1300 306 900Choose a privately owned Licensee
It is a serious offence to provide SMSF advice unless you are an authorised representative of a licensee or have your own AFS licence.
Don’t risk it. Capstone offers a range of tiered authorisation solutions specifically designed for accountants who wish to provide SMSF advice. We’re helping accountants from all over Australia adapt to the new regulatory environment. We offer:
- Assistance with the initial minimum training requirements
- A professional induction session and business transition support
- Professional standards (including Compliance)
- Ongoing training and education to meet CPD requirements
- Advice documents and templates
- Access to in-house research and marketing resources
Capstone is one of the few privately owned Licensees that provides all these support services within our business structure. To find out more download our info guide or simply contact us.
What our clients say about us
“Capstone made everything so easy by providing all the templates and support we need which makes me feel comfortable that I am in good hands with my licensee. I would highly recommend Capstone to any fellow Accountant.”
Voulla Flaskos,
Source Accounting
“We have gained assistance with transitioning to the new regulatory environment and provided a new service of strategic financial planning. Capstone have been of tremendous value in assisting with this transition.”
Travis Allen,
Hillyer Riches Accountants
“I would recommend Capstone to any accountant seeking to become licenced within the financial services industry. Their personal service and support to me and my firm has been exceptional.”
Tania Magon,
Maven Accounting
“I joined Capstone Financial Planning in 2003 as I was looking for a Group that could offer a high level of independence and freedom that came from not being institutionally owned.”