Complying Investments

Areas of Complying Investments

  • Commonwealth, State or Territory Government Bonds; and/or
  • ASIC regulated managed Funds with a mandate for investing in Australia; and/or
  • direct investment into Australian Proprietary companies.

The applicant of the Significant Investor Visa may hold investments in each of these areas of investment.  They may also change between complying investments provided they meet specific reinvestment requirements. 

Rules of Investment

In order to be nominated by a State/Territory an applicant must comply with the particular State’s/Territory’s criteria, which may require a certain amount of investment in a particular area of investment.  At this time the criteria for each State/Territory has not yet been finalised.

Applicants of the Significant Investor Visa must meet specific requirements for the investment

These include:   The investment must be made and held either

  • directly by applicant or together with their spouse or de facto partner
  • through a company where all of the issued shares are owned by the applicant or together with their spouse or de facto partner
  • through a valid trust where the trustees and beneficiaries include the applicant or applicant together with their spouse or de facto partner

" I contacted Humphrey Partners through a website enquiry seeking professional advice including a life insurance review. Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money."

Carmel White