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Detailed below are the requirements for each Investor classification as required under section 708 of the Corporations Act 2001(Cth.)

Sophisticated Investor

  • Have gross personal income over the last 2 years of at least $250k; or
  • Have net assets of over $2.5m

To show that you are a Sophisticated Investor you need a Qualified Accountant’s Certificate. If you do not have one, or it has expired please download the blank form and pass it to your accountant to certify your sopisticated investor status.

Professional Investor

  • Hold an Australian Financial Services License (AFSL); or
  • Have or control gross assets of at least $10m or more

To show that you are a Professional Investor you need an AFSL number or proof of assets. You can download the application form below to complete or attach your AFSL certificate when you apply.