Capstone’s Enhance Tier provides you with an extra dimension allowing you to discuss simple non product advice on a range of restricted areas. Accountants find this limited Authorisation ideal for servicing their clients; without delving into full financial advice and all the responsibilities that brings.

Scope & Support

  • Recommend Opening and Closing SMSF’s
  • Provide Basic Deposit Advice
  • Provide Class of Product Advice
  • Templates
  • Technical and Annual Audit
  • Discuss suitability of investments – inside vs outside Superannuation

To find out more call 1300 306 900 or email info@capstonefp.com.au