SIV

Significant Investor Visa

What is SIV

A four-year pathway to permanent residency (PR)

The Australian Federal Government has introduced a new Significant Investor Visa (SIV) to provide high-net-worth individuals with the ability to apply for an Australian visa and permanent residence

on the basis of a minimum compliance investment in Australia of AUD 5 million for a minimum of four years.

Visa applicants do not need to satisfy the innovation points test and there are no upper age limits.

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

Source: Australian Government Department of Immigration and Citizenship

Application Process

We are here to help you with TWO MOST IMPORTANT PARTS*

1. EOI
1-2 Days
Apply online via Skill Select (Australian Government website).
2. State Nomination
6 Weeks
A nomination is required from an Australia State or Territory or Austrade.
3. Visa application submitted to DHA
6 - 10 Months
Visa application submitted to Australian Department of Home Affairs (DHA).

– Application Form
– Medical Checks
– Background Police Check
– Source of Funds (SOF) Check
4*. Make SIV complying investments
1 - 2 Months
Investor transfer of funds shown in SOF to fund manager.
5*. SIV188C ~ PR888
4 Years +
– Maintain complying investment.

– Spend a total of at least 160 days over 4 years in Australia.

– Meeting nominating state’s PR requirements.

Please note: Timings detailed above can vary according to a range of factors including Australian Immigration Authorities workloads.

Complying investments

10 % Min.

Venture Capital & Growth Private Equity

Small Caps / Emerging Companies

Balancing investment

Mandatory investment of at least $500,000 at time of investment in an AusIndustry registered fund(s) (either ESVCLP or VCLP).
Applicant monies for the full amount of the commitment are to be taken upfront to satisfy issuing a provisional visa and deposited either in a Cash Management Trust (CMT) held in escrow, or an Australian bank account as security for a bank guarantee in favour of a VCPE, to meet capital calls by the VCPE over the investment horizon.
Applicants will need to enter into a commitment with a VCPE within 12 months from the date they were issued a provisional visa.
Proceeds from the realisation of investments by the VCPE fund(s) before the provisional visa ends are to be reinvested in complying funds from one of these three complying investment types.

Mandatory investment of at least $1.5 million at time of investment in an eligible fund(s).
A complying fund must have the following:

− Investment in securities of companies that have a market capitalisation (market cap) of less than $500m at the time of first purchase by the fund. Investments are to be ASX listed or Australian unlisted companies, but unlisted are to be no more than 20% of the fund’s net assets. Up to 20% of the fund’s net assets may be in other Australian exchange listed companies.

− Up to 10% of the fund’s net assets may be invested in foreign exchange listed companies (e.g. New Zealand) with a market cap of less than $500m at the time of first purchase by the fund.

− Up to 30% of the fund’s net assets can be in previously held assets whose companies have grown their market cap above $500m.

− Must maintain a minimum of 20 investee companies from three months post the fund’s inception date.

− No further purchase can be made to any individual asset that exceeds 10% of the fund’s net assets.

− Cash is to be no more than 20% of a fund’s net assets.

− Derivatives are to be used for risk management purposes only.

Managed funds (open or close-end) or Listed Investment Companies (LICs) are eligible.
Fund Managers are to have and maintain a minimum $100m in firmwide funds under management (FUM) to offer a complying fund(s) to applicants.

30 % Min.

Small Caps / Emerging Companies

VC & Growth Private Equity

Balancing Investment

60 % Max.

Balancing
Investment

VC & Growth Private Equity

Small Caps / Emerging Companies

Funds invested in:

Companies, A-REITs, infrastructure trusts including their ordinary equity, preferred equity, convertible bonds or corporate issued floating rate notes listed on an Australian securities exchange.
Corporate bonds or notes issued by an Australian exchange listed entity (or wholly owned subsidiary of the Australian listed entity) or investment grade rated Australian corporate bonds or notes rated by an AFS licensed debt rating agency.
Deferred annuities issued by Australian registered life companies but cannot commence paybacks during the provisional visa period.
Real Property in Australia (subject to 10% limit on residential real estate).
A complying fund must have the following:

− Cash is to be no more than 20% of a fund’s net assets.

− Derivatives are to be used for risk management purposes only.

Managed funds (open or close-end) or Listed Investment Companies (LICs) are eligible.
Fund Managers are to have and maintain a minimum $100m in firmwide FUM to offer a complying fund(s) to applicants.

Download Official Complying Investment Framework

INFINITAS’ ADVANTAGES

ADVANTAGE 1

Infinitas acts as the safe pair of hands for your investments. We provide family office style investment advisory service and facilitation. We engage and collaborate with other experts to not only help you accomplish your financial goals, but also clarify and simplify your affairs.

ADVANTAGE 2

We will genuinely act on behalf of your best interest as we only take advisory fees from you and will declare and rebate any commission received when dealing with your investments.

ADVANTAGE 3

We assess your situation and consider the future planning for you and your family in Australia when putting together your investments. We consider not just the current visa compliant investment but the life you will be living in your new destination.

ADVANTAGE 4

We evaluate and choose from a large range of products on the market from reputable fund managers and construct one portfolio which is best suitable for you and your family.

V.S.

Only investing in in-house products – even if some of them are not to the best interest of the clients’ as they are not as good as other comparable products in the market.

Non-transparent fee structure & arbitrary layers of investments which are unnecessary and expensive.

Clients are typically not protected as domestic retail clients against unethical service provider due to the foreign jurisdiction and status as sophisticated investors.

SIV

What is SIV

A four-year pathway to permanent residency (PR)

Application Process

We are here to help you with TWO MOST IMPORTANT PARTS*

1. EOI

1-2 Days

2. State Nomination

6 Weeks

3. Visa application submitted to DHA

6 - 10 Months

**4*. Make SIV complying investments**

1 - 2 Months

**5*. SIV188C ~ PR888**

4 Years +

Complying investments

INFINITAS’ ADVANTAGES

ADVANTAGE 1

ADVANTAGE 2

ADVANTAGE 3

ADVANTAGE 4

V.S.

CONTACT

ADDRESS

Important Infomation