The Leading Investor Visas For Australia

Emigrate Australia investor visas

Investor Visas For Australia

When we have worked hard for our money we want to protect it and provide it with a stable, secure environment to help it grow. Australia can offer the most shrewd investors a safe environment and great returns on any investment. OK, so there are only two guarantees in life death and taxes, that said, Australia has a booming economy, has not had a recession in 20 years and is struggling to keep up with the demand of their growing population. With the Asian economic area nearby and the USA to their left Australia is in a prime location to benefit from global trade. It also as well established markets and a system which is based on the UK model so you can quickly become familiar with the local requirements of the business.

Migration under the Australian investor visas category is for applicants who have had a successful history of business or investment activity and wish to emigrate to Australia to use these skills or wish to make a significant investment in a state-sponsored programme for four years. Australian Investment visas allow you to enter Australia and then go on to secure permanent residency after a qualifying period.

Venture Capital for migrants

We work with some of Australia's specialist venture capital firms who are willing and able to support your investor visa with funds of up to $15 million. There support often ensure your "visa investment" is minimised and protected. We have found these solutions to be an effective way of securing residence in Australia while reducing exposure to potential risk.

Providing straightforward advice and support you can trust.

The most popular Australian Investor Visa option

  • Permanent Residency in 9 months
  • PR Available for Spouse and all Dependent Children under 23 years
  • Minimum of AUD$1,0,0 to be Invested
  • 40% of Business Income and Activity can be offshore
  • No Age Limit
  • No Skills Test or Education Level
  • No Requirement to Speak English
  • Need to Show Business or Investment Success
  • Applicant needs Australian Venture Capital Fund to Invest with Applicant
  • Applicant does not need to be in Australia during Application Process
  • Applicant only needs to visit Australia twice a year for Board meeting

(Other two can be offshore) for four years.

  • Applicant after PR granted is not restricted by FIRB laws on purchase of property

(Foreign Investors restricted to purchase only NEW property without PR)

  • Applicant and Family after PR receive all Government benefits of Health Care and Education fee free
  • Applicant has four years to move to Australia,can request extension for a further four years
  • Can apply for Citizenship after four years residing in Australia.

Our Co-Investment Model for investors

  • Our venture capital partners will Co-Invest with you into businesses that suit your experience
  • Our venture capital partners offer fixed Income with a Capital Protection Plan to secure Principle Investment of AUD$1,0,000
  • We also have two other option with various levels of involvement with higher risk and potential reward for your investments
  • In four years a Financial Event will be held. IPO,Buyout,Continue,Sell
  • PEP’s ok by our venture capital partners,this may differ with Department of Immigration and Border Patrol
  • Our venture capital partners have supply chain established for Export Markets in Asia
  • Our venture capital partners hold all relevant Financial Services Licenses and Insurances
  • Our venture capital partners Invest only in trading companies with historical trading figures. No Startups.

The benefits of an Investor Visa

  • No Death,Inheritance Taxes,No Taxation on World Wide Income
  • AAA Rated Economy
  • Business Friendly Environment
  • Safe Haven – Last Recession 27 years ago
  • Almost exact Legal,Accounting,Political System as the UK
  • Tax effective Investment Laws and
  • Dual Citizenship permitted

Haskew Law and our Venture Captial partners are able to provide a complete solution to meet your investment needs. Complete our assessment form for further information.

Australian Significant Investor Visas (SIV)

The Significant Investor Visa (SIV) was introduced in 2012 by the Australian Government to enable foreign citizens with at least AU$5 million to obtain permanent residency in Australia by investing in complying Australian investments.

The SIV is a component of the Business Innovation and Investment Program (BIIP) run by the Department of Immigration and Border Protection (DIBP).

In 2015 the investment framework for SIV was amended by the Australian Government to direct investments into sectors which can contribute to the economic development of Australia.

What are investor visa requirements?

