DJ Carmichael - Getting started

How to Complete Forms - Step 3

Individual
Company

Correctly filling out an individual/s account form:
Type of Client	Correct	Incorrect
SINGLE INDIVIDUAL Use full details not initials	Mr John Edward Smith	JE Smith
PARTNERSHIP Use partners' personal names; do not use the name of the partnership	Dr John Smith + Mr Michael Smith ( Partnership A/C)	John Smith & Son
TRUST Use trustee(s) personal names, do not use the name of the trust	Mrs Sue Smith (Sue Smith Family A/C) or Mr John Smith ( Baby Smith A/C)	Sue Smith Family Trust Mr John Smith as trustee for Baby Smith
SUPERANNUATION FUND Use name of the individual(s), do not use the name of the superannuation fund	Mr John Smith ( Smith Superannuation Fund A/C)	John Smith Superannuation Fund
DECEASED ESTATE Use executor(s) personal name(s), do not use the name of the deceased	Mr Tom French ( Est John Smith A/C)	Estate of the Late John Smith

Correctly filling out a company account form:
Type of Client	Correct	Incorrect
COMPANY Use company title, not abbreviations	ABC Pty Ltd	ABC P/L or ABC Co
TRUST Use trustee company's full title, do not use the name of trust	John Smith Pty Ltd (John Smith Family A/C) OR John Smith Pty Ltd (Baby Smith A/C)	John Smith Pty Ltd Family Trust John Smith Pty Ltd as trustee for Baby Smith
TRUST Use trustee(s) personal names, do not use the name of the trust	Mrs Sue Smith (Sue Smith Family A/C) OR Mr John Smith ( Baby Smith A/C)	Sue Smith Family Trust Mr John Smith as trustee for Baby Smith
SUPERANNUATION FUND Use name of the trustee, do not use the name of the superannuation fund	John Smith Pty Ltd ( Smith Superannuation Fund A/C)	Mr John Smith Superannuation Fund
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