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Investment Approach

Investors are increasingly seeking exposure to Early Stage Technology Ventures as part of a diversified investment portfolio.

AMMA Private Equity works with Accounting Firm’s clients who are sophisticated investors.  A sophisticated investor is a type of investor who is deemed to have sufficient investing experience and knowledge to weigh the risks and merits of an investment.

Sophisticated investors must acquire a certificate from a qualified accountant. The Corporations Regulations prescribe the asset and income criteria must be met before a certificate can be issued and a person is only eligible to be the subject of a certificate if they have:

  • a gross income of $250,000 or more per annum in each of the previous two years or
  • net assets of at least $2.5 million (reg 6D.2.03 and reg 7.1.28).

The rationale is that people meeting one of these criteria are more likely to be able to evaluate offers of securities and some financial products (such as interests in managed investment schemes) without needing the protections of a regulated disclosure document.

Visit asic.gov.au for more information