SIV compliant investment solutions
Since its introduction in November 2012, the Federal Government’s Significant Investor Visa (SIV) has become a powerful pathway to residency for aspiring migrants.
SIV holders are required to invest $5m into complying significant investments for a minimum of four years before being eligible to apply for a permanent visa.
The visa provides work, travel and study rights to the main applicant as well as their immediate family and dependent relatives.
The framework for the SIV requires applicants to invest in a combination of:
- Australian venture capital/private equity ($500,000)
- Emerging Australian companies ($1.5m)
- ‘Balancing’ investments ($3m) that may comprise Australian listed companies, A-REITs, infrastructure trusts, corporate bonds/notes, annuities and limited real property.
Colonial First State has a number of investment solutions that can help overseas investors gain approval for the SIV.
When it comes to making the right Australian investment choices, you need the confidence that comes from engaging professionals with market-leading expertise and a track record of financial success.
SIV complying funds available through Colonial First State
Fund Click on each fund for more information about the investment objective and performance of the fund.
|
Available through FirstChoice Wholesale Investments | Available as wholesale option |
| Emerging Australian companies | ||
| First Sentier Wholesale Developing Companies |
Y | Y |
| Balancing investments | ||
| Acadian Wholesale Australian Equity | Y | Y |
| Acadian Wholesale Australian Equity Long Short | Y | Y |
| Pendal Wholesale Sustainable Australian Share |
Y | N |
| Ausbil Wholesale Australian Emerging Leaders | Y | N |
| First Sentier Wholesale Concentrated Australian Share |
Y | Y |
| First Sentier Wholesale Equity Income |
Y | Y |
| Colonial First State Wholesale Indexed Australian Share | Y | Y |
| Colonial First State Wholesale Indexed Property Securities | Y | Y |
| First Sentier Wholesale Property Securities |
Y | Y |
| Investors Mutual Wholesale Australian Share | Y | N |
| Maple-Brown Abbott Wholesale Australian Share | Y | N |
| OC Premium Wholesale Small Companies | Y | N |
| Perennial Value Wholesale Australian Share | Y | N |
| Solaris Wholesale Core Australian Equity | Y | N |
For further information about these funds and how to invest, go to the FirstChoice Wholesale Investments Product Disclosure Statement or contact us on 03 9303 3929.
Important note
Before investing, we recommend that you speak to your adviser and obtain independent legal advice with respect to your participation in the SIV program.
It is your and your adviser’s responsibility to ensure your account and investments comply with the conditions of the SIV. We will not monitor your account to ensure that it satisfies the requirements or conditions of the SIV.
Changes to complying investments from 1 July 2015.
Before 1 July 2015, there were different rules in place with regard to complying investments for the SIV program. However investors who were granted visas under the old rules are able to continue to hold their pre-1 July 2015 investments.
The list of funds available through Colonial First State that were compliant with the pre-1 July 2015 rules are:
| Previously complying funds |
| Pendal Wholesale Sustainable Australian Share |
| Colonial First State Wholesale Indexed Australian Share |
| Colonial First State Wholesale Indexed Property Securities |
| Colonial First State Wholesale Property Securities |
| Maple-Brown Abbott Wholesale Australian Share |
| Solaris Wholesale Core Australian Equity |
Where can I find more information about the visa and how it works?
For more information about the Significant Investor Visa, go to the Austrade website.
Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of super, pension and investment products. This document may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. A PDS for Colonial First State’s products are available at colonialfirststate.com.au or by calling us on 13 13 36.