PrivateInvest is a private commerical non-bank financier specialising in the Australian real estate sector.

About PrivateInvest Our Investment Funds

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This episode of PrivateInvest TALK covers:

  • PrivateInvest Investor Application

Welcome to PrivateInvest TALK your update and insight into how our investment funds operate and the opportunities in the private debt market in Australia. 

Hello, I am Naomi Roberts, the Corporate Company Secretary of the PrivateInvest group and I oversee the Investor Relations and Loan management teams. 

This PrivateInvest video is to help you understand and assist you in the investor application process.  

To invest in one of our Funds, you must be qualified as a wholesale or sophisticated investor.

The Corporations Act defines a wholesale or sophisticated investor as a type of investor who is deemed to have sufficient experience and knowledge to weigh the risks and merits of an investment opportunity.  

Typically, a sophisticated investor must meet the following requirements: 

  • have net assets of more than $2.5 million dollars and or, 
  • have an income of least $250 000 per annum over the last two financial years and or, 
  • is investing $500 000 or more. 

As this threshold is deemed to be a wholesale investment if you are investing less than $500 000, you must acquire a certificate from a qualified accountant verifying that you are a sophisticated investor. We can send this form to your accountant upon request by you.

It is important that you read the Information Memorandum in full for the PrivateInvest Fund that you are investing in, and if you are investing in the PrivateInvest Select Mortgage Fund you must also read the Loan Memorandum in relation to the Loan you are investing in. 

Our minimum investment is $100,000. 

If you are interested in investing, contact our Investor Relations team on 1300 2 INVEST and we can provide you either a hard copy of the application form or direct you to the link on our website for the online application. 

You will also need to provide identification and you may also need to provide supporting documentation with your application. Whilst this may sound onerous, the laws are there to protect you and your investment. A team member can assist you with your documentation if you need.  

To complete the application process, we can either have a face-to-face meeting, a telephone call, or set up a zoom or team’s video call and share the application form with you, on screen and guide you through it.  

Our external registry provider is One Registry Services, and they will process and verify your application.

It is important to note that your personal information provided to us is protected by the privacy act and your information is not shared with others.

Once your application is approved we will send you your statement confirming your investment and access to our investor portal.

If you have any queries about this process, please call 1300 2 INVEST, that’s 1300 2 468 378 and speak to a member of our Investor Relations team. 

Thank you for considering an investment with PrivateInvest. 

Thank you for watching PrivateInvest TALK.