SIGNIFICANT INVESTOR VISA

The Australian Governments Significant Investor Visa (SIV) is a stream within the Australian Government’s Business Innovation and Investment (Provisional) (Subclass 188) visa and the Business Innovation and Investment (Permanent) (Subclass 888) visa which enables a high net worth individual the ability to migrate to Australia and secure permanent residency. Provisional SIV holders are required to invest $5 million (AUD) into complying significant investments for a minimum of four years before being eligible to apply for a permanent visa.

Please see the Department of Home Affairs website for further information (https://immi.homeaffairs.gov.au/visas/getting-a-visa/visa-listing/business-innovation-and-investment-188).

The SIV complying investment rules were changed in 2015 by the Australian Government and from 1 July 2015, SIV applicants are required to invest at least $5 million (AUD) in complying investments, which must include:

  • Up to $3 million in one or more balancing investment such as managed funds that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10% limit on residential real estate);
  • At least $1.5 million invested in an Australian emerging companies fund; and
  • At least $0.5 million in Australian venture capital or growth private equity fund(s).

Under the SIV rules the APN AREIT Fund qualifies as a complying balancing investment. For further information or a copy of the 1413D Declaration Form please call our Investor Services Team on 1800 996 456 or at apnpg@apngroup.com.au or contact your registered migration agent.

Disclaimer

This summary has been prepared by APN Funds Management Limited (APNFM) (ACN 080 674 479, AFSL No. 237500) for general information purposes only and whilst every care has been taken in relation to its accuracy, no warranty is given or implied as to the fairness, accuracy or completeness or correctness of the information. APNFM is a wholly owned subsidiary of APN Property Group Limited ACN 109 845 068. APNFM is the responsible entity and issuer of the APN Property Group products. The information provided in this material does not constitute financial product advice or migration law advice and does not purport to contain all relevant information necessary for making an investment decision. It is provided on the basis that the recipient will be responsible for making their own assessment of financial needs and will seek further independent advice about the investments as is considered appropriate. Past performance is not necessarily an indication of future performance. Returns shown are for retail investors, net of fees and costs and are annualised for periods greater than one year. Returns and values may rise and fall from one period to another. Investors’ tax rates are not taken into account when calculating returns. General risks apply to an investment in APNFM’s funds and must be considered before making an investment. In deciding whether to invest or continue to hold an investment in a particular fund, a person should obtain a copy of the relevant Product Disclosure Statement (PDS) for the fund and consider its content. APNFM recommends that a person obtain financial, migration, legal and taxation advice before making any financial investment decision. To find out whether the APN AREIT Fund (Fund) is a suitable investment for your migration application, please speak to a registered migration agent.  APN does not represent that investment in the Fund will lead to the grant of a provision or permanent SIV as other conditions apply. Allotments or issues of securities will be made only on receipt of an application form attached to a copy of the relevant PDS. A copy of the PDS is available from APN Funds Management Limited, Level 30, 101 Collins Street, Melbourne, Victoria 3000 or by visiting www.apngroup.com.au.

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