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.
Company Set Up – Creates a private or public company on your behalf.
Engagement Letter – New Client Engagment Letter
Engagement Letter – Existing Client Engagement Letter
Engagement Brochure – New Individual Client Engagement Brochure
Family Trust Set Up (otherwise known as a Discretionary Trust)
New Client Form - use this form to appoint us as your Accountant/Tax Agent
Super Fund – SMSF Set Up – Creates a SMSF, contact us to find out more
Bare Trust Deed (SMSF Borrowing) – Creates a Bare Trust Deed
Testamentary Trusts/Complicated Will – set up – Testametary 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 setup a unit trust.
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.