What are the Significant and Premium Investor visas?

The Australia SIV, Significant Investor visa is a stream within the Business Innovation and Investment (Provisional) (Subclass 188) visa and the Business Innovation and Investment (Permanent) (Subclass 888) visa.

The purpose of the visa is to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration. Significant Investor Visa (SIV) holders are required to invest AUD5million into complying investments for a minimum of four years before being eligible to apply for a permanent visa.

The government intends that the Premium Investor visa (PIV) will be created as a new stream within the Business Innovation and Investment (Provisional) (Subclass 188) visa and the Business Innovation and Investment (Permanent) (Subclass 888) visa on 1 July 2015.

The purpose of the Premium Investor visa is to attract high net worth individuals to contribute their entrepreneurial skill or talent to Australia. The Premium Investor visa will be require applicants to invest AUD15million into complying investments for a minimum of twelve months before being eligible to apply for a permanent visa.

(Source: https://www.immi.gov.au/faqs/Pages/What-is-the-significant-investor-visa.aspx)

Kirribilli Funds Management has designed the Kirribilli SIV Perfect Investment Portfolio to meet the requirements of investor migrants under the new Significant Investor Visa commencing from 1 July 2015.


新获许投资框架2015年7月1日

澳大利亚已经向愿意和分享国家未来的企业家和成功投资者打开了移民通道。

2014年10月到2015年3月,凯瑞比利基金管理公司和其他利益相关者参与了由贸易和投资部部长Andrew Robb发起,移民和边境保护部以及澳大利亚贸易委员会主持的政府层面商讨。利益相关者参与此项商讨目的是为重大投资者签证设计新的获许投资框架。凯瑞比利基金管理公司很荣幸参与了这次商讨会,且看到我们的几个建议被采纳了。

首先,移民签证投资有了一些变化,这有点混淆和理解困难。只有恰当的解释后,你才会明白新投资框架以及你怎么样从中获益。

作为具有澳大利亚金融服务许可证的基金管理者,凯瑞比利基金管理公司为重大投资者签证设计了一个完美投资组合。在写这封信的时候,凯瑞比利基金管理公司是唯一一个针对自2015年7月1日开始的新获许投资框架提供投资移民者完整投资解决方案的持牌基金管理公司,

在设计凯瑞比利基金重大投资者签证完美投资组合时,我们的目标是提供投资移民者高质量的金融产品,高回报,公平,容易理解,完美符合澳大利亚政府以及涉及的各政府部门和机构的各项要求。

投资于澳大利亚令人感到激动。我们已经做好准备,在你旅行的一开始就帮助你正确是实现财富增长。


New Significant Investor Visa (SIV) from 1 July 2015

According to Kirribilli Funds Management, the new Significant Investor Visa is good for investor migrants as well as being good for Australia.

“The Australian government’s new complying investment framework is a measured and appropriate policy response that will enable Australian entrepreneurs and emerging companies to benefit while providing investor migrants with a diversified exposure to the Lucky Country’s economy,” said the Managing Director of Kirribilli Funds Management.

NEW SIV QUOTE


重大投资者签证 (SIV) 子类188类基金

关于我们

Kirribilli基金管理主要从事高端精致的基金理财服务,且经澳大利亚证券和投资委员会许可并受其监督,公司的总部位于墨尔本。Kirribilli 基金管理是由一些了解一手资产管理业务的成功企业家、投资者、基金管理专家和法律专家创建。

我们的使命

我们的使命是在保证投资者原始资本不亏损的情况下,达到投资者的投资目标并给予适当的、风险调整后的收益。

重大投资者签证(SIV) 子类188类基金

Kirribilli基金管理成立了一项重大投资者签证基金项目,可以帮助我们的客户设计一个高质量的投资方案。Kirribilli SIV收益基金是一项服从管理的投资项目,并对获得SIV188子类签证的投资者开放。Kirribilli SIV澳大利亚收益基金适合投资者向澳大利亚任何州和领地移民。

