Authorisation Pricing

Capstone offers a cost-effective solution for accountants with easy monthly payment options available.

Which Authorisation Tier is right for You?

This will largely depend on your advice requirements and the level of support services you require. Tiers 1 and 2 are designed for Accountants who require SMSF/Class of Product authorisation. Please note figures below are quoted on a ‘per user’ basis.

Tier 1

Suitable for:

Accountants who require basic authorisation and wish to provide advice regarding setting up or winding up an SMSF.

Allows you to:

Recommend the establishment or winding up of an interest in SMSF.

Provide advice on contributions and/or pensions on a client’s existing superannuation.

Provide class of product advice (advice that doesn’t involve a specific product recommendation) on basic deposit products and superannuation.

$4,000 per annum (plus GST) Or $333 (plus GST) monthly

Tier 2

Suitable for:

Accountants who wish to provide clients with class of product advice.

Allows you to:

Provide a broad range of financial advice. This includes the scope of advice offered under Tier 1, plus class of product advice on:

  • Superannuation
  • Managed investments
  • Personal insurance
  • Basic deposit products
  • Securities
$7,000 per annum (plus GST) Or $583 (plus GST) monthly

Tier 3

Suitable for:

Suitably qualified financial advisory professionals who wish to provide comprehensive financial advice but do not require business support services.

Allows you to:

Provide comprehensive financial product advice on:

  • Superannuation
  • Managed investments
  • Securities
  • Personal insurance
  • Basic deposit products
  • SMSFs
  • Standard margin lending
$14,000 per annum (plus GST) Or $1166 (plus GST) monthly

Tier 4

Suitable for:

Suitably qualified financial advisory professionals who wish to provide comprehensive financial advice and require business support services.

Allows you to:

Provide comprehensive financial product advice on:

  • Superannuation
  • Managed investments
  • Securities
  • Personal insurance
  • Basic deposit products
  • SMSFs
  • Standard margin lending

Plus business support services including marketing and business mentoring.

$20,000 per annum (plus GST) Or $1667 (plus GST) monthly

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