Your professional review.
Controlled, defensible, low-friction.
708C handles the intake, routing, storage, validation, and renewal record. You act as a certifying accountant within a governed platform. The platform administrator may approve or elevate additional certifying accountants, while your professional certification opinion remains your responsibility.
Three steps. Then your desk handles the rest.
The first time an investor nominates you, you receive an email. No account setup is required before you can review and decide.
Receive the secure review link
When an investor nominates you as their certifying accountant and submits their application, you receive a secure, single-use review link by email. The link expires in 48 hours. No login or registration is required for this first review.
Review the application and documents
The review page shows the investor's particulars, entity type, certification basis, and all uploaded supporting documents. You review the supporting evidence against the claimed basis under s.708(8)(c) of the Corporations Act 2001 (Cth).
Record your decision
Approve, decline, or request more information. Your decision is logged with your identity, a timestamp, and the certification basis assessed. The investor is notified immediately. If you approve, the certificate is issued and stored in the platform vault.
Your workspace for every subsequent review.
After your first approval, you receive an invitation to activate your Professional Accountant Desk. This is a persistent workspace that tracks every client you have certified through the platform — not just the current application.
Client roster and certificate history
See every client you have certified, their certificate status, issue date, expiry, and certification basis. One view for your entire 708C portfolio.
Renewal alerts and expiry queue
Certificates expiring in the next 90 days are surfaced automatically. You are notified when a client's certificate is approaching expiry so you can prompt renewal without tracking it manually.
Existing-client issuance path
Initiate a certification request directly for an existing client of your practice without requiring the client to start a new application from scratch. This path is available only to registered accountants for existing clients.
Remuneration tracking
Every renewal certificate you approve earns an A$20 remuneration payment from the platform. Your desk tracks every credit, each renewal it relates to, and the cumulative amount on record.
Audit log
Every decision you have recorded — approve, decline, request more information — is visible in your personal audit log with timestamps and the basis assessed. A complete record for your professional files.
Renewal queue management
When a client initiates a renewal, the request appears in your renewal queue. Review the updated evidence and record the renewal decision. The new certificate is issued under the same serial structure with an updated expiry.
You are never charged. On renewal, you are paid.
How the remuneration model works
The first certificate is free for the investor and unpaid for the accountant. The platform absorbs the cost of establishing the relationship and the certificate record.
When an investor renews — at the two-year renewal point — a renewal fee of A$79 is charged to the investor through the platform. Of that, A$20 is recorded as a remuneration credit to the certifying accountant.
Remuneration is tracked in the Professional Accountant Desk and paid by the platform. The accountant does not invoice the investor, and the investor does not pay the accountant directly.
The three qualifying bases you certify against.
Under section 708(8)(c) of the Corporations Act 2001 (Cth) and consistent with ASIC Regulatory Guide 154, a qualified accountant may certify an investor as wholesale where one or more of the following applies.
| Basis | Threshold | Evidence typically required |
|---|---|---|
| Net assets | At least A$2.5 million | Balance sheet, rates notice, NPV statement, bank evidence for the relevant entity or individual |
| Gross income | At least A$250,000 per annum for each of the last two financial years | Two years of tax returns or financial statements for the relevant entity or individual |
| Both | Net assets ≥ A$2.5M and gross income ≥ A$250,000 p.a. | Combined financial evidence meeting both thresholds |
The assessment and certification decision rests with you as the qualified accountant. 708C is the operating layer — it routes the request, stores the evidence, records the decision, and issues the certificate. It does not perform or override the professional assessment.
Designed to support your professional standing, not complicate it.
Private and controlled
Investor documents are stored in a private vault, never publicly accessible, and served only via expiring signed URLs.
Append-only audit trail
Every decision is logged with your identity and a timestamp. The audit record cannot be edited or deleted.
ASIC RG154 aligned
The platform is designed around the qualified accountant model described in ASIC Regulatory Guide 154.
No financial advice
708C does not provide financial advice and makes no recommendation about investor suitability for any particular investment.
Ready to review your first application?
If a client has already nominated you, check your email for the secure review link. To activate your Professional Accountant Desk, use the link in your desk invite email or contact us.