Choose an independently owned Licensee

From 1 July 2016 you will need authorisation if you want to:

  • Provide advice on setting up or winding up an SMSF.
  • Provide advice on contributions and/or pensions.
  • Provide class of product advice on basic deposit products and superannuation, and/or managed investments, personal insurance, securities and standard margin lending.

Capstone is one of Australia’s leading national, independently owned Licensees.


We offer a range of tiered Authorisation Solutions for Accountants and an extensive internal support environment. We can help you with:

  • Training requirements
  • Compliance
  • Advice documents and templates
  • Research
  • Paraplanning
  • Marketing

We will help you to assess the authorisation and education requirements you need, and will guide you through the transition process.

Let's get started

What our clients say about us