Thanks for registering!

We will be in touch to provide you with the next steps shortly. If you have any questions
 please call (03) 8080 5795.

To be eligible to participate in these opportunities, you will need to provide us with
a Qualified Accountant’s Certificate verifying your Sophisticated Investor status.
This can be emailed to admin@ozfinancial.com.au

If you do not have a Qualified Accountants Certificate, click here to download a template
 that your accountant can use to verify your Sophisticated Investor status.


708 Sophisticated Investors are individuals or entities who generally qualify under
Section 708(8) based on the gross income and/or net assets test:

  • A gross income of $250,000 or more per annum in each of the previous
    two financial years; or
  • Net assets of at least $2.5 million; and
  • A verified Qualified Accountant's certificate given no more
    than two (2) years ago confirming the Wholesale Investor status.