
Sophisticated Investors
Unlock Exclusive Opportunities
Typically, certain high yield investment opportunities are only distributed between financial institutions and those within the inner circle of the industry. With regular returns ~12% p.a, these deals are filled internally, and not publicised to individual investors.
Australian Managed Funds now allows you to leverage our industry relationships and buying power to unlock these same opportunities.
Check Your Eligibility
This evidence takes the form of a ‘708 Certificate’.


How to Qualify

Asset Control
You have assets of over 2.5 million or have a gross income of over $250,000 P.A over the last 2 years.

Gross Assets
You have at least $10,000,000 held by you, including any assets held by an associate or under a trust that you directly manage.

$500,000+ Investment
You intend to invest more than $500,000 AUD in a single Australian Managed Funds investment opportunity.

Professional Investor
You hold professional qualifications or can professionally support that you qualify.
Speak to an Accountant
They’ll confirm your status as a Sophisticated Investor and provide you with a 708 Certificate.
By providing this certificate to us, you’ll be able to apply for any of our Sophisticated Investments.
How Can I Invest?
We serve the needs of all investors. You can apply for any of our products through these entity types:
What to Expect When Applying
You
If we are unable to electronically verify your identity, you will also be asked to supply two forms of identification:
Photo ID
Current driver’s license, passport or national ID card
What to Expect When Applying
You and Another Applicant
If we are unable to electronically verify your identities, you will each be asked to supply two forms of identification:
Proof of Address
Utility bill or bank statement from the last 3 months
Photo ID
Current driver’s license, passport or national ID card
What to Expect When Applying
The Company
Directors and UBOs
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
What to Expect When Applying
The Trust
If the Trust type is unregulated, or if we are unable to electronically verify the identity, you will also be asked to supply:
Copy of the Trust Deed
This must be certified by a Justice of the Peace
UBOs and Individual Trustees
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Settlor of the Trust
If yes, you will be asked to supply details about this person. If we are unable to electronically verify their identity, they must supply two forms of identification.
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Corporate Trustee
If the trustee is a private or public company, you will be asked to supply details about the company.
What to Expect When Applying
The Self Managed Superannuation Fund
If we are unable to electronically verify the Fund’s identity, you will also be asked to supply:
Pages from the Trust Deed
Front cover page, Schedule page, Signature / Execution page
UBOs and Individual Trustees
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Corporate Trustee
If the trustee is a private or public company, you will be asked to supply details about the company.

Individual

Joint

Company

Trust

SMSF

Individual
What to Expect When Applying
You
If we are unable to electronically verify your identity, you will also be asked to supply two forms of identification:
Photo ID
Current driver’s license, passport or national ID card

Joint
What to Expect When Applying
You and Another Applicant
If we are unable to electronically verify your identities, you will each be asked to supply two forms of identification:
Proof of Address
Utility bill or bank statement from the last 3 months
Photo ID
Current driver’s license, passport or national ID card

Company
What to Expect When Applying
The Company
Directors and UBOs
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months

Trust
What to Expect When Applying
The Trust
If the Trust type is unregulated, or if we are unable to electronically verify the identity, you will also be asked to supply:
Copy of the Trust Deed
This must be certified by a Justice of the Peace
UBOs and Individual Trustees
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Settlor of the Trust
If yes, you will be asked to supply details about this person. If we are unable to electronically verify their identity, they must supply two forms of identification.
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Corporate Trustee
If the trustee is a private or public company, you will be asked to supply details about the company.

SMSF
What to Expect When Applying
The Self Managed Superannuation Fund
If we are unable to electronically verify the Fund’s identity, you will also be asked to supply:
Pages from the Trust Deed
Front cover page, Schedule page, Signature / Execution page
UBOs and Individual Trustees
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID
Current driver’s license, passport or national ID card
Proof of Address
Utility bill or bank statement from the last 3 months
Corporate Trustee
If the trustee is a private or public company, you will be asked to supply details about the company.