How to Invest for emigration
Both the $2.5m and $5m investor visas require a passive investment to be held within a Complying Investment Framework (CIF) as set out by the Australian Department of Home Affairs.
We explore how those investment are expected to be allocated with the CIF. Tt is worth noting various states may require a commitment that investments are made within their local economy, prior to offering an invitation to emigrate.
The CIF breakdown of investments:
- 20% venture capital and Private Growth Equity funds (VCPE), up from a previous 10%;
- 30% funds investing in emerging companies; and
- 50% in balancing investments, down from a previous 60%.
Compliant Investment Funds are required to produce independent audit reports annually to show continued compliance with the new CIF requirements.
Requiring 50% of a CIF to be in a Venture Capital fund and emerging companies may offer the potential of impressive rewards. However, there is a real financial risk involved in these investments.
While all investors hope for the best. These potential hidden costs of emigrating to Australia using the CIF model must be appreciated.
Alternative Investment framework
Our $1.5m option enables an investor to purchase shares in a compliant business and invest at least $1m for a fixed return of 7% per annum. The limited exposure to risk and the ability to forecast the total cost of emigration make this an attractive option for many investors.
Our friendly team assists with your emigration case and sourcing compliant Investment Frameworks.
To discover more, complete our free assessment to receive your free guide.
Compliant Fund Requirements
The fund managers must have the following:
- An Investor Director Portfolio Services Licence
- Over AUD 100 million under management
- Manage Compliant Investment Frameworks
Our partners are also members of the Australian Investment Council, which currently has over AUD 34 Billion under management. Have assisted our clients with their investment requirements for many years and provide tailored investment solutions to match your requirements.
Returns on Investment
As specialists in Emigration-by-Investment solutions, our trusted investment partners have worked with Sterling Migration for many years, providing secure investment opportunities that are both emigration compliant while offering attractive returns on investment.
For each Business, Investment and Innovation visa stream, there are qualifying criteria. Due to the often complex nature of these cases, each one is approved based on its own unique merits. Therefore, it is important to explore all possibilities before selecting the most appropriate visa to meet your short and longer-term objectives.
Complete our assessment form for your free guide. Our team will be happy to discuss your options and answer any further questions.
Business & Investment Visas
The present document is intended for guidance and general information only and does not constitute or purport to provide you with legal advice. Such information is subject to changes without notice. Each case is unique and depends on the facts and circumstances of the individual and due consideration should be taken if applying the general information to your personal situation. For an evaluation of your personal circumstances, one of our team would be happy to assist.