Accountants ‘at epicentre’ of growth in non-bank finance

July 6, 2022

July 6, 2022

July 6, 2022

Accountants ‘at epicentre’ of growth in non-bank finance

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Nick Raphaely sat down this week with Phillip King, the Editor of Accountants Daily and Paul Munt, Managing Director, Property Lending at Assetline Capital.

Listen to the Accountants Daily podcast with Nick Raphaely, our Co-CEO and Co-Founder.

You can listen to the full episode here.

Key Points: 

  • AltX clients include SMSFs, individuals, companies and trusts, but they need to be certified as wholesale investors.

  • Our Co-CEO and Co-Founder, Nick Raphaely said accountants are critical because they operate at the “epicentre of their client’s affairs”.

  • “Whether a client is seeking funds, and goes to their accountant to work out what the best solution is, or whether a client is long on funds and looking for a way to deploy them – either way, the client generally ends up having that discussion with the accountant,” he said.

  • Raphaely confirmed “Investors need to bring with them an accountant’s certificate, confirming their income or the assets before they can invest with us,” he said. “We never get a new investor at AltX without an accountant by their side.”  

Published by Accountants Daily on 4th July 2022.

Listen to the Accountants Daily podcast with Nick Raphaely, our Co-CEO and Co-Founder.

You can listen to the full episode here.

Key Points: 

  • AltX clients include SMSFs, individuals, companies and trusts, but they need to be certified as wholesale investors.

  • Our Co-CEO and Co-Founder, Nick Raphaely said accountants are critical because they operate at the “epicentre of their client’s affairs”.

  • “Whether a client is seeking funds, and goes to their accountant to work out what the best solution is, or whether a client is long on funds and looking for a way to deploy them – either way, the client generally ends up having that discussion with the accountant,” he said.

  • Raphaely confirmed “Investors need to bring with them an accountant’s certificate, confirming their income or the assets before they can invest with us,” he said. “We never get a new investor at AltX without an accountant by their side.”  

Published by Accountants Daily on 4th July 2022.

Listen to the Accountants Daily podcast with Nick Raphaely, our Co-CEO and Co-Founder.

You can listen to the full episode here.

Key Points: 

  • AltX clients include SMSFs, individuals, companies and trusts, but they need to be certified as wholesale investors.

  • Our Co-CEO and Co-Founder, Nick Raphaely said accountants are critical because they operate at the “epicentre of their client’s affairs”.

  • “Whether a client is seeking funds, and goes to their accountant to work out what the best solution is, or whether a client is long on funds and looking for a way to deploy them – either way, the client generally ends up having that discussion with the accountant,” he said.

  • Raphaely confirmed “Investors need to bring with them an accountant’s certificate, confirming their income or the assets before they can invest with us,” he said. “We never get a new investor at AltX without an accountant by their side.”  

Published by Accountants Daily on 4th July 2022.

Listen to the Accountants Daily podcast with Nick Raphaely, our Co-CEO and Co-Founder.

You can listen to the full episode here.

Key Points: 

  • AltX clients include SMSFs, individuals, companies and trusts, but they need to be certified as wholesale investors.

  • Our Co-CEO and Co-Founder, Nick Raphaely said accountants are critical because they operate at the “epicentre of their client’s affairs”.

  • “Whether a client is seeking funds, and goes to their accountant to work out what the best solution is, or whether a client is long on funds and looking for a way to deploy them – either way, the client generally ends up having that discussion with the accountant,” he said.

  • Raphaely confirmed “Investors need to bring with them an accountant’s certificate, confirming their income or the assets before they can invest with us,” he said. “We never get a new investor at AltX without an accountant by their side.”  

Published by Accountants Daily on 4th July 2022.

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AltX is an online investment platform offering alternative income – generating investments, delivered seamlessly.

