Here are some popular questions we get asked

Balmoral Digital is open to wholesale investors. To qualify as a wholesale investor you must meet one of the following criteria

  1. You must hold net assets worth more than AUD$2.5 million; or
  2. Your gross household annual income must be at least AUD$250,000 (this can include income from a business if you’re a business owner); or
  3. If you or a syndicate/trust intend to invest more than AUD$500,000 in a single offer. You are required to meet at least one of these criteria, investors should obtain a certificate from a qualified accountant stating so. If you meet the above requirements and are interested in investing, please fill out the form to start the application process.

    “wholesale investors” (as that term is defined in section 761G of the Corporations Act). Investors of this category will need to make an investment of at least $500,000 or demonstrate they have net assets of at least $2,500,000 or gross income of at least $250,000 per annum (this can include income from a business if you’re a business owner) for each of the past two years, as certified by a Qualified Accountant.

A registered accountant will be able to provide you with a 708 certificate. For additional information ASIC has a factsheet available here.

A clear photo of your current drivers license (front and back) or a current passport for all applicants. For an application as a trust we require a copy of the trust deed.

It’s available to download here.

June and December.

A monthly performance report is sent via email in the first half of the following month. An individual unit pricing statement will also be issued.

1% per annum management fee and 25% performance fee above the high-water mark.

This is the highest peak in value that an investment fund has reached. Put simply if the Fund unit price isn’t at an all time high at the end of the month no performance fee will be deducted until the Fund reaches an all time high again. This aligns the manager and the client as fees are only ever taken on new profits.