Client Checklist: Client information form for registration of a Pty Ltd (Private) Company

Introductory note:
This checklist is intended to be used by a practitioner when gathering information from a client who has instructed them to register a company with ASIC under the Corporations Act 2001 (Cth). This will assist practitioners to fill in ASIC Form 201.

How to use this checklist:
Proceed through the checklist when seeking client instructions and fill in the details indicated. You will note that the checklist refers to additional documents that should be obtained from the client and attached to the checklist to be kept on file.

Other notes:
This checklist assumes the client has already obtained advice and determined that a company structure is appropriate for their business needs.

Links to related content:
For more details, see the Corporations law topic in the Practical Guidance Business module. Particularly Formation:

Introductory note:

This checklist is intended to be used by a practitioner when gathering information from a client who has instructed them to register a company with ASIC under the Corporations Act 2001 (Cth). This will assist practitioners to fill in ASIC Form 201.

How to use this checklist:

Proceed through the checklist when seeking client instructions and fill in the details indicated. You will note that the checklist refers to additional documents that should be obtained from the client and attached to the checklist to be kept on file.

Other notes:

This checklist assumes the client has already obtained advice and determined that a company structure is appropriate for their business needs.

Links to related content:

For more details, see the Corporations law topic in the Practical Guidance Business module. Particularly Formation:

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