SIGNIFICANT INVESTOR VISA UPDATE

This information is only relevant to Significant Investor Visa investors who have submitted their Visa applications post 1 July 2015.

WHAT IS THE SIGNIFICANT INVESTOR VISA?

The Australian Government's Significant Investor Visa (SIV) scheme offers an opportunity for high net worth migrant investors to apply for permanent residence. The visa conditions require a minimum investment of AU$5m for four years split acros a mandated set of SIV complying investments. 

Investors applying under this Visa will need to prove that the funds in which they are investing are compliant. Equity Trustees has completed the Declaration Form 1413D for applicants applying under the Visa which provides requisite proof of a fund’s complying status. 

The following Equity Trustees and EQT SGH Funds satisfy the eligibility requirements and qualify as complying investments: 


Investment Manager SIV Complying Investment Fund APIR Code SIV Complying Investment
Equity Trustees EQT Australian Equity Income Fund ETL0399AU 2c. SIV: Balancing Investment Australian shares - large cap.
Equity Trustees EQT Wholesale Flagship Fund ETL0079AU 2c. SIV: Balancing Investment Australian shares - large cap.

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