Fact Find — International Broker Co

Personal Information

Number of Applicants

1 2 3

Full Name

Email Address

Phone Number

Date of Birth

Marital Status

Do you have a partner/spouse involved in this restructure?

Yes No

Partner's Full Name

Number of Dependent Children

Current Residential Address

Current Citizenship(s)

Passport(s) Held List all passports — separate from citizenship, matters for banking & travel

Current Personal Tax Residency Country

Are you currently tax resident anywhere outside your home country?

Yes No

Where?

How many days per year do you spend in your home country?

Assets

📈 Shares / Equities

Approximate Value AUD

Where Are They Held?

₿ Crypto

Approximate Value AUD

Where Is It Held?

💰 Cash / Savings

Approximate Value AUD

Where Is It Held?

🏢 Other Business Interests

Approximate Value AUD

Location / Jurisdiction

Properties Owned

Exit Tax & Prior Advice

Have you received any professional advice on exit tax or international structuring?

Yes No

Brief Summary of Advice Received

Have you already taken any steps? (moved country, opened foreign company, etc.)

Yes No

What Have You Done So Far?

Goals & Timeline

Primary Goal — Select All That Apply

Reduce ongoing tax Plan for business exit Relocate personally International business structure International banking All of the above

Do You Have a Target Country in Mind?

Yes No Still exploring

Which Country?

Intended Timeline

Anything Else You'd Like Us to Know Before the Call?

Your information is kept strictly confidential and used only to prepare for your consultation.
You'll receive a confirmation email once submitted.

✓ Received

Thanks — we'll review your fact find before the call.
You'll hear from us shortly to confirm your consultation time.

Confidential Fact Find

📈 Shares / Equities

₿ Crypto

💰 Cash / Savings

🏢 Other Business Interests

✓ Received