SMSF Mate

What's the difference between a retail or wholesale investor?


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What's the difference between a retail investor and a wholesale client? The key difference between the retail and wholesale investor classifications is in the level of compliance required with each type of investment. Regulations are much higher for retail investments and this is intended to provide investors with a greater level of protection. 

In this episode of SMSF Mate's podcast, Gareth, Ashwin, Sonny and Tim talk about the key differences between the two types of investor categorisation in Australia. Wholesale investors are thought to be better informed about investments and more financially aware than retail investors, but is this justified? 

You can read on the SMSF Mate website here: https://www.smsfmate.com.au/retail-sophisticated-investors/

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