Instruction Forms
If you’re new to Mercia, then simply choose from one of our forms below to instruct us to do a specific job for you. If you simply want to appoint us as a Tax Agent or Accountant, then click on the New Client Form below and email it to us.
Forms are listed in alphabetical order.
FORMS
ABN Registration / Set up – This is an On-line Form (mobile compatible)
Advanced Health Directive Set Up Advanced Health Directive Explained
Bare Trust Deed (SMSF Borrowing) – Creates a Bare Trust Deed
Company Registration / Set Up – Creates a private or public company on your behalf. <do it on-line here>
Enduring Power of Attorney Set Up Enduring Power Attorney (EPA) Explained
Enduring Power Guardianship Set Up Enduring Power Guardianship Explained
Engagement Letter – New Client Engagement Letter
Engagement Brochure – New Individual Client Engagement Brochure
Family Trust Set Up (otherwise known as a Discretionary Trust). <do it on-line here>
Income Protection Application – This is an On-line Form (mobile compatible)
Loan Application Form – This is an On-line Form (mobile compatible)
New Client Form – <Word Doc> <PDF> – use this form to appoint us as your Accountant/Tax Agent
Personal Protection Application – This is an On-line Form (mobile compatible)
Super Fund – SMSF Set Up – Creates a SMSF, contact us to find out more. <do it on-line here>
Tax Return Form – This is an On-line Form (mobile compatible)
Tax Return for Existing Clients – This is an On-line Form (mobile compatible)
Testamentary Trusts/Complicated Will – set up – Testamentary Trusts can be compared to a family trust except that it comes into existence when a person is deceased. To understand more read this <explanation sheet>.
Unit Trust Set Up – use this form to engage us to set up a unit trust. <do it on-line here>
Will – Set Up a Will – Wills explained, see above for Testamentary Trusts/Complicated Wills
Will Deposit – Application to lodge with the public trustee
Simply complete the form and email it to us.
To ask a question about any of our forms please contact us
For Fees and charges please contact us.