How Much Does a Sophisticated Investor Certificate Cost?
If you're weighing up whether to get certified as a sophisticated investor, cost is usually one of the first questions — and it's a fair one, because the fee isn't set by ASIC or any regulator. It's set by whichever qualified accountant issues your certificate, which means prices vary more than people expect. Here's a realistic breakdown of what to budget for. The Short Answer Most sophisticated investorcertificates in Australia cost somewhere between $220 and $770 (inc. GST) , depending on the accountant, the complexity of your financial position, and how much verification work is involved. Simple cases — a single applicant with straightforward income evidence — sit at the lower end. Certificates involving property valuations, trusts, companies, or joint applications with a spouse tend to sit higher. What Actually Drives the Price 1. Which eligibility test you're using Income test: if you can supply two years of tax returns or notices of ...