Caprock Limited

If your SMSF workflow involves multiple providers, platforms, and manual reconciliation, this whitepaper will help you redesign it. Learn how consolidated infrastructure can save hours each month and simplify your entire SMSF process. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742. *”$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. Outcomes and returns are not guaranteed. Investments involve risk, including possible loss of capital. Caprock is not an ADI; however, we may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.

Download this free whitepaper to learn how accountants are moving beyond traditional cash hubs to a consolidated infrastructure that improves efficiency, governance, and client outcomes. A practical roadmap for modernising your SMSF offering. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742. *”$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. Outcomes and returns are not guaranteed. Investments involve risk, including possible loss of capital. Caprock is not an ADI; however, we may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.

Unlock new SMSF growth for your clients and your firm. Caprock Private's wholesale SMSF solution helps accountants deliver institutional-grade outcomes while creating an additional revenue stream. ✅ Set your own client advisory rates ✅ $1 per trade (+ execution at cost)*, no account admin fees ✅ Quick SMSF onboarding ✅ Global markets & strategies for wholesale clients ($500K+) Keep SMSFs in-house. Grow your firm. Support your clients. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742. *”$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. Outcomes and returns are not guaranteed. Investments involve risk, including possible loss of capital. Caprock is not an ADI; however, we may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.

Scaling SMSF services is hard when operations rely on fragmented systems. This guide reveals the infrastructure model firms are adopting to run SMSFs more efficiently and at greater scale. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742. *”$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. Outcomes and returns are not guaranteed. Investments involve risk, including possible loss of capital. Caprock is not an ADI; however, we may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.

Accounting firms are improving SMSF margins by optimising platform fees and consolidating operational infrastructure. This whitepaper breaks down the model step-by-step. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742. *”$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. Outcomes and returns are not guaranteed. Investments involve risk, including possible loss of capital. Caprock is not an ADI; however, we may receive interest or a net interest margin on client money balances held with ADIs. Full fee details provided prior to onboarding.

Caprock Private empowers accounting firms and advisers to expand their SMSF offering without outsourcing. Our wholesale SMSF solution helps you: ✔️ Deliver institutional-grade investment outcomes ✔️ Establish SMSF portfolios quickly and simply ✔️ Set your own advisory rates on a fixed-fee structure ✔️ Access global markets & flexible strategies for wholesale clients ($500K+) Unlock new SMSF revenue streams. Strengthen client relationships. Stay compliant. For wholesale clients as defined in s761G/GA only. General information only—not personal advice. Caprock Private Pty Limited (AR 1314092) is an authorised representative of Caprock Institutional Pty Limited ABN 64 098 630 972, AFSL 330742.