Section 1 – Contact Details

Full name

Email

Mobile

Country currently living in

Australian citizen?

Yes

No

Section 2 – What do you need help with?

Area of enquiry

Section 3 – Tell us about your circumstances

Summary of circumstances

Section 4 – Timing

Is this matter:

Urgent (within 2 weeks)

Within 1 month

Within 3 months

General advice only

Section 5 – Countries involved

Section 6 – Are you...

Section 7 – Existing advisers

Section 8 – Estimated complexity

These don't need to be exact.

Annual income (approximate)

Number of countries involved

Number of entities involved

Section 9 – How did you hear about us?

How did you hear about us?

Section 10 – Engagement questions

Have you previously received advice from another adviser regarding this matter?

Yes

No

Is there currently an ATO review, audit or dispute relating to this matter?

Yes

No

Have any tax returns already been lodged that relate to this enquiry?

Yes

No

Are you seeking advice before implementing your plans, or after transactions have already occurred?

Before

After

Both

Section 11 – File upload

Supporting documents (optional)

Upload your file

Choose a file or drag and drop one here.

Section 12 – Acknowledgements

I acknowledge that submission of this form does not create an engagement or client relationship.

I understand that Worldwide Advisory will review my information before determining the appropriate scope of work and any applicable fees.

I confirm the information provided is true and complete to the best of my knowledge.