Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia

Stacey Martin, Dip FP CFP, GAICD

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

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

AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION

AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION

SIGNIFICANT INVESTOR VISA – RESULTS TO DATE

Source: DIBP as at 30/6/2015

Expressions of interest submitted3,249

Invitations issued from state nomination2,957

Primary applications lodged2,573

Primary visas granted 885

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:

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

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 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 Fund start-up and

early expansion businessesInformation, 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 investmentsInvestments 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

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%

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 SHARESSMA blended portfolios with small companies plus corporate bonds, or property funds, or diversifiedBespoke portfolios with a range of compliant solutions from the Australian marketplace

VENTURE CAPITAL LIMITED PARTNERSHIPSRegistered 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 2Growth 70% / Def 30%Balancing - diversified  

BLEND 3Growth 100% / Def 0%Balancing - property securities

BALANCING INVESTMENTS AND EMERGING SHARES

BLEND 1 Growth 40% / Def 60%Balancing - corporate bonds

BLEND 2Growth 70% / Def 30%Balancing - diversified  

BLEND 3Growth 100% / Def 0%Balancing - property securities

PIVPREMIUM INVESTOR VISA

PIVPREMIUM 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

PIVPREMIUM 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

PIVPREMIUM INVESTOR VISA

Migration agent/lawyer

NAB migrant banking

NAB private banker

NAB private wealth advisor

NAB business, agri, property

Accountant & tax advisors

Investment managers

SIVAPPLICANT & SPOUSE

WHAT SERVICES DO SIV APPLICANTS NEED?

FOR MORE INFORMATION ABOUT PARTNERING WITH NAB

Victoria Xia Ph: 0467 807 339Email: victoria.xia@nab.com.auWeChat: iamvickyxia

Stacey Martin Ph: 0413 12 7677Email: stacey.martin@nab.com.auWeChat: staceym97

NAB MIGRANT BANKING

NAB WEALTH ADVISORY

National Australia Bank significant investor visa concierge team

WEBSITESearch “NAB SIV” for overview and team details

SIV PROFESSIONAL SERVICES BOOKLET

SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIAContributing 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

Produced by:

SIV PROFESSIONAL SERVICES BOOKLET

SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIAContributing 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

Produced by:

Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia

Stacey Martin, Dip FP CFP, GAICD