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					                 Love & Partners Chartered Accountants
                                     Client Care Checklist
At Love & Partners Chartered Accountants, we believe that our responsibility to you extends further
than the provision of accounting services.

Our goal is to offer a personalised and professional accounting and financial services experience.
To assist us in helping you, please take a few moments to complete the details below. Thank you

 Client Name                                                              Date             OC Code   (Office use only)




                 Please mark your response in the relevant column
                                                                                           YES   NO          N/A
                                    with a ‘’ ‘


 TAX PLANNING
    o Obviously this is one of the main areas in which we can assist you. Are you
       interested in exploring all of the opportunities available to you in this area?

 CASHFLOW MANAGEMENT
    o Often one of the hardest areas to manage, do you need help with a more
      structured approach? Remember Cashflow is KING….
    o Do you utilise a budget to manage your affairs?

 MORTGAGE/DEBT STRATEGIES
   o Are your borrowings structured in the most tax effective manner?
   o Have you reviewed your mortgage lately to ensure that it is appropriate for you?
   o Do you understand the difference between Good and Bad Debt?

 SUPERANNUATION
    o Do you understand the tax benefits available to you in superannuation?
    o Are you eligible for the co-contribution or spouse contribution?
    o Do you know what percentage of your current income will you need to live off in
      retirement?
    o In light of the above question, do you feel you have sufficient superannuation for
      retirement?

    o
 INSURANCE – DO YOU HAVE APPROPRIATE COVER TO MANAGE RISK?
    o Businessunderstand how bestMotor-vehicle, Work cover, of any Business Asset or
    o Do you – General, Building, to structure the purchase Land-lord
      Equipment?
               – P/I Cover, Public Liability
     o   Personal – Life, TPD, Trauma & Income Protection Cover plus General Cover.
                 – Income Protection
 BUSINESS PLANNING & STRUCTURES
    o Are you interested in comparing your business to others in your industry?
    o Is your business structure suitable for your current circumstances?
    o Are your Computer back up procedures adequate?
    o Is your accounting software the most recent available?


 ESTATE PLANNING
    o Do you have a current Will?
    o Do you have in place an Enduring Power of Attorney?
    o In the event of your death, are you sure that your estate would be paid to your
       dependents as tax effectively as possible (including superannuation)?
                    Love & Partners Chartered Accountants
                    THIS SIDE CAN BE COMPLETED WITH THE ACCOUNTANT


                                      Current Financial Position

HOUSE VALUE:                                           CURRENT DEBT:

                                                 INVESTMENTS

RENTAL:                                                CURRENT DEBT:

EQUITIES:                                              CURRENT DEBT:

                                         SUPERANNUATION VALUE

CLIENT 1:                                              CLIENT 2:

                                             INSURANCE VALUES

LIFE:

ICP:

TRAUMA:


                                        OTHER ISSUES OF NOTE
Number Of Children & Dates of Birth:




Do you want further information on relevant Tax Issues? If so, please add to Email List for
Monthly Accounting/Tax report: YES / NO
(e.g. The Report)

Email address ___________________________________________________________________

             Please sign only if information is not to be provided.
I acknowledge that Love & Partners Chartered Accountants, has attempted to draw my attention to a number
of important issues relating to my overall position and I have chosen on this occasion not to complete
the information overleaf.

Client Signature:                                              Date:

Client Signature:                                              Date:

Interview completed by:

        Tick if client has been added to email list.

				
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