Our Services

Establishing a SMSF

Cornerstone along with our legal partners are well equipped to establish your SMSF along with all necessary documents, minutes and rollover requests.

We will take care of all aspects of a new fund establishment including but not limited to the following:

  • SMSF trust deed establishment
  • Corporate trustee establishment
  • ABN, TFN, GST and PAYGW registrations
  • Corporate trustee and SMSF minutes
  • Member application forms
  • Rollover requests
  • Reversionary beneficiary nominations
  • Bank account (CMA) applications

SMSF Administration

Year by year we look after all aspects of your annual SMSF administration from the beginning right up to the lodgement of your tax return. Our compliance service includes the following:

  • Annual Financial Statements
  • Member statements
  • Annual tax return preparation and lodgement
  • Liaise with independent auditor
  • Business Activity Statement preparation and lodgement
  • Instalment Activity Statement preparation and lodgement
  • ETP documentation
  • Actuarial certificate preparation
  • Monitor compliance with investment strategy
  • Trustee and member minutes