Crowd Sourced Funding Equity Raising Package

A new opportunity for SMEs to be able to raise up to $5M capital annually from the public.

About This Package

Gold Silver

Company directors and officers will require advice on how Crowd Sourced Funding operates including:

  • An understanding of the Intermediary’s role and responsibilities.
  • An understanding of the Intermediary’s role and responsibilities.

Accountants/business advisers are well placed to be able to supply these services to SME companies.

The ESS BIZTOOLS’ Crowd Sourced Funding Equity Raising Package will assist you to deliver an outstanding professional service for your clients.

Webinar Recording

Package Content

The Crowd Sourced Funding Equity Raising Package incorporates commentary on the following areas:

Marketing and promotional material for subscribers to use including:

How to Use Webinar

A detailed how to use “Crowd Sourced Funding Equity Raising Webinar” is included in the product package.

Seminar/Webinar Package for Subscriber’s Use

The Seminar/Webinar Package gives subscribers the ability to present seminars/webinars to clients/prospects on all aspects of Crowd Sourced Funding Equity Raising.

Web Page Article

The web page article will assist you to communicate with your clients/prospects that you are familiar with Crowd Sourced Funding and keen to assist clients/prospects to get ready for a “Crowd Sourced Funding Ready Status”.

Improving Your Bottom Line

(promotional articles for subscribers to use)
A promotional article on Crowd Sourced Funding that you can badge and send to your clients/prospects to inform them about Crowd Sourced Funding Equity Raising and to inform them that your firm is keen to assist them if they would like to explore Crowd Sourced Funding Equity Raising.

The ESS BIZTOOLS’ Crowd Sourced Funding Equity Raising Package incorporates:

Detailed questionnaire/action plan to assist accountants/advisers to conduct a due diligence review on a company to determine whether it complies with Crowd Sourced Funding (CSF) status including:
  • CSF Legislation Overview
  • Eligible CSF Company
  • Issuer CAP
  • Fund Raising in addition to a CSF offer
  • Primary Issue Only
  • Making a CSF Offer
  • Corporate Governance Concessions
  • CSF Intermediaries – Licensing Requirements
  • Australian Market Licence (AML)
  • The Obligations of a CSF Intermediary
  • Stages of a CSF Offer
  • CSF Investors
  • General Investor Protections
  • Investor Protections for Retail Customers Only
  • When is a CSF document defective?
  • Obligations in relation to defective documents
  • Investor Rights – defective documents
  • Criminal and Civil Liability
  • ASIC Role Crowd Sourced Funding Equity Raising
  • Crowd Sourced Funding Equity Overview
  • Why would you use Crowd Funding to raise capital? – A Q/A summary to assist you with this conversation with your clients.
  • How does Crowd Funding Equity Raising compare with other capital raising strategies available in Australia?
  • Checklist of matters to be considered by directors relative to Crowd Funding Equity Raising
  • Checklist of matters to be attended to by the Intermediary (Gatekeeper) appointed.
  • Checklist to guide an accountancy business in offering a Crowd Sourced Funding Due Diligence Review

Want To Know More?

Crowd Sourced Funding Equity Raising Package

A new opportunity for small/medium enterprises, inventors and entrepreneurs has emerged with the passing by the Australian Senate of the Australian government’s Crowd Sourced Funding Amendments to the Corporations Act.

SMEs and others now have three distinct opportunities where they can raise capital from the public without producing a prospectus.  These opportunities for capital raising are

  • Crowd Sourced Funding
  • Early-Stage Innovation Company
  • Section 708 of the Corporations Act “Capital Raising”

The opportunity to raise capital utilising Crowd Sourced Funding has been a dream for many SMEs, inventors and entrepreneurs over recent years.  Whilst there has been some criticism of certain aspects of the legislation thousands of small/medium enterprises, inventors and entrepreneurs are expected to avail themselves of the opportunity to raise capital in this unique fashion.

Most of the entities seeking to raise capital using the Crowd Sourced Funding process are expected to be small/medium sized businesses.  These types of businesses are traditionally the clients of small to medium-sized accountancy businesses all around Australia.  Small/medium sized accountants who gear up for the opportunity of being able to service this new emerging market will be able to create a significant “new income stream”.

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If, after 60 days, you are not completely satisfied with ESS BIZTOOLS, we will gladly refund your subscription.

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12 Eclipse Street, ROWES BAY, QLD 4810
(07) 4724 1118
Toll Free: 1800 232 088
sales@essbiztools.com.au
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