ALTOLIO CLASSIC

Alternative

investing the

Classic

way.

Altolio Classic is the traditional managed fund pathway, conventional documentation, EFT settlement and regular monthly portfolio reporting. Institutional grade alternative investments in a structure wholesale investors know, trust and can explain to their accountant.

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WHAT IS ALTOLIO CLASSIC?

The traditional pathway to alternative investing.

Altolio Classic is the traditional investment pathway within the Altolio ecosystem. It operates through a conventional managed investment scheme structure, familiar, regulated and built on established Australian financial services frameworks.

No blockchain. No tokens. No digital wallet. A clean, professional investment platform that gives wholesale investors access to four alternative asset classes through a structure they understand, trust and can explain to their accountant and financial adviser.

Altolio Classic is a permanent part of the Altolio platform, not a transitional pathway. Investors who prefer conventional managed fund structures always have a home here.

Credit & Income

Private credit, mortgage loans, structured funds and income vehicles, debt instruments delivering regular, asset-backed income.

Real Estate

Property, infrastructure, renewable energy and data centre's tangible assets with intrinsic value and income potential..

Natural Resources

Farmland, water rights, carbon credits and forestry, assets with genuine scarcity value and long-term structural demand.

Private Markets

Private equity, fund interests, SME equity and venture capital equity exposure beyond the listed market universe.

PLATFORM FEATURES

Everything a wholesale investor needs.

Four core features, designed around how serious investors actually want to manage their alternative investment portfolio.

Portfolio Overview

Total portfolio value, individual position performance and YTD income, updated regularly across all active positions and asset classes.

Total portfolio value across your investment
Individual position performance and current value
Asset allocation across the four pillars as they become available
YTD income and distribution history

Browse Opportunities

Explore curated alternative investment opportunities as they become available with complete deal disclosure before you commit a dollar.

Curated opportunities across all four pillars when available
Complete deal disclosure on every opportunity
Target returns, terms and risk profile clearly stated
Request IM directly from the platform

Distribution Tracking

Full history of paid and scheduled distributions with EFT delivery to your nominated bank account on payment date.

Full distribution history across all positions
Upcoming scheduled distributions with dates
YTD income summary across full portfolio
EFT payment to your nominated bank account

Statements & Documents

Every document in one place, statements, quarterly portfolio statements, IMs and compliance documents. Download at any time.

Annual tax statements for every financial year
Quarterly portfolio statements for all positions
Information Memoranda and offer documentation
Wholesale investor certificates and compliance docs

ELIGIBITY

Who can access

the Altolio platform.

The Altolio platforms, being both Classic and Digital pathways are open exclusively to wholesale investors as defined under the Corporations Act 2001 (Cth).

There are three ways to qualify.

Both pathways carry the same wholesale investor requirement. Your choice of Classic or Digital is a preference about investment experience, not about eligibility.

If you qualify for one, you qualify for both.

Not sure if you qualify? Speak to your accountant or contact the Altolio team — we're happy to help you work through your eligibility before you register.

Income Test

$250,000+ gross income in last 2 financial years

Individuals earning $250,000 or more per annum in gross income in each of the last two financial years, individually or jointly with a spouse.

Assets Test

$2.5M+ net assets excluding primary residence

Individuals with net assets of $2.5 million or more, excluding the value of their primary residence. The most common qualification pathway.

Accountant Certificate

Certified by a qualified accountant - valid 2 years

A qualified accountant (CPA, CA or equivalent) certifies that you meet the wholesale investor threshold. Valid for two years. The most common formal verification pathway.

Ready to invest?

Register now.

Join verified wholesale investors on Altolio Classic. Register to access current investment opportunities and be first when new deals launch.

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Disclaimer

Alternative Investments Portfolio Pty Ltd (ACN 99 697 202 430) trading as Altolio is a corporate authorised representative (CAR No.xxxxx) of Banxly Investment Group (ABN 54 652 385 807) (AFSL 538864). The information in this website (the Information) has been prepared by Alternative Investments Portfolio Pty Ltd.

This information is for general information only and is not an offer for the purchase or sale of any financial product or services. The Information has been prepared for investors who qualify as wholesale clients under section 761G of the Corporations Act 2001 (Cth) (Corporations Act) or to any other person who is not required to be given a regulated disclosure document under the Corporations Act.

The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded.

Past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given by the Licensee, Alternative Investments Portfolio Pty Ltd or any other person.

To the maximum extent possible, the Licensee, Alternative Investments Portfolio Pty Ltd or any other person does not accept any liability for any statement in this Information.