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

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?

How are your transactions recorded?

Description	Asset	Liability

Family Home
Investment Properties
How many investment properties do you own
Shares and managed funds
Superannuation
Total Bank Accounts
Motor Vehicles
Credit Cards
Other	please describe the asset or liability...

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?

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