Sophisticated and wholesale investors require a certificate from an accountant stating that you have either $2.5 million net assets OR you have earned $250,000 gross per annum for the last two years. A certificate is not required if you invest $500,000 or more.

Not sure if you are a wholesale/sophisticated investor? Please see the wholesale/sophisticated investor requirements as stated on asic.gov.au.

Feel free to contact us directly or complete the form and one of our team member will contact you.