Secure Client Intake

Compliance Lodgement Forms

Submit your details online through our encrypted multi-step intake questionnaires. Once submitted, your draft is safely saved and our certified accountants verify your documents for direct ATO or ASIC lodgement.

⏱ 5–8 mins From $150 AUD

Individual Tax Return Lodgement

Annual Australian income tax declaration for employees, contractors, sole traders, and property/crypto investors.

Form Sections:
1 Personal Details & TFN
2 Income & Allowances
3 Work Deductions
4 Declaration
256-bit encrypted draft Open Form →
⏱ 10–12 mins $850 AUD

Private Company (Pty Ltd) Set-Up

Complete proprietary company registration with ASIC, including ACN issuance, ABN, TFN, GST, and corporate constitution.

Form Sections:
1 Proposed Company Names
2 Registered Address
3 Directors & Shareholders
4 Tax Registrations
256-bit encrypted draft Open Form →
⏱ 8–10 mins $750 AUD

Discretionary / Unit Trust Set-Up

Establish a family discretionary or unit trust with customized trust deed, corporate or individual trustee, and ATO registrations.

Form Sections:
1 Trust Details & Type
2 Trustee Structure
3 Appointor & Beneficiaries
4 Tax Registrations
256-bit encrypted draft Open Form →
⏱ 10–15 mins $1,200 AUD

Self-Managed Super Fund (SMSF) Set-Up

Form an independent Self-Managed Superannuation Fund with corporate trustee, member declarations, and ESA configuration.

Form Sections:
1 Fund Name & Structure
2 Corporate Trustee (ASIC)
3 Fund Members
4 Bank & ESA Details
256-bit encrypted draft Open Form →

Form Draft Preservation Guarantee

You don't need an existing account to start filling any form. When you click Submit, your answers are automatically encrypted and saved to a secure draft vault with a handoff token while you confirm your email.