Disclaimers

AltX Pty Ltd (ACN: 618 796 115, AR no: 1270087), is an authorised representative of AltX Funds Management Pty Ltd (ACN: 113 502 604, AFSL no: 291314). The information on this website has been prepared for accredited wholesale clients – only who are interested in learning about the different products they can access via AltX. This information is factual information only. Any displays of potential investments are for example purposes only, and may not actually be available to investors. It does not take into account any of your personal objectives, circumstances or needs and does not constitute financial advice. Choosing an investment is an important decision and, before making any investment decision, you should consider obtaining financial advice, always read the disclosure documents as listed against every deal on the AltX investment platform and understand the associated risks as explained as on the AltX investment platform. 

Past performance is not an indicator of future performance. Expected or forecasted returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only, and may not actually be available to investors.

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

AltX Pty Ltd is not a bank and is not regulated by the Australian Prudential Regulation Authority, and investing in AltX products is not the same as depositing money in a term deposit offered by a bank.

© 2024

AltX Funds Management Pty Ltd

AltX is an online investment platform offering alternative income – generating investments, delivered seamlessly.

Disclaimers

AltX Pty Ltd (ACN: 618 796 115, AR no: 1270087), is an authorised representative of AltX Funds Management Pty Ltd (ACN: 113 502 604, AFSL no: 291314). The information on this website has been prepared for accredited wholesale clients – only who are interested in learning about the different products they can access via AltX. This information is factual information only. Any displays of potential investments are for example purposes only, and may not actually be available to investors. It does not take into account any of your personal objectives, circumstances or needs and does not constitute financial advice. Choosing an investment is an important decision and, before making any investment decision, you should consider obtaining financial advice, always read the disclosure documents as listed against every deal on the AltX investment platform and understand the associated risks as explained as on the AltX investment platform. 

Past performance is not an indicator of future performance. Expected or forecasted returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only, and may not actually be available to investors.

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

AltX Pty Ltd is not a bank and is not regulated by the Australian Prudential Regulation Authority, and investing in AltX products is not the same as depositing money in a term deposit offered by a bank.

© 2024

AltX Funds Management Pty Ltd

AltX is an online investment platform offering alternative income – generating investments, delivered seamlessly.

Disclaimers

AltX Pty Ltd (ACN: 618 796 115, AR no: 1270087), is an authorised representative of AltX Funds Management Pty Ltd (ACN: 113 502 604, AFSL no: 291314). The information on this website has been prepared for accredited wholesale clients – only who are interested in learning about the different products they can access via AltX. This information is factual information only. Any displays of potential investments are for example purposes only, and may not actually be available to investors. It does not take into account any of your personal objectives, circumstances or needs and does not constitute financial advice. Choosing an investment is an important decision and, before making any investment decision, you should consider obtaining financial advice, always read the disclosure documents as listed against every deal on the AltX investment platform and understand the associated risks as explained as on the AltX investment platform. 

Past performance is not an indicator of future performance. Expected or forecasted returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only, and may not actually be available to investors.

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

AltX Pty Ltd is not a bank and is not regulated by the Australian Prudential Regulation Authority, and investing in AltX products is not the same as depositing money in a term deposit offered by a bank.

© 2024

AltX Funds Management Pty Ltd

AltX is an online investment platform offering alternative income – generating investments, delivered seamlessly.

Disclaimers

AltX Pty Ltd (ACN: 618 796 115, AR no: 1270087), is an authorised representative of AltX Funds Management Pty Ltd (ACN: 113 502 604, AFSL no: 291314). The information on this website has been prepared for accredited wholesale clients – only who are interested in learning about the different products they can access via AltX. This information is factual information only. Any displays of potential investments are for example purposes only, and may not actually be available to investors. It does not take into account any of your personal objectives, circumstances or needs and does not constitute financial advice. Choosing an investment is an important decision and, before making any investment decision, you should consider obtaining financial advice, always read the disclosure documents as listed against every deal on the AltX investment platform and understand the associated risks as explained as on the AltX investment platform. 

Past performance is not an indicator of future performance. Expected or forecasted returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only, and may not actually be available to investors.

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

AltX Pty Ltd is not a bank and is not regulated by the Australian Prudential Regulation Authority, and investing in AltX products is not the same as depositing money in a term deposit offered by a bank.

© 2024

AltX Funds Management Pty Ltd