Authorisation Solutions for Accountants

Capstone offers a range of tiered solutions with easy and convenient payment terms available.

Tier 1

more info

Tier 2

more info

Tier 3

more info

Tier 4

more info

Authorised Representative Qualifications

 
 
 
 

RG 146

1
2

SMSFs (A recognised accreditation must be completed)

Securities

 
 
3
3

Standard Margin Lending

 
 

Limited Advice

 
 
 
 

Self Managed Superannuation Funds:

 
 
 
 

Open / Close SMSFs

Advice on existing Superannuation (contributions, pensions)

Limited Recourse Borrowing Arrangements

Class of Product Advice:

 
 
 
 

Superannuation

Basic Deposit Products

Managed Investments

 

Securities

 

Personal Insurance

 

Full Advice

 
 
 
 

Strategic and Financial Product Advice

 
 
 
 

Superannuation

 
 

Managed Investments

 
 

Securities

 
 

Personal Insurance

 
 

Basic Deposit Products

 
 

SMSFs

 
 

Standard Margin Lending

 
 

Professional Development

 
 
 
 

Product Accreditation

Professional Development Program including SMSFs

4
4
4

Preferential Pricing for External Training Courses

Advice Support

 
 
 
 

Advice Templates (Word based)

Compliance Support

Compliance Audit

Policy & Procedures

Technical including SMSFs

Product Research

Subsidised

Subsidised

Marketing & Communications

 
 
 
 

Tailored Support

Newsletters and Market Updates

Digital Marketing Support

Technology (System & Processes)

 
 
 
 

XPlan Licence

Subsidised

Xplan Advice Templates

Xplan Support and Help Desk

Workflow Modules

Data Feed Management

Customisation - Tools/Thread, Processes, Templates

Practice Development

 
 
 
 

Business Efficiency and Practice Coaching

Human Capital Support

Revenue Management

 
 
 
 

Processing

Basic Reporting

  • 1. Completion of accreditation in financial planning, superannuation is required.
  • 2. Accreditation required for T1; plus personal insurance, managed investments and securities is required.
  • 3. Additional accreditation required for full advice.
  • 4. Travel costs may be incurred.
  • This table is for comparative purposes only. Please contact Capstone for further information to address your specific needs. Information valid as at November 2016.