M.J. Unwin & Associates
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Online Questionnaire
Your Personal Information
(please note that all fields in this section are required to be completed )
Name
Partner's Name
How many children do you have?
Home Address
Postal Address (if different to home address)
E-mail Address
Telephone
How did you hear about us?
Personal job description
Service Required
please select...
become a client
advice only
Why do you want to leave your current Accountant?
Your annual income ( salary and investments )
Partner's annual income ( salary and investments )
Do you currently have a business or investment structure?
please select...
family trust
unit trust
hybrid trust
company
partnership
multiple entities
other
How are your transactions recorded?
please select...
EXCEL
MYOB
Quicken
shoe box
other
if other, please detail...
Personal Balance Sheet
Description
Asset
Liability
Family Home
Investment Properties
How many investment properties do you own
please select...
1
2
3
4
5
6
7
8
9
10+
Shares and managed funds
Superannuation
Total Bank Accounts
Motor Vehicles
Credit Cards
Other
please describe the asset or liability...
Questions and Answers
What are you looking for in an Accountant?
What are your future goals ( both personally and financially ) ?
If you are an investor, what type of investing do you do or would like to get involved in?
Do you have any specific questions for us?
Advice
What advice do you require?
Is there a particular day / time you prefer?
I have read the fees and terms provided on the website and am aware that a fee will be charged for an initial meeting.
Our e-mail address is
admin@mjua.com.au