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
- Advice documents and templates
We will help you to assess the authorisation and education requirements you need, and will guide you through the transition process.
What our clients say about us
“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.”