Significant Investor Visa For Australia

This significant investor visa is for applicants who are willing to invest at least AUD 5 million in a complying significant investment in Australia for at least 4 years. No age limit, points test or English requirement applies. Residence requirements are also reduced. We’re experts in this visa type and willing to answer your questions directly over the phone or you can arrange a consultation with one of our migration agents.

In order to meet the requirement you must;

Investment Visa Requirements for Applicants

At the time that you are invited to apply for this visa:

• you must be nominated by an Australian State or Territory government agency, or by Austrade
• you (or you and your spouse/de facto partner, if applicable) must have legally acquired net personal, business and/or investment assets totalling at least AUD 5 million, which can be used to make your complying investment in Australia
• you (or you and your spouse/de facto partner, if applicable) must not have been involved in unacceptable business or investment activities

Complying Financial Investment

You must invest at least AUD 5 million into a complying significant investment in Australia. The investment must be made:

• directly in your name (or in the names of you and your spouse or de facto partner together) OR
• through a company in which you (and your spouse/de facto partner, if applicable) own the total amount of issued shares OR
• through a valid trust for which you are the trustee (or you and your spouse/de facto partner together are the trustees), and you are the beneficiary (or you and your spouse/de facto partner together are the beneficiaries)

Your complying significant investment must include:

• at least AUD 500,000 (10% of your total investment) invested in venture capital funds or growth private equity funds that invest in start-ups and small private companies AND
• at least AUD 1.5 million (30% of your total investment) invested in eligible managed funds or Listed Investment Companies (LICs) that invest in emerging companies listed on the Australian Securities Exchange (ASX) AND
• a ‘balancing investment’ of up to AUD 3 million (remainder of your investment) invested in funds or LICs that may invest in a range of eligible assets, including:

• securities of a company, a real estate investment trust or an infrastructure trust quoted on the ASX (or another Australian securities exchange)
• bonds or notes issued by a company that is quoted on the ASX; or by a wholly-owned subsidiary thereof, if incorporated in Australia; or by a company incorporated in Australia (or a registered foreign company), if the bonds or notes are rated as investment grade by an accredited Australian financial services agency

• annuities issued by Australian-registered life companies that do not repay capital during the period of the visa
• Australian real property, (excluding direct investment in residential property, and limited to 10% indirect investment in residential real estate as part of the fund’s net assets)
• cashheld by Australian authorised deposit-taking institutions (ADIs), including certificates of deposit, bank bills and other cash-like instruments (limited to 20% of the fund’s net assets)
• derivatives (if the investment is made for risk management purposes and is not a speculative investment)

You may hold investments in each of these options, and you may also change between complying significant investments, as long as you meet the reinvestment requirements.

The significant investor visa pathway can be complex but we can make the process and simple as possible. It’s one of many options available so please contact us to arrange a consultation.