Capstone

The IPA has also partnered with Capstone Financial Planning, an independent financial services licensee.  These brochures have been prepared by Capstone Financial Planning.

• Capstone - Authorisation or Licensing? brochure
• Capstone - Authorisation or Licensing Decision Making Framework
• Capstone - Accountants authorisation checklist
• Capstone - Why Independence Matters

Financial services licensing

Our package will offer you a comprehensive range of choices to suit your practice, clients and aspirations.

Essentially, there will be three levels of advice ranging from basic financial advice, strategic advice, to a more comprehensive option covering investments and insurance, all at highly competitive prices.

These include the ability to:

• advise clients in relation to the establishment and closure of SMSFs;
• advice on assets, including direct property, held within SMSFs;
• provide associated services and advice to clients in areas such as financial planning, life risk and credit advice for individuals and businesses; and
• give general advice in relation to superannuation.