AltX Insights - Accountants ‘At Epicentre’ Of Growth In Non-Bank Finance

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.”

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.”

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.”

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.”