WELCOME TO STRATEGEM

We are looking forward
to enriching your life with better financial decisions.

THANK YOU FOR CHOOSING STRATEGEM FOR

Taxation & Accounting

What you’ll find on this page:

1. New Client Onboarding Forms

2. Secure Client Portal Access

3. Onboarding Resources

1.New Client Onboarding Form

We appreciate your decision to work with our team at Strategem. Before we begin, we require you to fill out our new client form. This will allow us to create your client account and get you set up on our system and client portal.

Are you a new Trust Client?

Complete the New Client Onboarding Form

Are you a new Body Corporate (including Company), Partnership or Unincorporated Association Client?

Complete the New Client Onboarding Form

Are you a new Government Body Client?

Complete the New Client Onboarding Form

Are you a new Individual or Sole Trader Client?

For individuals who are having their individual tax return completed at Strategem.

Complete the New Client Onboarding Form

2.Secure Client Portal

Unlock the ability to upload your documents electronically

ACCESS MY CLIENT PORTAL
Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

3.ONBOARDING RESOURCES

✔ Identification Documents - Body Corporate, Partnership or Unincorporated Association

✔ Identification Documents - Individual or Sole Trader

✔ Identification Documents - Trust

✔ Identification Documents - Government Body

✔ Potentially Exposed Person Definition

We ask you to please take a moment to read the relevant documents.