Unlock New SMSF Growth for Your Accounting Firm
Caprock Private's wholesale SMSF solution empowers accountants and advisers to deliver institutional-grade investment outcomes for clients, while creating a profitable new revenue stream for your practice.
Build Your Revenue: Set your own client advisory rates on top of our transparent, fixed-fee structure.
$1 per trade*: Predictable, low-cost trading for SMSFs.
No account admin fee: Keep it simple and cost-effective for your clients.
Quick onboarding: Establish SMSF portfolios with ease.
Deliver More Value: Access flexible strategies and global markets designed for wholesale SMSFs.
Centralised Portfolio Magagement
View and manage all your SMSF client portfolios from a single, intuitive interface.
Comprehensive Reporting
Generate performance, asset allocation, and compliance-ready reports to support both your client conversations and regulatory obligations.
Broad Investment Universe
Construct SMSF portfolios with access to a wide range of global and domestic assets.
New
Revenue Stream
Expand your SMSF service offering and set your own client rates over our transparent structure.
Institutional Infrastructure
Leverage professional-grade managed account services without the traditional overhead.
Confidence in compliance
Every SMSF account is supported by Caprock Private's wholesale-only AFSL framework.
Go beyond the ASX. Provide your SMSF clients with direct access to 28 global markets and a diverse range of asset classes.
A World of Opportunity for SMSFs
International & Domestic Equities
Exchange-Traded Funds (ETFs)
Listed Investment Companies (LICs)
Real Estate Investment Trusts (REITs)
Fixed Income & Hybrid Securities
Caprock Private provides a robust framework that simplifies complexity, enhances your service offering, and supports your role as a trusted client adviser.
A True Partnership for Growth
Caprock Private's SMSF solution handles the heavy lifting of portfolio administration, freeing you to focus on high-value strategic advice.
Focus On Your
Clients, Not Admin
A Straightforward Path to SMSF Partnership
Request a Demo
Complete the form to schedule a no-obligation walkthrough of the platform with one of our specialists. We will answer your questions and demonstrate the key features relevant to your practice.
Seamless Onboarding
Our team provides training and support to ensure a smooth transition for you and your clients.
Manage and Scale
Efficiently manage your existing SMSF clients while growing your service offering to new ones.
Our wholesale-only AFSL ensures every part of our SMSF solution is built to align with the regulatory landscape for financial professionals.
A Commitment to Compliance
Our pricing is straightforward. We charge a set platform fee, allowing you to structure your client advice fees with clarity and confidence.
Transparent Partnership
Ready to Expand Your SMSF Offering?
Book a demonstration today and see how Caprock Private's SMSF solution can streamline portfolio management and create new revenue opportunities for your practice.
This material is for wholesale clients as defined in s761G/GA of the Corporations Act 2001 (Cth) only. It must not be distributed to retail clients. The information is general in nature and does not take into account your objectives, financial situation or needs. Before acting on any information, consider its appropriateness and seek professional advice.
Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742.
Ready to Expand Your SMSF Offering?
Book a demonstration today and see how Caprock Private's SMSF solution can streamline portfolio management and create new revenue opportunities for your practice.
An SMSF Solution Built for Accounting Firms
Caprock Private provides a robust SMSF framework that simplifies complexity, enhances your service offering, and supports your role as a trusted adviser to your clients.
End-to-End SMSF Management
A World of Opportunity for SMSFs
The In-House SMSF Advantage
For many wholesale-focused accounting firms, SMSF investment advice has always meant outsourcing. Unlicensed accountants often pass clients on to external advisers, while licensed advisers carry the heavy load of compliance and administration.
Caprock Private makes it possible to change that dynamic within the wholesale framework.
A Smarter Way Forward
Caprock Private gives wholesale-accredited accounting firms a compliant SMSF solution that improves your business while delivering more value to clients. Instead of handing work away, you can expand your wholesale service offering, deepen client trust, and grow your firm’s revenue.
For Unlicensed Accounting Firms
Operate under Caprock Private's wholesale AFSL framework.
Keep wholesale SMSF investment services in-house with your internal adviser.
Strengthen client relationships by managing services internally
Create a new revenue stream without outsourcing
Eligibility Requirement
This service is only available to wholesale clients as defined under the Corporations Act 2001 (Cth). Evidence of eligibility is required. - A single investment of $500,000 or more; or - A current accountant’s certificate confirming net assets of at least $2.5 million or gross income of at least $250,000 for each of the last two financial years.
For
Licensed Advisors
Simplify SMSF portfolio management with streamlined reporting
Benefit from low-cost trade execution
Operate within wholesale-compliant infrastructure
Focus more on strategic advice and less on administration.
*$1 per trade” applies to execution. Additional costs may include exchange/clearing/settlement fees, brokerage/agent fees, taxes/levies, FX conversions/spreads, and custody or third‑party charges. We may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.