Capstone partners with The Tax Institute

Capstone Financial Planning dealer group has partnered with The Tax Institute to offer authorisation solutions to the institute's accounting members.

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by Linda Santacruz - September 04, 2015 0 comments

As part of the alliance, Capstone will facilitate SMSF authorisation information to the members and hold educational sessions in September in Sydney, Melbourne, Adelaide, Brisbane and Perth, according to a statement by Capstone.

"Many accountants are beginning to realise that the removal of the accountants' exemption is not going to go away," said Capstone managing director Grant O'Riley.

"As a leading independently owned licensee, Capstone is one of the few national providers that provides accountants with a one-stop shop for all their authorisation and business support needs.

"Unlike other providers, we are not aligned to any bank, fund manager or financial institution. From our discussions, this is a quality that many accountants value."

Capstone has also partnered with BGL Corp and the Institute of Public Accountants to provide authorisation solutions to their accountants.