Invest with Seneca today

The application will take 5 to 10 minutes to complete. Please see below for the requirements to invest.

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Identification
You will need either your Passport or Driver’s license along with proof of address.
Tax File Number
You will need your Tax File Number for the person(s) or entity applying.
Bank Details
In the same name as the person(s) or entity for which you are applying.
S708 Certificate
Completed and signed by your Accountant. Download Template.

Which investor type are you?

Wholesale Investor
A qualified accountant certifies that you have net assets in excess of $2.5 million or gross income more than $250,000 per year for the last 2 financial years.
Product Value Test Investor
You invest at least $500,000 in a single financial product or offer.
Professional Investor
An AFSL holder (financial adviser/licensee) or a person controlling ≥ $10 million (including super funds, trusts), a listed entity or large business, a regulated financial institution (bank, insurer, super fund trustee).

How to apply

Step 1
Read the relevant Information Memorandums.
Step 2
Create an account at funds.senecafs.com.au.
Step 3
Complete the relevant application.
Step 4
Fund your application at least 2 business days prior to month end.
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© 2026 Seneca Financial Solutions. All rights reserved.
The information on this website is provided for general information purposes only and does not take into account your objectives, financial situation or needs. It does not constitute personal financial advice. Before acting on any information on this website, you should consider whether it is appropriate for your circumstances and, if necessary, seek personal advice from a qualified adviser. Where this website refers to retail financial products, including Separately Managed Accounts (SMAs), you should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any investment decision. Where this website refers to wholesale investment products, including Seneca’s wholesale funds, such products are available to wholesale investors only and are issued pursuant to an Information Memorandum, rather than a PDS or TMD. Seneca Financial Solutions Pty Ltd (ABN 17 610 665 711) holds Australian Financial Services Licence No. 492686. To the extent permitted by law, Seneca Financial Solutions Pty Ltd disclaims all liability for any loss or damage arising from reliance on information contained on this website.