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  • Home
  • What We Do
    • Accounting & Tax Services
    • Business Consulting Services
    • Bookkeeping Services
    • Aintree Group Wealth
    • Aintree Group Legal
    • Superannuation Services
    • Protecting Your Assets
    • Outsource to Aintree Group
    • Breaking Up
  • What We’re All About
    • Community Involvement
    • Our Clients
    • Our Team
    • Our Purpose
    • Our Network
    • Social Responsibility
    • Our Covid-Safe Practices
    • Protecting Your Data
  • Events
  • Our Insights
  • Get In Touch
    • Contact Us
    • Book Appointment
    • Join Our Team

New Client Form 2 - Onboarding Form

Please fill out this form in an INCOGNITO browser window
Getting the information we need to start work for the client. This form is for after the Engagement Proposal has been accepted.
  • To be completed by: Executive Assistants

    Email the client and arrange a 30 minute Onboarding Phone Call to complete this form. Let them know ahead of time what information you will require. Please send email using the relevant template in HubSpot.

  • EAs need to email the client and book a phone or video call meeting to collect the information for the form below.
    Please send email using the relevant template in HubSpot.
  • Please provide the FYI Docs link to New Client Form 1 for this new client, which should be saved under "Aintree Group Prospects".
  • DD slash MM slash YYYY
  • Tax File Numbers:
    Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual File Note section and not in the comments!!
  • Tell client: There is no guarantee we will receive financial statements, documents or tax returns from their previous accountant. They are not obligated to provide us with that information and so it is preferable the client provides these documents to us directly.
  • Make sure client has our mailing address:
    Aintree Group
    PO Box 193
    CAMBERWELL VIC 3124
  • Tell client: We will email them a link to upload relevant documents to OneDrive.
  • Previous Accountant Details

  • If available.
  • Partner

  • DD slash MM slash YYYY
  • E.g. when sending documents for signing via FuseSign.

    "We will advise you and your spouse/partner on the basis that you are a family unit with shared interests. We may deal with either of you and may discuss with either of you the affairs of the other."
    If the client wishes to change these arrangements, they need to let us know (and tick "no" in the options below).

  • All company directors must have a Director ID Number. If you do not have one please contact us ASAP about setting on up.

    You can find more information about DINs here.

  • Children

  • E.g. when sending documents for signing via FuseSign.

    "We will advise you and your spouse/partner/children on the basis that you are a family unit with shared interests. We may deal with either of you and may discuss with either of you the affairs of the other."
    If the client wishes to change these arrangements, they need to let us know (and tick "no" in the options below).

  • First Child

  • DD slash MM slash YYYY
  • Second Child

  • DD slash MM slash YYYY
  • Third Child

  • DD slash MM slash YYYY
  • Fourth Child

  • DD slash MM slash YYYY
  • Fifth Child

  • DD slash MM slash YYYY
  • Sixth Child

  • DD slash MM slash YYYY
  • Seventh Child

  • DD slash MM slash YYYY
  • Eighth Child

  • DD slash MM slash YYYY
  • Bank Account Details

    BANK ACCOUNT #1

    Make this the main bank account/bank account associated with the main contact for this client.

  • Please specify what bank account this bank account is for.
  • BANK ACCOUNT #2
  • Please specify what bank account this bank account is for.
  • BANK ACCOUNT #3
  • Please specify what bank account this bank account is for.
  • BANK ACCOUNT #4
  • Please specify what bank account this bank account is for.
  • An email with these contact details will automatically be sent to the Communications, Events & Marketing Coordinator when you submit this form.
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03 9851 7999

admin@aintreegroup.com.au

Level 1 273 Camberwell Road
Camberwell, VIC 3124

 

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Aintree Group acknowledges the traditional owners of the land on which our office is built, the Wurundjeri Woi-wurrung people.

We celebrate diversity and value inclusivity within our business and the community.

Our office is a LGBTQ-Friendly & Transgender Safe Space.

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