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INVESTOR VISA AND SIGNIFICANT INVESTOR VISA COMPLIANT INVESTMENT SOLUTIONS

The Federal Government’s Investor Visa (IV) and Significant Investor Visa (SIV) are powerful pathways to residency for aspiring migrants.

Visa holders are required to invest into complying investments for a minimum time period before being eligible to apply for a permanent visa.

The visas provide work, travel and study rights to the main applicant as well as their immediate family and dependent relatives.

A summary of the investment framework for the visas is as follows:

Investment type
Investor Visa      
Significant Investor Visa           

 Australian venture capital/private equity   

    

  $500,000 

           

 $1m2

 

 Emerging Australian companies

 

  $750,000

 

 $1.5m

 

 ‘Balancing’ investments1

 

  $1.25m

 

 $2.5m3

 

 Total portfolio

 

  $2.5m

 

 $5.0m

 

1.    May comprise managed funds, 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 IV or 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.

IV and 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
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 Index Australian Share Y Y
Colonial First State Wholesale Index 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 IV or SIV program.

It is your and your adviser’s responsibility to ensure that your account and investments comply with the visa conditions. We will not monitor your account to ensure that it satisfies the requirements or conditions of the relevant visa.

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 or Home
Affairs
website

For more information about the Investor Visa, go to the Home Affairs website

2.   $500,000 for applications prior to 1 July 2021

3.    $3m for applications prior to 1 July 2021

 

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.