An eligible client that qualifies as being treated as a wholesale client pursuant to section 761G(7)(c) of the Act. If you are able to answer "yes' to the following, you may be eligible:
- You have net assets of at least A$2.5 million, OR
- You have a gross income for each of the last two financial years of at least AUD 250,000. AND
- Demonstrate your knowledge of leveraged trading by completing a short online test in the next step
When calculating your net assets remember to include the following: your home, other properties/land, superannuation, trusts, shares, other investments, savings, value of business, car/boat/caravan.
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