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Sophisticated investors


How do I become a Sophisticated Investor?

To qualify as a Sophisticated Investor, you need to satisfy at least one of the following criteria: 

  • You have A$2.5m of net assets
  • You have had a gross income of A$250,000 per year for the last two years
  • You hold an Australian Financial Services License
  • You are a Professional Investor

This is confirmed via a Sophisticated Investor Certificate issued by your accountant – who can either use their own certificate template or Stake’s template

You can read more about Sophisticated Investors here.

To upload your certificate to Stake:

  • Open your Stake app (uploading is not yet available on Stake’s web platform)
  • Make sure you have ‘AUS’ selected in the top right of your screen
  • Select ‘More’ from the bottom menu
  • Select ‘Profile’ at the top
  • Scroll down to ‘Sophisticated Investor’ and hit ‘Apply’
  • Upload your certificate as a PDF or photo.
  • Wait for us to review and approve your certificate, and you’ll be able to bid on Placements

If you have any questions about becoming approved as a Sophisticated Investor on Stake, you can contact Stake’s Capital Raises team by emailing

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Stakeshop Pty Ltd, trading as Stake, ACN 610105505, is an authorised representative (Authorised Representative No. 1241398) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927) ('Sanlam') and an authorised representative (Authorised Representative No. 1241398) of Airwallex Pty Ltd (Australian Financial Services Licence No. 487221) ('Airwallex'). Stake is not authorised by Airwallex under Airwallex’s AFSL to arrange for clients to be issued with securities as Airwallex is not authorised under its AFSL for this purpose. Stake is not authorised by Sanlam under Sanlam’s AFSL to arrange for clients to be issued with a non-cash payment facility as Sanlam is not authorised under its AFSL for this purpose. Stake SMSF Pty Ltd (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. Stakeshop Pty Ltd will also run marketing and promotions to you under. For more information about SMSFs, see our SMSF Risks page.The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers  before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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