New Client Onboarding — SAMAF Consultants

SAMAF GROUP PTY LTD, trading as SAMAF Consultants, collects your personal information to comply with Australian taxation, anti-money laundering (AML), and client verification laws. This includes verifying your identity, ensuring the accuracy of your tax records, and securely managing your financial information.

The information you provide allows us to deliver accurate, compliant and personalised accounting and tax services. Your data is kept confidential and handled in accordance with the Privacy Act 1988 (Cth) and our Privacy Policy. We do not share your information without your consent unless required by law. Please complete all sections accurately to avoid delays in processing your request.

This page uses an encrypted connection. Your Tax File Number and identification are protected under the Privacy (Tax File Number) Rule 2015 and are only used to provide your tax and accounting services.

Fields marked * are required.

01General Information

First name *

Last name *

Date of birth *

Tax File Number (or ABN) *

Used only for your tax services and protected by law.

Title

Mrs

Ms/Miss

Other

Gender

Male

Female

Non-binary

Prefer not to say

Residency status *

02Contact Details

Phone number *

Email address *

Street address *

Start typing and pick your address, or just type it in.

Suburb *

State *

Postcode *

03Banking Details

For any tax refund payable to you. Leave blank if you'd prefer to provide these later.

Account name

BSB

Account number

04Employment Information

Please provide as much detail as possible for any work-related expenses. Anything claimed must be supported by evidence (receipts/invoices) — bank statements alone are not accepted. If you had no work-related expenses, you can skip the expense fields. If you're unsure, please check with the person who referred you or email info@samaf.com.au.

Occupation *

Motor vehicle expenses

Please supply details, e.g. kilometres travelled for work.

Work-related uniforms

If any.

Mobile phone usage

Monthly plan cost, and the work-related portion if known.

Work-related self-education expenses

Please supply details.

Did you have any rental (investment property) income?

Yes

Cost of managing tax affairs

If you were our client last year, you can leave this blank.

Any other work-related expenses

Work-related expenses — proof

You can attach multiple files. If you have a lot, we'd prefer a link to a cloud folder (OneDrive, Google Drive, iCloud) — please ask us first if unsure. Image files are compressed automatically.

05Partner / Spouse & Family

Please provide as much as you can. If your spouse/partner is also our client, you can skip this section.

Do you have a spouse or partner?

Yes

Do you have any dependants?

If yes, please give each child's age and whether they're in school. Please do not write children's names.

06Confirmation

Message or comment

Who referred you? How did you hear about us? *

I confirm I have read and agree to the terms in SAMAF Consultants's Terms of Use Policy. *

Signature *

Photo identification (including signature) *

Please attach a clear photo of yourself holding your valid photo ID (driver's licence or passport) next to your face. Make sure your whole face and all ID details are clearly visible — don't cover any part of the ID. Use good lighting and a plain background. This is a one-time requirement under our client verification obligations. Photos are automatically optimised for secure upload, so large phone photos are fine — just keep every detail clearly readable.

Your details are used only to set up and provide your accounting and tax services.

Thank you — we've received your details

A confirmation has been sent to your email. Our team will review your information and be in contact if anything further is needed.

Let's get you set up.

Thank you — we've received your details

Terms of Use

1. Acceptance of Terms

2. Our Services

3. Your Responsibilities

4. Privacy and Confidentiality

5. Fees and Payment

6. Limitation of Liability

7. Intellectual Property

8. Amendments

9. Termination

10. Governing Law

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