SIV Funds
The SIV program is an initiative by the Australian Government to provide a boost to the Australian economy and an opportunity for high net worth investors looking to migrate to Australia.
The purpose of the visa is to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration. Significant Investor Visa (SIV) holders are required to invest AUD 5 million into complying significant investments for a minimum of four years before being eligible to apply for a permanent visa.
The following funds satisfy the eligibility requirements and qualify as complying investments according to the SIV Complying Investment Framework, developed by Austrade. Please note that this information is only relevant to people that have submitted their SIV applications post 1 July 2015.
| SIV Complying Managed Funds | APIR code | SIV Complying Framework (post 1 July 2015) |
| Australian Shares | IOF0200AU | Balancing Investment |
| Australian Shares Wholesale | IOF0206AU | Balancing Investment |
| Better Future | WPC5600AU | Balancing Investment |
| Microcap Opportunities* | WPC3982AU | Emerging Investment |
| Microcap Resources* | WPC0911AU | Emerging Investment |
| Perennial Private Ventures Fund No.1, LP | WPC1367AU | Venture Capital |
| Shares for Income | IOF0078AU | Balancing Investment |
| Smaller Companies | IOF0214AU | Balancing Investment |
* As of 1 July 2021, the Perennial Value Microcap Opportunities Trust and the Perennial Microcap Resources Trust do not meet the NSW eligibility criteria for Emerging Companies, please refer here for more information.
Investors applying under the SIV program will need to contact us to request a signed 1413D form to declare SIV compliance as part of their application.
For more information please contact a client service representative on 1300 730 032 or perennial@unitregistry.com.au
