The investment fund is specifically licenced to deal with sophisticated and wholesale Investors. Our application process is straightforward, and our investment team would appreciate the opportunity to meet in person so we can better understand your investment needs.

In order to be classified as a sophisticated and wholesale Investor
you will need to meet, at a minimum, the following criteria:

- own net assets in excess of $2,500,000; or
- earned at least $250,000 per annum for the last 2 financial years; or
- invest a minimum of $500,000

Yes - whilst Oterra Capital originates contributory investments, you can invest over a range of investments to diversify your capital. Diversification can be achieved through different securities, investment terms, borrowers, investment yields and Lending to Valuation Value Ratios.

Yes – within a fortnight of 30 June, Oterra Capital will provide full tax reporting on your investments in that financial year.

No - Oterra Capital do not charge fees to our Investors.  There are no entry fees, investment management fees, exit fees, or rollover fees.

Yes – at Oterra Capital we firmly believe in one-to-one relationships. Our team builds longstanding relationships to understand your investment preferences and provide you with general advice on each contributory investment.

Oterra Capital Investment team regularly meet in person to update our Investors on the performance of their investments.