SIV requires the applicant to invest at least AU$5millionfor a minimum period of four years in the following investments:

Subject to satisfying government requirements,the visa provides work,travel and study rights to the applicant as well as their immediate family and dependent relatives.

You are required to invest at least $5 million over four years in complying investments,which must include:

  • At least $500,0 in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies. The government expects to increase this to $1 million for new applications within two years as the market responds.
  • At least $1.5 million in an eligible managed fund(s) or listed investment companies (LICs) that invest in emerging companies;and,
  • A ‘balancing investment’ of up to $3 million in the managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities,eligible corporate bonds or notes,annuities and real property (subject to the 10 percent limit on a residential real estate).

Our Venture Captial partners are able to provide a complete solution to meet your investment needs. Complete our assessment form for further information.

Premium Australian Investor Visa (PIV)

The Premium Investor Visa (PIV) is aimed at attracting a small number of highly talented and entrepreneurial individuals to Australia who can contribute those skills and talents into areas which deliver long-term economic benefit to the country. PIV applicants are required to invest at least $15 million over 12 months in complying investments,which include:

  • Australian securities exchange listed assets
  • Australian government or semi-government bonds or notes
  • Corporate bonds or notes issued by an Australian exchange-listed entity (or wholly owned subsidiary of the Australian listed entity) or investment grade rated Australian corporate bonds or notes rated by an AFS licenced debt rating agency
  • Australian proprietary limited companies
  • Real property in Australia excluding residential property
  • Deferred annuities issued by Australian registered life companies
  • State and territory government approved the philanthropic donation.

The Australian Premium Investor Visais only available at the invitation of the Australian Government,with potential applicants to be nominated by Austrade. Unsolicited expressions of interest for the PIV will not be considered.

Our Venture Captial partners are able to provide a complete solution to meet your investment needs. Complete our assessment form for further information.

Australian Investment class visas

Australian Retirement Visas

Australia business investor Visas

Australian Significant investor visas

The best Australia visas

Australian business investor visas

Your first Investor Visa will be for an initial 4 year period. This introduction to Australia leads to permanent residency if you meet the relevant criteria. If you would like to extend or change your visa there are a number of options available to you depending on your funds and future plans within Australia. Some investors simply continue investing in Australia and move onto the Investor Residence Visa. This would allow you to live and work in Australia on a permanent basis and is the most ‘natural’ progression for your visa.

In most cases,these visas are points tested and will require a CAPEX investment in the new business in Australia along with a business plan that includes hiring Australian residence. They are also limited by a maximum age limit.

If,however,you prefer to continue as a business owner rather than an investor you could apply for the State/Territory Sponsored Business Owner Visa,or the Business Owner Residence Visa. Both of these would allow you to settle in Australia permanently but have different eligibility criteria. The easiest way to find the right visa for you is to simply get in touch towards the end of your 4 year period and our consultants will look back through your file,compare your current circumstances and provide advice on how you should proceed. Typically we could expect to have your Investor Visa case processed within just a few months of application. However,it is important to note that the processing times stated are controlled by the Australian immigration authorities and not by us and so are subject to change.

Our SIV Australian immigration concierge service

Here at Haskew Law,we understand the specific needs of our SIV clients. As a result,we provide a personalised concierge service for SIV clients,including our Australian banking and investments relationship managers,that’s designed to make the process of moving to Australia as straightforward as possible.

Advice that’s tailored to you

To get you started,our concierge team can help with your Australia account opening. This can be done up to 12 months ahead of your planned arrival in Australia.

At this time,they’ll also take the time to understand your needs,future requirements,and will be happy to introduce you to one of our private,personal or business relationship bankers.

You might also be interested in meeting one of our specialist wealth advisors,who will work with you to construct your SIV compliant portfolio based on your personal risk profile,investment objectives,cash flow needs,and the complying investment framework. Our highly experienced wealth advisors can provide advice on an extensive range of investment solutions.

