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Documents and forms
Find all disclosure documents, forms and guides you need in one place
- Cornerstone Portfolio Service Super and Pension Product Disclosure Statement
- Cornerstone Portfolio Service Investment Offer Document
- Cornerstone Portfolio Service general reference guide – Super & Pension
- Cornerstone Portfolio Service general reference guide – Investment
- Cornerstone Portfolio Service investment guide
- Cornerstone Portfolio Service investment menu – Super & Pension
- Cornerstone Portfolio Service investment menu – Investment
- Cornerstone Portfolio Service insurance guide
- Account and investment performance guide
- Claiming a tax deduction for personal contributions guide
- Death Benefit Nomination fact sheet
- Electronic signatures
- Financial Services Guide – Super & Pension
- Financial Services Guide – Investment
- Foreign tax status
- Guide to completing W-8BEN individual US tax forms
- Guide to completing W-8BEN-E entity US tax forms
- Guide to completing Ireland Dividend Withholding Tax (DWT) forms
- In Specie transfer guide
- Insurance claims guide – Death Insurance
- Insurance claims guide – Income Protection Insurance
- Insurance claims guide – Terminal Illness Insurance
- Insurance claims guide – Total and Permanent Disability Insurance
- Occupation Rating Guide
- Online client reporting guide
- Additional Lump Sum Contribution
- Additional Tax Information Form – Investment
- Advice fees
- Advice fees – Wholesale clients
- Adviser details (add financial adviser authority)
- Appointment of Representative (other than your financial adviser)
- ATO Capital gains tax cap election form (ATO form)
- ATO Contributions for personal injury election (ATO form)
- ATO Contributions splitting form (ATO form)
- ATO Departing Australia Superannuation Payment form (ATO form)
- ATO Downsizer contribution into superannuation form
- ATO Inactive low-balance accounts form (ATO form)
- ATO Notice of Intent to Claim a Tax Deduction form (ATO form)
- ATO Tax file number declaration (ATO form)
- Beneficiary Nomination
- Change of details – Super & Pension
- Change of details – Investment
- Change of signatories and trustees
- Choice of fund form and Certificate of compliance
- Direct Debit Request
- Family fee aggregation
- Foreign tax status declaration – Entities
- Foreign tax status declaration - Individual and Controlling Person
- Frozen and illiquid investment options
- Inactive low-balance account declaration
- Investment instruction
- In specie transfer unrealised CGT parcel information form
- In specie transfer unrealised CGT parcel information spreadsheet (excel file)
- In Specie Transfer of Assets – Investment
- Ireland Dividend Withholding Tax (DWT) form (refer to the guide under Client Guides)
- KiwiSaver scheme transfer form
- Nomination of Financial Institution
- Overseas investor form
- Politically exposed persons
- Protected member form
- Proof of identity
- Regular withdrawal plan – Investment only
- Request to Transfer form – Super
- Request to Transfer form – Pension
- Retirement Declaration
- Standard transfer form
- Tax File Number notification
- Transfer to super
- Withdrawal form – Super & Pension
- Withdrawal form – Investment
- W-8BEN individual US tax form (refer to the guide under Client Guides)
- W-8BEN-E entity US tax form (refer to the guide under Client Guides)