Depending which Authorisation Tier you select, this will determine the support services you receive. Whether you require plenty of support from a Licensee, or a little SMSF related support, we have solutions that will fit your business needs.

The below details all of our Support Services, please refer to the Comparison table to see which services are included in each Tier. Alternatively, get in touch with us and together we can help advise which Tier is best suited to your business needs.

Professional Standards

The degree of compliance obligations can be overwhelming; our support models enables you to be confident that your advice meets ASIC’s requirements. It’s imperative that our internal Professional Standards team and Authorised Representatives are working in unison.

  • Annual audit and review service
  • Technical support
  • Advice guidance
  • Full suite of advice documents
  • Flexible approach 
  • Supportive help desk
  • In-house Paraplanning available
  • Access to our support partners technical teams

Back to top

Advice construction can often be onerous and costly of your time and Capstone have developed flexible solutions, offering Authorised Representatives freedom to select their preferred Paraplanning option. We offer an in-house service to help with the construction of your required advice documentation.

Back to top

With a comprehensive APL that is reviewed regularly by a third party provider, Lonsec and our investment committee, you have the choice to determine the most appropriate option for your clients. We realise the investment horizon changes and evolves and aim to ensure we are providing for your advice needs.

  • Lonsec Recommended List
  • Capstone Additional Recommended List
  • Research Support Service

Back to top

Our philosophy surrounding training and development is to create lifelong learning where our training is relevant, current, topical and delivered with innovation in an interactive environment. Our increased understanding around legislative change, means we provide you with the latest strategy development in order for you to provide valued based advice solutions.

  • Annual CPD Days (specialist days, PD days, courses etc)
  • Annual Development Conference

Back to top

The need to regularly review and analyse your business is of utmost importance as we are in an ever evolving advice world. If you are not currently identifying new advice opportunities, then your competitors are – so move on the front foot with Capstone. If you want to transform your business and engage value based advice opportunities, let us show you how.

Back to top

Our dedicated business consulting and coaching staff understand financial planning and accounting businesses. Each business owner has different priorities and we will work with you to uncover your business objectives. Our approach is tailored around you – business paced and business driven. 

Back to top

Keeping up to date with the latest marketing trends and technological developments can be overwhelming. Capstone Marketing can assist your business from very simple tasks through to strategic marketing plans.

Back to top

At Capstone we offer far more than support of your software. With a team of experienced system and process specialists, we can help you uncover efficiencies within your advice framework. Time is valuable and with improved operational and advice procedures, you can experience greater capacity and business capabilities.

  • Customised advice framework
  • Tailored automated processes
  • Work flow threads
  • Database guidance and advice

Back to top

Efficient revenue management is vital to your financial position and at Capstone we have a solution that provides transparent options around revenue processing and reporting.

Back to top