Leading advice firm announces alliance to aid accountants

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A leading financial advice firm has entered into an alliance with the Tax Institute it says will offer authorisation solutions to the institute's members.

Capstone has announced that it has entered into a business alliance with the Tax Institute to facilitate SMSF Authorisation information and education sessions in Sydney, Melbourne, Adelaide, Brisbane and Perth during September. The alliance will also see the formation of a dedicated Accountant's Support Team to assist members in obtaining authorisation.

“We’re delighted to announce this business alliance with The Tax Institute,” Capstone Managing Director Grant O’Riley said.

"Many accountants are beginning to realise that the removal of the accountants’ exemption is not going to go away. 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 and from our discussions, this is a quality that many accountants value,” he said.

Capstone already has partnerships in place with BGL Corp and the Institute of Public Accountants.

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