Post on 10-Feb-2017
Principal, VisaCorpFounder, Migration AllianceSydney, Australia
Liana Allan
Principal, VisaCorp Founder, Migration AllianceSydney, Australia
Liana Allan
AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION
AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION
MIGRATION ALLIACE– INDUSTRY BODY
Migration Alliance partnerships include:
www.migrationalliance.com.au
THE SIGNIFICANT INVESTOR VISA MIGRATION PROGRAM
PATHWAY TO AUSTRALIAN PERMANENT RESIDENCYRelaxed age and language requirementsRequired to spend 40 days pa in Australia
INVESTMENT OF AUD 5 MILLION OVER 4 YEARS
Managed funds into Australian investments, and 10% allocated to venture capital
$ $ $ $ $
SIGNIFICANT INVESTOR VISA – RESULTS TO DATE
Source: DIBP as at February, 2016
Expressions of interest 2,573 172
Invitations issued 1,972 126Applications lodged 1,679 98Visas granted* 1,259 10*includes 380 granted after 1 July 2015
PROGRAM STATISTICS
China 88%Hong Kong 3%Balance from South Africa, Malaysia, Japan & Vietnam
APPLICANTS FROM:
Victoria 58%NSW 32%Queensland 5%Western Australia 3%South Australia 2%
APPLYING TO:
SIV 1 SIV 2
PRIVATE COMPANIES
FUNDS WITH“LOAN BACKS”
AUSTRALIAN MANAGED FUNDS Cash and term deposits, government bonds, share and property funds
COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015
STATE GOVERNMENT BONDS
“Our aim, as part of our broader competitiveness agenda, is to attract more investment into Australia that makes a material difference to supporting sustainable growth, productivity and job creation.
We are keen to attract additional investment which supports innovation and which provide new sources of growth capital.”
Andrew RobbMinister for Trade and
Investment, October 2014
NEW INVESTMENT FRAMEWORK
“Our aim, as part of our broader competitiveness agenda, is to attract more investment into Australia that makes a material difference to supporting sustainable growth, productivity and job creation.
We are keen to attract additional investment which supports innovation and which provide new sources of growth capital.”
Andrew RobbMinister for Trade and
Investment, October 2014
NEW INVESTMENT FRAMEWORK
THREE INVESTMENT COMPONENTS
SMALL/MICRO CAPITAL
BALANCING INVESTMENTS
VENTURE CAPITAL
THREE INVESTMENT COMPONENTS
SMALL/MICRO CAPITAL
BALANCING INVESTMENTS
VENTURE CAPITAL
VENTURE CAPITAL
VENTURE CAPITAL 10%
$500,000 INTO ESVCLP OR VCLP Funding for start-ups
and early expansion businesses in technology, life sciences and clean energy
Invest in Australian business worth less than $50M ($250M for VCLP)
Investment into companies over first few years, then look to sell or list.
WHY THIS SECTOR?
WHAT THEY DO?
HOW YOU INVEST?
SMALL/MICRO CAPITAL
SMALL COMPANIES 30%
$1,500,000 IN EMERGING COMPANIES
Australian listed equities with a market capitalisation of less than $500M
Minimum of 20 stocks in the portfolio, with no stock greater than 10%
SMALL/MICRO CAPITAL
SMALL COMPANIES 30%
$1,500,000 IN EMERGING COMPANIES
Australian listed equities with a market capitalisation of less than $500M
Minimum of 20 stocks in the portfolio, with no stock greater than 10%
BALANCING INVESTMENTS
BALANCING INVESTMENTS 60%
Corporate bonds
Listed company shares
Property (max 10% residential)
$
BALANCING INVESTMENTS
BALANCING INVESTMENTS 60%
Corporate bonds
Listed company shares
Property (max 10% residential)
$
CONSTRUCTING SIV COMPLIANT INVESTMENT PORTFOLIOS
BALANCING INVESTMENTS AND EMERGING SHARES$1.5 M managed funds investing in small and emerging company shares$3.0 M managed funds investing in corporate bonds, property and/or shares
VENTURE CAPITAL LIMITED PARTNERSHIPS$0.5 M into registered funds on AusIndustry website Can invest in bank account for up to 12 months while identifying fund options
PIVPREMIUM INVESTOR VISA
PIVPREMIUM INVESTOR VISA
FOR RESIDENCY AFTER 12 MONTHS$15,000,000
Entrepreneurs invited by Austrade:
- Philanthropic donations to medicine, health and agriculture
PIVPREMIUM INVESTOR VISA
- SIV complying investments and direct investment including businesses
Migration Agent
Tax agent & accounting
advice
Wealth Advisor
Banking
Managed fund portfolioSIV
APPLICANT & SPOUSE
WHAT SERVICES DO SIV APPLICANTS NEED?
Business & property
advice
WORKING TOGETHER FOR SIV APPLICANTS
Liana Allan, VisaCorp Registered AgentPh: +61 (0) 405 188 262Email: liana@visacorp.com.au
Stacey Martin, NAB SIV Wealth AdvisorPh: +61 (0) 413 127 677Email: stacey.martin@nab.com.auWeChat: staceym97
MIGRATION INVESTMENTS
www.expatadvisorscommunity.com.auwww.migrationalliance.com.au
SIV PROFESSIONAL SERVICES BOOKLET
SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIABy Stacey Martin, Founder of Expat Advisors Community with contributing authors including Migration Alliance, Pitcher Partners, Shine Wing, Mills Oakley, Berlitz, Ni Hao Global, Succession Plus and various NAB subject matter experts.
Download from: www.expatadvisorscommunity.com.au
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