CHECKLISTS
Expedite The On Boarding Process
Expedite The On Boarding Process
In order to provide our clients with the best possible service, Kennedy Cross has prepared a series of forms and checklists designed to help us help you. Please select from the options below to submit the relevant information to us.
NEW CLIENT INFORMATION FORM
Accelerate your on boarding process by completing this simple form.
INDIVIDUAL TAX RETURN CHECKLIST
Complete this checklist to give us a better understanding of your situation.
Financial Healthcheck
How healthy are your finances? Complete our healthcheck to give us a better understanding of your financial situation.
BUSINESS TAX RETURN CHECKLIST
Access your return faster when you complete this easy checklist.
SUPERANNUATION FUND TAX RETURN CHECKLIST
Let us better assist you with your superannuation needs with this simple checklist.
COMPANY, TRUST OR PARTNERSHIP TAX RETURN CHECKLIST
Complete this checklist to give us a better understanding of your situation.