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Start your 708-Certification request

Start 708-Certification. One guided request. One cleaner pathway.

Complete the applicant details, choose the right entity path, nominate the accountant, and submit a structured certification request that can be reviewed properly.

Start now Validate a certificate
✓First certificate free
✓No card to begin
✓Accountant-certified pathway
✓Optional accountant SMS notice
✓Private vault storage
Before you begin

What this page is designed to do.

This page gathers the applicant profile, routes the request to the right accountant, and creates the platform record that later supports vault storage, validation, and renewal.

  • ✓Choose the correct entity path — individual, company, or trust
  • ✓Nominate your accountant or route through the platform
  • ✓Upload the supporting information needed for review
  • ✓Review the final application summary before submission

What you may need

Applicant details, entity details, accountant details, supporting documents, and the basis on which the accountant will review your eligibility.

What happens after submit

The accountant receives a secure review link, records a decision, and the certificate lifecycle moves forward from there.

For registered accountants

If you are issuing for an existing client, use the professional workspace rather than the public applicant path. That lane is reserved for registered accountants and approved accountant firms.

Page quality standard

Desktop, tablet, and mobile should all feel intentional, calm, and institutionally presented — not merely compressed.

Start properly

What you need. Who reviews. What happens next.

The goal is to let the accountant review a complete and structured certification request without repeated back-and-forth.

01

What you need

Applicant particulars, entity information, contact details, supporting documents, and the certification basis the accountant will review.

02

Who reviews

Your own accountant or a platform-routed accountant receives the request and records the professional decision.

03

What happens next

On approval, the certificate is issued, stored in the vault, and becomes validation-ready for future reliance.

Applicant process

Complete. Review. Submit.

The platform keeps the submission path calm and structured before the accountant takes over.

1
Complete

Complete the intake

Enter the applicant and entity details, upload supporting information, and choose the accountant pathway.

2
Review

Review the summary

Confirm the final application summary before submission so the accountant receives a cleaner request pack.

3
Submit

Submit for accountant review

The request is logged, routed, and positioned for certificate issue, vault storage, and later validation.

Certification request

Start your 708-Certification request below.

This is the live 708-Certification intake workflow rendered by the platform plugin, now lifted to a stronger institutional presentation standard.

Start 708-Certification intake

Complete the fields below, choose the right entity path, and continue through the guided process. Workflow logic remains plugin-owned. Presentation and responsiveness are elevated here.

First certificate freeNo card required to begin.
Accountant-certified708C routes and records. Your accountant certifies.
Secure repositoryPrivate vault, signed downloads, live validation, renewal continuity.
1
Details
2
Entity
3
Accountant
4
Documents
5
Basis
6
Review
Your Personal Details
We need your legal name and contact information as they should appear on the certificate.
If provided, 708C can send a short SMS notice when your accountant records a decision. No links or sensitive financial detail are sent by SMS.
How Are You Investing?
Select the entity type for this certification.
Your Accountant
Your accountant will receive a secure review link and certify your qualification. They must be a registered tax agent, CPA, CA, or IPA member.
A secure, single-use review link will be sent here. Expires in 48 hours.
If provided, 708C can send a short notification text confirming that the secure review request has been sent to the accountant's email. No links or sensitive financial detail are sent by SMS.
Certificate Destination
If an investment manager, issuer, trustee, or requesting party has asked you for this certificate, nominate them here so the certificate outcome and any future stale-status notices can be directed correctly.
Used only if the certificate outcome should be copied or directed to the nominated investment manager, issuer, or requesting party once the accountant records the decision.
Where relevant, this contact will be notified if a certificate later becomes no longer current through non-renewal.
Supporting Documents
Upload documents that support your qualification. If you have asked 708C to supply the accountant, supporting evidence is required before the file can be reviewed and assigned.
Documents are stored in a private secure vault. Visible only to you, your accountant, and 708C administrators.
Accepted: PDF, JPG, PNG, DOC, DOCX · Max 10 MB per file.
Examples of acceptable supporting evidence
Rates notice, balance sheet, NPV / bank statement evidence, 24 months of tax returns, or equivalent financial evidence for the actual entity or person seeking certification.
📂
Drop files here, or click to browse
PDF, JPG, PNG, DOC, DOCX · Max 10 MB each
Certification Basis
Select the basis on which your accountant will certify your wholesale investor status under section 708 of the Corporations Act 2001 (Cth).
Investor Declarations
By submitting this application, you confirm that:
  • The information you have provided is true and correct to the best of your knowledge.
  • You understand that your accountant will independently verify your qualification status.
  • You consent to your information being held securely on the 708C Platform for certification and renewal purposes.
  • You understand this certificate does not constitute financial advice.
  • You will notify your accountant if your financial circumstances change materially.
Review Your Application
Confirm your details before submitting. Once submitted, your accountant will receive a secure review link.
Application Summary
Full name
—
Email
—
Entity type
—
Entity
—
Accountant route
—
Certificate destination
—
Certification basis
—
Your accountant or 708C site administration will receive the next workflow action, depending on the route you selected.
Your Certificate Updates as you complete the form above. Issued on accountant approval.
708C Platform — Section 708(8)(c) Accountants Certification
708-CERTIFIED INVESTOR
Issued under the Corporations Act 2001 (Cth) — Section 708(8)(c)
Serial Number
Pending issuance
This certifies that — has been assessed by a qualified accountant as meeting the wholesale investor criteria under section 708(8)(c) of the Corporations Act 2001 (Cth).
Investor Particulars
Investor Name
—
Certified applicant
Entity / Organisation
—
Entity Type
—
Applicant class
Date of Issue
—
Expiry Date
—
Certificate Status
Pending Issuance
Certification Basis
Assessment Basis
Select certification basis above
Basis displayed for certificate transparency. Supporting financial evidence remains within the controlled certification record.
Legislative pathway Corporations Act 2001 (Cth), s708(8)(c)
Reliance context Wholesale investor qualification only
Advisory limitation No financial or legal advice is provided
Validation method Serial + platform verification endpoint
Certifying Accountant
—
Accountant details entered in Step 3
Assessment completed by a qualified accountant. Certificate face reflects issuance outcome only.
Validation
Validate this certificate online
Present the serial number or use the validation link to confirm certificate status against the live platform record.
708c.com.au/v/[serial]
708C Platform · 708c.com.au
708
CERTIFIED
▦
Scan to validate
Issued: — · Expires: — 708C Platform — Section 708(8)(c) Accountants Certification PREVIEW

Need to validate or return later?

You can validate a certificate publicly, or return to your dashboard if you already have an application or certificate on file.

Validate a certificate Go to dashboard Professional workspace

No financial product advice. No investment promotion. This page is a certification workflow entry surface. The certification opinion on investor eligibility remains with the qualified accountant, not the platform.