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.

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