Specialist Wealth Advisor – Expatriates &

Significant Investor Visa, Asia Ambassador,

NAB Private Wealth, Sydney, Australia

Stacey Martin, Dip FP CFP, GAICD

This presentation has been prepared by NAB Ltd ABN 12 004 044 937 and AFSL No. 230686. Whilst NAB strives to provide accurate information,

nothing in this presentation may be taken to be a comprehensive statement of any law or practice. This presentation is not intended to provide you

with particular advice and in providing this information, we have not taken into account your particular investment objectives, financial situation and

your particular needs. You should assess whether this information is appropriate for your individual investment objectives, financial situation or your

particular needs, either by yourself or in consultation with your adviser. NAB expressly disclaims any responsibility or liability to anyone who acts or

relies upon anything in this presentation, or for any errors or omissions therein.

DISCLAIMER

Source: Datastream

AUSTRALIA IS A TOP DESTINATION FOR

IMMIGRATION

SIGNIFICANT INVESTOR VISA – RESULTS TO DATE

Source: DIBP as at 31/3/15

Expressions of interest submitted 2,287

Invitations issued from state nomination 1,972

Primary applications lodged 1,679

Primary visas granted 751

PROGRAM STATISTICS

China 89%

Hong Kong 4%

South Africa,

Malaysia & Japan 1% each

APPLICANTS FROM:

Victoria 57%

NSW 32%

QLD 5%

WA & SA 2% each

APPLYING TO:

COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015

PRIVATE COMPANIES

FUNDS WITH “LOAN BACKS”

AUSTRALIAN MANAGED FUNDS

Cash and term deposits,

government bonds

share and property funds

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 Robb Minister for Trade and

Investment, October 2014

NEW INVESTMENT FRAMEWORK

THREE INVESTMENT COMPONENTS

SMALL/MICRO CAPITAL

BALANCING INVESTMENTS

VENTURE CAPITAL

VENTURE CAPITAL

VENTURE CAPITAL 10%

$500,000 INTO ESVCLP OR VCLP Fund start-up and

early expansion businesses

Information, communications and technology, life sciences, energy including clean tech

Raise minimum of $10M within 2 years

Invest in Australian business worth less than $50M ($250M for VCLP)

Capital called over first 5 years to make investments

Investments realised over the next 5 years

WHY THIS SECTOR?

WHAT DO THEY DO?

HOW DO YOU INVEST?

List of registered funds is on the AusIndustry website

VENTURE CAPITAL

-100%

-80%

-60%

-40%

-20%

0%

20%

40%

60%

80%

100%

1 2 3 4 5 6 7 8 9 10 YEAR

DRAWDOWNS

DISTRIBUTIONS

CUMULATIVE

CASH FLOW

-THE “J CURVE” VENTURE CAPITAL

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)

$

CONSTRUCTING SIV COMPLIANT INVESTMENT PORTFOLIOS

BALANCING INVESTMENTS AND EMERGING SHARES

SMA blended portfolios with small companies plus corporate bonds, or property funds, or diversified

Bespoke portfolios with a range of compliant solutions from the Australian marketplace

VENTURE CAPITAL LIMITED PARTNERSHIPS

Registered funds listed on AusIndustry website

Facilitate introductions to funds that are currently raising capital

BALANCING INVESTMENTS AND EMERGING SHARES

BLEND 1

Growth 40% / Def 60% Balancing - corporate bonds

BLEND 2

Growth 70% / Def 30% Balancing - diversified

BLEND 3

Growth 100% / Def 0% Balancing - property securities

PIV PREMIUM

INVESTOR VISA

FOR RESIDENCY AFTER 12 MONTHS $15,000,000

Potential applicants

referred to Austrade

invitation only

Austrade assessment on

business skills or aligned

to national investment

priorities

SIV assets, plus direct

investment including

businesses

Philanthropic donations

as defined by the R&D

tax incentive legislation

in medicine, health and

agriculture

Note: accelerated time frame critical to obtain specialist tax planning advice

PIV PREMIUM

INVESTOR VISA

Migration agent/lawyer

NAB migrant banking

NAB private banker

NAB private wealth advisor

NAB business, agri, property

Accountant & tax advisors

Investment managers

SIV APPLICANT & SPOUSE

WHAT SERVICES DO SIV APPLICANTS NEED?

FOR MORE INFORMATION ABOUT PARTNERING WITH NAB

Victoria Xia

Ph: 0467 807 339

Email: victoria.xia@nab.com.au

WeChat: iamvickyxia

Stacey Martin

Ph: 0413 12 7677

Email: stacey.martin@nab.com.au

WeChat: staceym97

NAB MIGRANT BANKING

NAB WEALTH ADVISORY

National Australia Bank significant investor visa concierge team

WEBSITE

Search “NAB SIV”

for overview and

team details

SIV PROFESSIONAL SERVICES BOOKLET

SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIA

Contributing authors include Migration Alliance,

Pitcher Partners, Shine Wing, Mills Oakley, Berlitz,

Ni Hao Global, Succession Plus and various NAB

subject matter experts. Forward by David Thomas,

Think Global

Download at

www.expatadvisorscommunity.com.au

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