How It Works

How to Qualify as a Member

• Net Assets of at least $2.5 million; or
• Gross income of at least $250,000 per year for the last two financial years.

As a wholesale client, you may need to make your own evaluation of investment opportunities and without being provided disclosure documents such as a Prospectus or Product Disclosure Statement (PDS).

Join our network, (No platform, additional membership or administration fees) to access our investment offers.

Benefits of being a Sophisticated Investor with the Midas Touch Towers Investors Club

As an SI, you have access to both our residential and commercial development investment opportunities and additional offerings and opportunities that would otherwise be unavailable to you. 

This investor classification allows an investor to invest in early stage innovation products and services, including startup businesses. 

In real estate, certain investment groups such as property investment groups, unlisted property trusts and property syndicates are required to hold a certain percentage of sophisticated investors in their pool of investors. If you’re a sophisticated investor, you can have access to highly exclusive investments.This means that while everyone is sitting on the sidelines, you can capitalise on the rare investment opportunities only available to these investment groups. Such investments would likely offer appetising (and often lucrative) yields and a high chance of capital growth.

Risks of being a Wholesale Client

Determining whether you are eligible for certification as a sophisticated investor is a complex process and must be carefully considered. Before you decide, it’s important to weigh up the risks and rewards. The potential for loss of capital, opportunities for the investment to generate income, and how easy it is to understand the entities backing an investment should be key considerations. 

However, most experts agree on one thing: just because you can, doesn’t mean you should.

Ideally, this investor status is best suited for individuals that have the right professional advice and also have extensive financial knowledge and skills to be able to understand the products that they’re investing in.  

Important things to remember:

• You’ll need to make your own evaluation of investment opportunities without being provided disclosure documents such as a Prospectus or Product Disclosure Statement (PDS).
• It’s important that you always consider the risks of specific asset classes and investment opportunities that are made available to you.
• You’ll make investment decisions without the same protections as Retail clients where the risk is entirely borne by you.
• We’ll contact you (either by email and/or phone) to let you know when a investment offer that most would suite you occurs.

• Your accountant can certify your eligibility using different Sophisticated Investor form from other brokers, but it needs to be submitted together with page 1 of the Midas Touch Towers Sophisticated Investor form.
• You can include single or multiple entities in your form.
• If you are an accountant or your accountant is a related entity to you, please ensure the verification is completed by another independent accountant.
• For joint accounts, each account holder must be separately classified as a wholesale investor and sign a separate Wholesale Investor Application.
• Please ensure all required details are completed to avoid any delays in processing your application.

The Sophisticated Investor status is valid for a period of two years, after that we will send you a reminder to renew your form.You can opt out of the Midas Touch Towers Sophisticated Investor Program and no longer receive these offers by calling us on +61 3 9101 8114. This will not impact your other marketing subscriptions.

This information is not advice and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to the individual’s objectives, financial or taxation situation and needs, and, if necessary, seek appropriate professional advice.