file size: 100 MB.
SOLE TRADERS
What is your Sole Trader TFN?
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Sole Traders - Year of Last Tax Return Lodged
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Last Set of Financials for Sole Traders (if applicable)
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Entity Details
Entity Name
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Confirmation
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