Our Services
What We Do
Cornerstone Super Solutions
Cornerstone provides a holistic solution for SMSF’s, partnering with you to alleviate the administrative burden and deliver ongoing support so that you are free to focus on your clients' needs.
SMSF Establishment
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 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
Our compliance service includes the following:
- Annual Financial Statements
- Member statements
- Annual tax return preparation and lodgement
- Liaise with independent auditor
- Statement preparation and lodgement.
- ETP documentation
- Actuarial certificate preparation
- Monitor compliance with investment strategy
- Trustee and member minutes
- General consulting services
- Annual Financial Statements
- Member statements
- Annual tax return preparation and lodgement
- Liaise with independent auditor
- Statement preparation and lodgement.
- ETP documentation
- Actuarial certificate preparation
- Monitor compliance with investment strategy
- Trustee and member minutes
- General consulting services