Tailored Compliant Investment Frameworks suitable for 188 visas

While the A$2.5m and A$5m investment visas must be invested within the following high-risk framework the A$1.5m option does NOT need to be invested in this way. Therefore making it a cheaper route with a capped cost is a worst-case scenario.

Please note that the 188c Significant Investor Visa for A$5 million will be revoked shortly. To emigrate as an investor, 188a and 188b will remain.

The $2.5m and $5m investor visas require a passive investment within a Complying Investment Framework (CIF) set out by the Australian Department of Home Affairs.

Our tailored solutions assist our clients in investing in and emigrating to Australia with complete peace of mind.

The CIF allocation of invested capital:

20% venture capital and Private Growth Equity funds (VCPE);
30% funds investing in emerging companies; and
50% in balancing investments

Compliant Investment Funds must produce independent audit reports annually to show continued compliance with the new CIF requirements.

Privately owned Australian Wealth and Asset Managers

Our Australian Wealth Managers Specialise in Real Estate, Credit and Private Equity markets for institutions and wealthy families globally.

Providing three investment strategies with a team of finance professionals managing more than A$3 bn in assets.

Three sample investment allocations:

A) Conservative

The majority of capital protected
Fixed quarterly income
Best choice for the preservation of capital
Target Return = 6.7*p.a

B) Balanced

Diversified portfolio
High income with some capital growth
Bet choice for a blend of regular income and capital growth
Target Return = 8.1*p.a

c) Growth

Focus on capital appreciation
Full upside participation
Best choice for long-term capital growth
Target Return = 9.9*p.a

*The target returns are indicative only. Past performance does not predict future returns.

The $2.5m and $5m investor visas require a passive investment within a Complying Investment Framework (CIF) set out by the Australian Department of Home Affairs.

Our tailored solutions assist our clients in investing in and emigrating to Australia with complete peace of mind.

The CIF allocation of invested capital:

20% venture capital and Private Growth Equity funds (VCPE);
30% funds investing in emerging companies; and
50% in balancing investments

Compliant Investment Funds must produce independent audit reports annually to show continued compliance with the new CIF requirements.

Privately owned Australian Wealth and Asset Managers

Our Australian Wealth Managers Specialise in Real Estate, Credit and Private Equity markets for institutions and wealthy families globally.

Providing three investment strategies with a team of finance professionals managing more than A$3 bn in assets.

'INTRODUCING THE 188 COMPLIANT UNIVERSAL ACCOUNT'

A complying investment solution for every client. As required under the 188B/C Visas Complaint Investment Framework.

The investment fund must be allocated as shown in the diagrams below, with 20% going to Venture Capital, 30% into emerging Australian companies and the remaining 50% into balanced investments such as bonds and commercial property.

THE ACCOUNT STRUCTURE

Market leading solutions for Australia’s 188B/C Visa

'Delivering tailored solutions'

We work hard to match our client’s individual investment requirements as closely as possible within the confines of the 188B/C visa-compliant investment framework. Fund Managers aim to provide a diverse range of investment options to suit all types of investors.

A Proven Investment Philosophy

We provide access to consistent, robust, repeatable investment outcomes for our emigration clients. We assist in limiting downside risk by requiring diversified, quality portfolio construction from our Wealth Managers.

It is worth noting State Governments may require a commitment that investments are within their local economy before offering an invitation to emigrate.

Tax Planning

For those seeking the most effective tax solutions, we provide access to specialist taxation advisors to assist with your Compliant Investment Framework and your transition to Australia both now and in the future to preserve and grow your wealth.

Peace of mind

We offer compliance protection and oversight expected and required by Australia and our clients. Additionally, pre and post-trade checks ensure they remain so.

Independent legal review

All investment products must undergo an independent legal review to comply with the 188b/c visa rules. A fully legal opinion will then be produced.

Independent Trustee

We use one of Australia’s oldest and largest Equity Trustees to monitor your 188c visa funds independently.

Previous emigration success

We maintain a 100% success rate in securing Permanent Residency for our investors.

Multi-point Compliance

Our multi-disciplined team of experts work closely to ensure your case and investments remain compliant throughout your investment period.
The investment potential and compliance with the 188 rules are assessed on initial instruction.
The Fund Manager presents the investment universe for each Fund before investing. This is reviewed and approved by the investment committee.
Final approval is required before the Fund Manager makes a trade
The Investment Committee checks all funds and compliance with the 188 rules. This is recorded in the minutes of the meeting.
Equity Trustees, as the Independent Trustee and Responsible Entity, are legally bound to review the Fund’s compliance.

The importance of Independent Trustees

The Trustees have a fiduciary duty to act in the best interests of the Fund’s beneficiaries at all times. The Responsible Entity is responsible for the Fund’s operation with specific responsibilities imposed under the Australian Corporations Act. These include acting honestly and in the best interest of the investors and treating members equally and fairly while exercising care and diligence.

Managed Solutions

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.

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An Alternative

The mandatory structure of CIFs means that 50% of the invested funds are at risk via the Venture capital fund and emerging companies. Therefore, we have developed an alternative solution in partnership with the market for those clients who prefer a no-risk, fixed-income solution.

Our $1.5m Australian Investor visa option enables investors to secure their 188 visas without investing A$2.5m or A$5m and removes the risk that the Compliant Investment Fund requires.

The limited exposure to risk and the ability to forecast the total cost of emigration make this an attractive alternative.

How the investments are allocted

Where the funds are allocated

Let’s look more closely at each portion of the allocated 188 visa compliant investment fund

Venture Capital

20%

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Emerging Companies

30%

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Balancing Investments

50%

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Business & Investment Visas

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Flexibility & Control

Each year, the Australian federal and state governments review the 188 visa programme to ensure it delivers the best possible outcomes for Australia. Where deemed necessary changes are introduced without advanced notice. State governments open and close the investor visa stream within their respective jurisdictions as deem necessary to meet the local economic objectives.

That said, once an investor secures an invitation to emigrate (State Nomination), any future changes to the emigration policy will not affect their case.