基金投资

我们SIV基金投资了澳大利亚300家大型的上市证券交易公司和澳大利亚政府债券。我们的其它相关基金的投资是由先锋集团管理。先锋集团总部设立于美国,是世界最大、最受尊敬的共同基金公司。

低投资,高回报

与其它许多基金相比,我们SIV基金收取更低的入门费和年度管理费。根据由先锋集团管理的相关基金的历史业绩,投资者们有望得到更多的投资收益。

联系我们

我们已经成立了一个专业的针对中国客户的服务管理团队,可以与您用母语沟通投资项目。您可以发送邮件至client.services@kfunds.com.au 并附上您的电话号码。我们的客服高管会在24小时里回复您。

 


Significant Investor Visa

Kirribilli Funds Management’s Significant Investor Visa complying investment has been designed especially for investor migrants who wish to come to Australia.

Significant Investor Visa

The Significant Investor Visa was introduced by the Australian Federal Government on 24 November 2012 as a pathway for high net worth individuals wishing to migrate to Australia. Successful applicants are required to invest A$5 million into complying investments and are immediately granted a Subclass 188 provisional visa. After holding their investments for a minimum of four years and satisfying the residency requirements they become eligible for a Subclass 888 permanent residence visa. 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.

Kirribilli SIV Australian Income Fund

Kirribilli Funds Management has structured a Significant Investor Visa compliant fund to provide its clients with access to a high quality investment solution.

The Kirribilli SIV Australian Income Fund is a complying managed investment scheme and is open only to wholesale investors who have been granted approval in respect of a Significant Investor Visa. The investment is a fund of funds, with the underlying funds managed by Vanguard Investments Australia, a member of the Vanguard Group. Vanguard Group is one of the most successful investment management companies globally with an estimated US$3 trillion under management.

The Fund will provide investors with access to Australian equity markets via an index of the top 300 listed companies in Australia (S&P/ASX 300), combined with exposure to high quality Australian Government bonds. It is anticipated that the Fund will provide regular income distributions to investors. The Fund is an open-ended fund and investors are encouraged to hold the investment for a term of 4 years to match the investment holding period required for the Significant Investor Visa. The minimum investment amount is A$500,000.

Advantages of investing in the Kirribilli SIV Australian Income Fund

  • The investment will be strongly linked to the performance of the benchmark Australian equity market ASX 200 index
  • The investment provides a simple and effective way for investors to access a diversified portfolio of equities and fixed- interest or cash deposit opportunities
  • The investment is designed to pay regular income distributions
  • The investment does not require active management by the investor
  • The investment is capable of being redeemed at any time, however investors are encouraged to hold the investment for the full 4 year term

This document has been prepared for general informational purposes and provides a broad outline only.

Eligible investors should refer to the Information Memorandum  for further details.


Significant Investor Visa (SIV) Complying Investment

What is a complying investment for the purposes of a Significant Investor Subclass 188 visa?

Complying investments for the Significant Investor visa include Commonwealth, State or Territory government bonds, Australian Securities and Investment Commission (ASIC) regulated managed funds with a mandate for investing in Australia; and direct investment into Australian proprietary companies.

Of these options it is clear that the preferred investments are ASIC regulated managed funds with a mandate for investing in Australia such as the Kirribilli SIV Australian Income Fund.

In the current environment, managed funds offer more investment choices and higher potential returns as compared with low-yielding government bonds while direct investment into proprietary companies is time consuming, requires a high level of skill and needs ongoing supervision.

Conversely, investment in an Australian regulated managed fund gives investors the confidence and peace of mind in knowing that mechanisms such as audit, accounting, custody, investor registry and professional investment management are in place.

The Kirribilli SIV Australian Income Fund has been structured to give investors access to the 300 largest Australian stock exchange listed companies (S&P/ASX 300 index) while maintaining some exposure to Australian Government bonds, all within one easy to understand investment portfolio.

This opinion is for general informational purposes only and does not constitute investment advice.

For more information or to discuss your specific situation please contact Client Services at Kirribilli Funds Management.