ARGENT TAX ADVISORY ADELAIDE

Your details

Let's start with you — the person we'll be working with directly.

Full Name *

Please enter your full name.

Preferred Name (optional)

Phone Number *

Please enter a valid phone number.

Date of Birth *

Please enter your date of birth.

Place of Birth (optional)

Residential Address *

Please enter your residential address.

Postal Address (if different from above)

Email Address *

Please enter a valid email address.

Tax File Number (TFN) *

Please enter a valid 9-digit TFN.

Director ID (if applicable)

Spouse / Partner

Your spouse/partner does not need to complete a separate form — as we're required to verify the identity of each individual we act for, they'll receive a separate identity verification request directly.

I have a spouse or partner to add

Dependants

Children or other dependants relevant to your tax affairs.

I have dependants to add

Entities

Any companies, trusts, partnerships or SMSFs you'd like us to manage.

I have entities to add

Prior Accountant

If you're moving from another accountant, a few details help us request your records.

I had a prior accountant

Nominated Contact Person

If someone else (e.g. a bookkeeper or office manager) should be our day-to-day point of contact, let us know.

I'd like to nominate a contact person

A Bit About You

We'd love to understand what's brought you here and what matters most to you — this helps us tailor our approach from day one.

How did you hear about Argent Tax & Advisory?

What made you decide to make the switch?

What is your current business or lifestyle goal?

What do you find most challenging about running your business?

How comfortable are you with using technology and automation in your business?

Is there anything else you'd like us to know?

Supporting Documents

If you have them on hand, uploading the following now helps us get started without needing to chase them up later. Everything here is optional — send whatever you have.

Prior year financial statements (if not already provided to us)
Prior year tax returns lodged (if not already provided to us)
Trust deed / deed of variation (for any trusts listed above)
Company constitution (if applicable)
SMSF trust deed (if applicable)
Any other relevant statutory or governing documents

You don't need to provide identification documents here — we'll ask for those separately as part of our secure identity verification process.

Accepted: PDF, JPG or PNG. Max 8MB per file, up to 5 files.

Click to choose files, or drag them here

Review & Submit

Please check the details below before submitting.

🔒 When you press Submit, your answers are sent over an encrypted connection directly into Argent Tax & Advisory's secure practice systems — the same systems behind our client portal. Nothing is stored in this form or on this device once it's sent, and it is never shared with any third party.

By submitting this form, I confirm that the information provided is true and correct to the best of my knowledge, and I consent to Argent Tax & Advisory collecting and storing this information for the purposes of providing taxation and advisory services.

I agree to the declaration above *

Please confirm the declaration to continue.

Full Name *

Please type your full name.

Date *

✅

Thank you!

Your onboarding details have been received by Argent Tax & Advisory.

If you have any questions, contact us at admin@argentadvisoryca.com.au or (08) 7092 5380.

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admin@argentadvisoryca.com.au | (08) 7092 5380

Client Onboarding

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