Our Co-CEO and Co-Founder, Nick Raphaely sat down this week with Phillip King, the Editor of Accountants Daily and Paul Munt, Managing Director, Property Lending at Assetline Capital to discuss how Accountants are helping open the door to alternative sources of investment as they are a key trusted advisers to small business.
Listen to the Accountants Daily podcast with Nick Raphaely, our Co-CEO and Co-Founder.
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.”
Source: Accountants Daily
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