Deepening your SIV portfolio

While many people who have moved to Australia under this scheme initially sought the security of government bonds,there has been a shift towards a broader more diversified investment portfolio mix,as applicants have become more familiar with the Australian market.

However you choose to create your SIV and broader investment portfolio,it’s important to ensure you’re getting the right advice to make sure you remain compliant with your visa obligations,as periodically,Australian Government may change the mandated investment conditions.

With the help of our wealth advisors,you can be sure you’ll be well informed if you decide to diversify your investments.

Australia Investment Planning

When it comes to structuring,whether it’s for property investment,property development,a business,or any other activity,there’s no one-size-fits-all solution. This is because everyone’s individual circumstances are different and we need to take into account those differences in coming up with a structure that is fit-for-purpose for the specific situation at hand.

The key issues we normally consider when putting a structure together for our clients include the following:

Asset protection for migrants

Whether we like it or not,life is full of potential liabilities and Australia is no different to any first world country. The more dealings you have with other parties,the higher the probability you might run into legal disputes with others,which might,in turn,expose your hard-earned assets to risk.

Structuring investment properties need to take into account and quarantine these potential liabilities to the maximum extent possible,eg,you may consider ‘locking’ your valuable assets in an entity that is difficult for creditors or the trustee in bankruptcy to make a claim against you if you get sued.

Australian Taxation

While taxation should not be the sole or dominant motivator in any structuring exercise,the failure to take into account taxation could cost you plenty. A tax efficient structure ensures that the overall taxation position of your group is optimised. For instance,there is little point owning a negatively geared investment property in a discretionary trust that does not derive other income to take advantage of the negative gearing losses.

Likewise,if your investment property is returning net taxable income each year and you have tax losses in another entity within your group,where possible,your structure should be set up in such a way that the income can be offset against those tax losses to minimise your overall tax liability.

Multiple parties

Structuring for a single family group is a very different exercise to structuring for multiple parties that come from different family groups. Multiple families introduce more complex dynamics and some of the commercial variables,eg,taxation,may dictate how the group may be structured. For example,using a discretionary trust to hold an investment property for two unrelated families may cause potential taxation issues such as the potential inability to recoup tax losses or for the trust to distribute income to both families without incurring the Family Trust Distribution Tax.

Succession and exit strategy

As we don’t live forever,any structure you put together needs to take into account future succession in addition to present considerations. This will raise questions such as – how would you like nominated people to inherit and manage your assets?

A common structure people use is a testamentary trust,which is essentially a trust created upon your death by your will. The terms of the trust allow you to lock in who will control the trust upon your passing,which may also provide certain ancillary taxation benefits. Similarly,if you have a reasonably clear exit strategy for your property,you will need to ensure that the structure you put together now will accommodate that eventuality.

Costs and complexity

We have seen plenty of ‘Frankenstein structures’ in my time. Sometimes the structure evolves as the underlying owners change over time while more entrepreneurial people tend to make snap decisions to get a deal done and they simply bolt on extra entities to an existing structure without giving much thought to streamlining it.

While the size and complexity of a structure are virtually limitless,having a complex structure translates to the higher upfront establishment and ongoing maintenance costs. Having more ‘moving parts’ may also introduce additional technical complexities to the structure. To that end,we are strong proponents of the ‘KISS principle’ when it comes to structuring – keeping the structure relatively simple will save you both money and headaches in the long run.

Having regard to the above,tensions may sometimes exist between the different desirable features in a structure. A common example pertains to control and ownership versus asset protection – you may want to have absolute control and ownership of an asset by owning it in your own name but if you are a director of a company and are therefore exposed to the directors’ duties provisions in the Corporations Act,it may be better for you not to own the assets or at least only have partial ownership or control over the assets,just in case you get sued.

The building blocks

The most common building blocks for structuring include an individual,a company,a trust,a partnership,and increasingly more popular,a self-managed superannuation fund (SMSF). A structure is built by combining one or more of these building blocks together. Here we explore the various options in more detail.

