Checklists, JBA, Marrickville, NSW, Australia

Name:

Email address:

Business Name:

Please upload checked documents to your preferred portal:

If you check 'Yes' to any of the items below, please upload to your preferred portal:

Be sure to click submit at the bottom of the page.

If you have any issues, please contact our Practice Manager at: practicemanager@bouzios.com.au

Thank you for your co-operation!

Trust Documents

Have you provided copies of your trust documents and any updates?

Yes

N/A

Financial Statements

Financial Statements

Have you shared financial statements related to the trust?

Yes

N/A

Tax Records

Have you provided records related to trust taxes and income?

Yes

N/A

Trusts Checklist