Join us

Become an Independant Business Consultant.

Suitable for Business Brokers, Business Consultants, Finance Brokers
and others looking to deliver more fee-based client services.

Initial Private Offers

An Initial ‘Private‘ Offer (IPO) is for your SME Clients wanting to raise Debt or Equity funding through a small-scale (Sec. 708) offer to issue securities for Business Development, Expansion or Acquisition.

Private Trading Exchanges

A Private Trading Exchange (PTX) helps underpin & support your Client’s small-scale offer to issue securities by providing a secondary sales platform for private (Pty Ltd) Company shareholders? 

Can you Consult to Business?

Independent Consultants help their SME clients use some of the same tactics the big companies use (whose shares are traded on a stock exchange), to raise capital when the banks are playing hardball.

Be the Entrepreneur’s Advisor

Bridge the gap between the lawyers, corporate advisers, bankers, and the entrepreneur who knows how to run their business but not much about the world of capital raising.

Earn while you Learn!

How it works: While you are learning, Austpac will mentor you and provide assistance with forms, document drafting and guidance as required on a client-by-client basis until you are proficient enough to manage clients on your own.

Independent Consultant/Client resources include: Client (fees) Timeline & Quote form, Application to raise debt funding; application to raise equity capital; share application forms; SME Bond application forms; share transfer forms; AML-CTF Checklist, etc.

Where you require client assistance, this will be charged out at 50% of our standard client fee. This means, while you are learning, you will receive 50% of our standard client service fee until you have sufficient knowledge to operate on your own. See our Fee Schedule.

Private Trading Exchanges (PTX). A PTX may be established by a company that has issued, or proposes to issue, securities, providing a trading or exit mechanism for shareholders as the company grows. 

A PTX may also be purchased by an accountant, solicitor, or other advisor that acts on behalf of multiple companies that have issued, or propose to issue, securities in order to raise funds from investors. 

Private Trading Exchanges

Get a 50% Rebate as a Consultant

Independent Consultants receive a 50% rebate when ordering a PTX for their client. As an Independent Consultant you can ‘quote’ your own retail price for a PTX. The base retail price to clients for a PTX is $6,600 (Inc. GST). Note. Pricing  will be subject to your quote to your client, which will depend upon your client Company’s size, complexity & stage of growth.

Other resources available to Subscribers

Share capital structuring modelling; Non-disclosure agreements; Investment Offer Document templates; Share Application forms; Note Application forms; Share Certificate & Note templates; Consulting agreement template (for when a Company is paying a consultant in stock (shares); Private Trading Exchanges; Help with registering a Company (with a share capital) in Australia or the US.
Need something else? We probably have it somewhere in our archives, ask us.
Note: These resources are available to our Subscribers on a client by client basis.
See link below to Subscribe.

Equity Securities
Private Trading Exchange

Order a Private Trading Exchange for your Client

Click the image to order a PTX

Extra Client Services for
Accountants & Business Consultants

Limited opportunity to Join us.
Just $53.90 (Inc. GST) per month!

Please be sure to email a copy of your completed application to

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