Property Accounting Services NZ - NZ Property Accountants

Please choose this option. *

New Client - First Time Engagement

Existing Client - Refresh Engagement

Primary Client Name *

IRD Number *

Client Signature *

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

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Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Name (Required)

IRD Number (Required)

Client Signature (Required)

Clear

Client Contact Phone *

Primary Client Email *

Enter the number of Individuals, Companies/LTCs and Trusts in your group

Please ensure that this matches the number of signatures above

Use the "Add another client" button to add multiple IRD numbers and signatures to the same form.

Number of Individuals *

Number of Trusts *

Number of Companies (incl LTCs) *

Next of Kin Name *

Kin Phone Number *

Kin Email Address *

Lawyer Phone Number

Lawyer Email Address

Mortgage Phone Number

Mortgage Email Address

Insurance Phone Number

Insurance Email Address

Please advise which of the following activities you undertake with AAT Accounting Services. Choose as many as you want, but do not include work that is looked after by another accountant: *

Residential Investor

Commercial Investor

Trader or Developer

Real Estate Sales

Mortgage Advisor

Property Management

Other Business

Please advise which of the following of the following areas you would be interested in hearing more about, if any:

Pre-market new build residential developments (usually with a discount to market price)

Joint ventures (property trading) with other clients - offering hands-off finance

Joint ventures (property trading) with other clients - offering hands-on management, sourcing, expertise etc

Commercial property syndicates (will require moderate cash input, $50k+)

Group investment in managed business investments (will require significant cash input, $100k+)

I have an existing relationship with another accountant? *

Yes

Existing Accountant Name (Required)

Existing Accountant Email (Required)

I acknowledge that I have read and agree to the Client Engagement provided by AAT Accounting Services Limited, and have authority to accept these terms on behalf of all individuals and entities included above.

I acknowledge that in the event I cease the relationship with AAT Accounting Services prior to the compilation of any annual accounts, fees may be payable for services rendered to that date, as well as an administration charge not exceeding $150+GST.

Authority & Engagement Details