Retirement investment options

These visas are designed to allow those too old to invest in and start a business in Australia to secure a rolling 4-year visa with a minimum investment which will be held by the state for the duration of persons stay or until they die. These visas are slightly less expensive,however,they carry many conditions which may not suit everybody.

A Video On The Australian Economic Vision

Where does Australia's Foreign Direct Investment Come From?

Australia remains a top destination for foreign investment. In 2016,the total stock of foreign investment in Australia reached $3.2 trillion,of which $796. 1 billion was a direct investment. Net new foreign direct investment into Australia (FDI inflows) in 2016 was valued at $64.8 billion,up by a significant $38.9 billion (or 150 percent) on the amount invested into Australia in 2015. This was supported by significant growth in net inflows into the mining sector (up to $18.2 billion). The majority of Australian FDI continues to come from the US ($195.0 billion),Japan ($90.1 billion) and the UK ($67.9 billion),although Asian markets (Greater China and ASEAN countries) represent growing investment sources. China represents around five percent of total FDI in Australia.

Foreign investment is critical to Australia’s ongoing economic success and growth

The total foreign investment includes direct investment (FDI),and indirect investment (portfolio investment,financial derivatives,reserve assets and other investment). Productive FDI contributes to economic prosperity through creating and retaining Australian jobs;developing new industries and infrastructure;introducing new technologies and skills;encouraging innovation and competition;raising productivity and strengthening Australia’s trade and economic linkages with global markets.

More than a third (37 percent) of Australia’s top 2,0 companies are foreign-owned. These companies account for 1.1 trillion of assets in Australia,generating revenue of $629.3 billion and employ nearly 700,0 people.

Which Sectors Benefit From Foreign Investment?

Although mining continues to account for the bulk of Australia’s stock of FDI,the flow of new investment into service sectors is growing. This reflects a shift in the importance of service sectors,such as wealth management,healthcare,education,tourism and professional services,to Asia’s growing middle classes. In 2016,mining and quarrying accounted for 39 percent of Australia’s stock of FDI (or $310.6 billion),while around one-third of FDI stock was into service sectors. The total stock of FDI in service sectors grew at more than twice the rate,combined,of nonservice sectors between 2015 and 2016 (up 14 percent compared to 6 per cent).

GLOBALLY COMPETITIVE INDUSTRIES

Australia is a global competitor in five key growth industries and has potential to drive continued growth by providing high-quality food,natural resources,education,tourism and financial services to the world.

› Agribusiness:

The 12th largest global exporter of agricultural products (US$36 billion),FDI stock in agriculture,forestry and fishing worth $2.2 billion.8

› Resources and energy:

Second largest global exporter of LNG (US$39.8 billion).

› Tourism:

The 11th largest market for international tourism receipts (US$32.5 billion),FDI stock in accommodation and food services worth $7.2 billion. 

› International education:

Third largest market globally for foreign tertiary students (6 percent of the world’s total)

› Financial services:

The sixth largest pool of investment fund assets in the world (US$1.6 trillion),FDI stock in financial and insurance activities worth $66.9 billion.

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Investor visas

Name:The return on your investment is Australia

Description:No other type of investment can provide such diverse benefits. While the principle investment will not reap significant financial returns the rewards are certainly world class. After all the best thing in life can never receive the justice they deserve when viewed on a statement of account. Description:Looking at the best immigration options for Australia within the investor visa category. While there are several visas available for investors each categories carries its own criteria,conditions and risk. While some offer permanent residency on arrival,others require a four year probationary period. Another key difference to watch out for is how long you will need to invest and exposure to risk. In our experience the best option currently requires a $1 million investment for 4 years. The principle investment is protected and the visa provides permanent residency on arrival. We work with a licences Venture Capital firm in Australia to establish and manage the fund. They co-invest a further $1 million into the fund. The costs are fixed and while there are other options that require higher levels of investment and risk we find this option is the most popular and will satisfy the immigration regulations to secure PR.

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