Emigrating to Australia by Investment

At Sterling Migration, we provide impeccable Emigration-by-Investment opportunities for our clients via a simple, protected investment.

To ensure we deliver the most suitable, Residency-by-Investment solutions to match our clients requirements we arrange variable investment options.

Working with many of Australia’s leading investment firms, business brokers, and business incubators across Australia, we provide a fully managed, comprehensive range of Emigration-by-Investment services.

After the Permanent Residency has been secured, all invested capital is returned in full at the end of the required investment period.

The new visa quota is now available.

State Governments shall continue to allocate them on a first-come, first-serve basis.

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Investing in Australia

When we have worked hard for our money, it is crucial to protect it and ensure it thrives in a stable and secure environment. Australia offers astute investors a safe haven with the potential for impressive returns. Having avoided recession for over two decades, Australia presents an exceptional opportunity for investors.

Strategic Location and Robust Market

Australia’s strategic position, flanked by the dynamic Asian markets and the influential USA, places it at the heart of global trade. The country boasts well-established markets and a familiar legal system, easing the transition for international investors.

Emigration by Investment Scheme

Our Residency-by-Investment opportunity has emerged as the preferred pathway for many.  The route offers an excellent opportunity to secure Permanent Residency through a simple, secure investment that provides a fixed return.

Key Benefits of the Investor Visa

  • Pathway For Permanent Residency: Includes your spouse and children.
  • Investment returned in full
  • No Minimum Skills or Education Level Required: Simple and straightforward.
  • Favourable Tax Environment: Including zero-rated inheritance tax
  • AAA Rated Economy: Stability and growth.
  • Business-Friendly Environment: Supportive for investors.
  • Tax-Efficient Investment Laws: Maximize your returns.
  • Dual Citizenship Permitted: Enjoy the best of both worlds.
  • Fixed Rate Return: Secure and predictable income.
  • Priority Processing Times: Fast and efficient.
  • Security and Peace of Mind: 100% success rate.

Frequently Asked
Questions

Yes, your fund manager will provide the investment details and the assurance surrounding your investment and returns.

Yes, dependent children up to the age of 23 may be included in your application.

Yes, however, this cannot be included as part of your investment.

No, individuals holding a passport from Ireland, the United Kingdom, New Zealand, Canada, or the United States automatically qualify as proficient in English.

Specific skills or qualifications are not required.

The application process can be completed in as little as 3-4 months. Most clients emigrate within 12-24 months.

Places are allocated on a first-come, first-served basis until the quotas are reached.

We always work with our clients to accommodate their plans.

Yes, our team of business advisors, brokers, and investment fund managers can provide access to local knowledge and financing if necessary.

They also assist in preparing business plans specifically designed to demonstrate compliance with immigration policies.

Yes, you may collaborate with other companies.

Our team will guide you through the process and assist in establishing valuable relationships with local employers.

The investment of AUD 1.5m is returned in full within the four-year investment period.

Australian Permanent Residency will be secured.

Australian Investment Planning

There isn’t a one-size-fits-all solution when structuring investments for emigration to Australia. Every client’s circumstances are unique, and these differences must be considered when developing a structure tailored to their case.

Key Considerations for Investment Structuring

Tax Efficiency

While taxation should not be the sole motivator for structuring your investments, failing to consider tax implications can be costly. A tax-efficient structure ensures that your overall tax position is optimised.

Succession and Exit Strategy

Considering future succession is important when structuring your investments. Questions about who will inherit and manage your assets need to be addressed.

A common approach is using a testamentary trust created upon your death through your Will. This allows you to designate who will control the trust after your passing, potentially providing certain tax benefits. Additionally, if you have a clear exit strategy, ensure your current structure accommodates this eventuality.

Costs and Complexity

Complex structures can lead to higher establishment and maintenance costs, as well as technical complexities. Therefore, we advocate for simplicity and security when investing for emigration purposes.

Building Blocks of Investment Structures in Australia

The most common building blocks for structuring include individuals, companies, trusts, partnerships, and, increasingly, self-managed superannuation funds (SMSFs). A well-designed structure typically combines one or more elements to suit your specific situation.

Initially, until a client has secured their visa and relocated to Australia, we recommend keeping all investments to a minimum.

Direct Foreign Investment in Australia

Australia remains a prime destination for foreign investment, with a total stock exceeding $4 trillion. The majority of foreign direct investment (FDI) comes from the US, Japan, and the UK, though investment from Asian markets is growing. This influx of investment is critical to Australia’s ongoing economic success and growth.

Benefits of Investing in Australia

Foreign investment plays a crucial role in Australia’s economy by creating and retaining jobs, developing new industries and infrastructure, introducing new technologies and skills, encouraging innovation and competition, raising productivity, and strengthening trade and economic linkages with global markets.

Sectors Benefiting from Foreign Investment

While mining continues to account for the bulk of Australia’s stock of FDI, new investment in service sectors is growing. This shift reflects the increasing importance of service sectors like wealth management, healthcare, education, tourism, and professional services to Asia’s growing middle classes. In 2023, mining and quarrying accounted for 39 percent of Australia’s stock of FDI, while around one-third was in the service sector, which is growing at twice the rate of the non-service sector.

Globally Competitive Industries

Australia is a global competitor in several key growth industries, providing the world with high-quality food, natural resources, education, tourism, and financial services.

Agribusiness

Australia is the 12th largest global exporter of agricultural products, with FDI stock in agriculture, forestry, and fishing worth $2.2 billion.

Resources and Energy

As the second-largest global exporter of LNG, Australia’s FDI stock in this sector is substantial.

Tourism

Australia ranks as the 11th largest market for international tourism receipts, with FDI stock in accommodation and food services worth $7.2 billion.

International Education

Australia is the third-largest market globally for foreign tertiary students, accounting for 6 percent of the world’s total.

Financial Services

With the sixth-largest pool of investment fund assets globally, Australia’s FDI stock in financial and insurance activities is worth $66.9 billion.

Conclusion

Australia offers a favourable environment for investors with its stable economy, robust legal and regulatory frameworks, and strategic location. By structuring your investments thoughtfully and leveraging the benefits of foreign direct investment, you can secure Permanent Residency while contributing to and benefiting from Australia’s dynamic economy.

Taking Your Next Step With Us

To begin your journey to a prosperous future in Australia. Complete our assessment form to receive our complementary guide and to arrange a chat with one of our friendly Emigration-by-Investment experts.

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