Choose a privately owned Licensee

It is a serious offence to provide personal 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 personal 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.

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