Significant Investor Visa

The Significant Investor Visa (SIV or subclass 188 visa) is an initiative by the Australian Government. It is designed to attract overseas investment into the Australian economy whilst providing an opportunity for people to migrate to Australia.

 

Under the SIV, investors must invest $5 million (Australian Dollars) into a SIV complying investment for a minimum of four years, before being eligible to apply for permanent residency. For detailed information on what is a complying investment, please refer to the Complying Investment Framework.

Investors applying under this visa will need to prove that the funds they are investing in are compliant. We have completed the required Declaration Form 1413 for complying funds offered by us. For a copy of the form or to find out more, please contact: 

Michael Kolikias
National Sales Manager
T: 0409 150 012
E: mkolikias@fidante.com.au

Investor Services Team
For any other questions including information on the Funds or how to apply to please contact our Investor Services Team on 13 51 53.

SIV Compliant Funds

NovaPort Microcap Fund 

Strategy

As an active investor, NovaPort’s approach to managing the Microcap Fund is based on paying a reasonable price for companies with an improving profit growth profile, or are materially undervalued on other factors, while paying particular attention to the underlying quality of company earnings and management in order to minimise downside risk. The Fund’s investment universe is a diversified portfolio of shares in primarily listed Australian companies with a market capitalisation of generally less than A$300 million at the time they are first acquired. The Fund complies with the Significant Investor Visa Complying Investment Framework that commenced on 1 July 2015.

Suits Investors Seeking:

  • Capital growth and additional sharemarket diversification
  • To invest for at least seven years
  • High levels of return, and are comfortable with high volatility

Benchmark

S&P/ASX Small Ordinaries Accumulation Index

SG Hiscock Property Fund 

Strategy

An actively managed portfolio that provides diversified exposure to Australian property and infrastructure assets by primarily investing in Australian real estate investment trusts (AREITs). The Fund complies with the Significant Investor Visa Complying Investment Framework that commenced on 1 July 2015.

The Fund aims to provide exposure to primarily listed property trusts for some income and capital growth potential over the long term. For more information on SG Hiscock and the SG Hiscock Property Fund, click here.

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