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Capstone FP partners with BGL to launch online tool

Capstone FP partners with BGL to launch online tool

04 August 2015 — 1 minute read

Capstone Financial Planning has formed a strategic business partnership with SMSF software provider BGL Corporate Solutions to offer an online AFSL authorisation tool to BGL clients.

BGL managing director Ron Lesh said the tool includes a web portal containing relevant information for BGL clients about authorisation, as well as an online application system that enables users to complete and submit an application and have current qualifications assessed so they can find an option that suits their business.

"We wanted to find a way to help our clients comply with the post-1 July 2016 licensing regime,” said Mr Lesh.

“We needed a tiered solution that made it easy for our clients to get into licensing in small steps and Capstone was able to provide us with a simple way to do this".

Capstone managing director Grant O’Riley said many accountants are still confused about the forthcoming licensing changes and what the removal of the accountants' exemption means for them and their business operations.

“In addition to the education and competency requirements there are significant adjustments to business processes that also need to be considered,” said Mr O’Riley.

BGL and Capstone said this latest tool is the foundation for the two companies' exploring further technology-based opportunities for “simplifying the advice process for accountants”.

Capstone FP partners with BGL to launch online tool
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