Significant Investor Visa

Helping investor visa applicants set up and maintain their Australian investment portfolio.

A lifestyle investment

The Investor Visa (IV) and Significant Investor Visa (SIV) serve as pathways to permanent residency for entrepreneurial individuals making substantial investments in the Australian economy. Whether you currently hold one of these visas or are in the process of obtaining one, seeking comprehensive advice and utilising an Investment Review Service will prepare you to transition to a cost-efficient, safe, and compliant investment portfolio.

Australia’s quality of life, safe environment, and robust economic factors make it an attractive destination. Consulting with an Ord Minnett adviser can provide transparent, flexible, and personalised solutions, covering various categories that qualify for the AUD$2.5 million Investor Visa and AUD$5 million Significant Investor Visa.

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Ord Minnett’s IV & SIV Investment Service & Review Service

Imagine leaving limitations behind and exploring new possibilities in Australia. With Ord Minnett, we offer a comprehensive review service, so you can review your current investments, as well as an investment service where we craft your personalised IV and SIV portfolios. These portfolios are tailored to your needs and risk profile, while ensuring compliance – no generic solutions, your success is our priority.

Our Investment Review Service meticulously analyses your existing portfolio, identifying opportunities for cost-efficient, high-quality options aligned with your goals. Our specialists are by your side throughout this transition, providing expert advice and support.

Whether you are a seasoned investor or just starting, we offer a comprehensive suite of solutions for all eligible categories, from Venture Capital Private Equity, Emerging Companies, and a diverse selection of Balancing Investments. Every step is overseen by our Investor Directed Portfolio Service, ensuring transparency and compliance.

Our commitment extends beyond investments. Our “Welcome to Australia Toolkit” connects you with trusted professionals in various fields – tax, accounting, real estate, immigration, and more – helping you settle seamlessly. We are also your partner for business ventures, offering expertise in equity raising, IPOs, and corporate structuring.

Do you have more questions? Download our visa brochures and view our Frequently Asked Questions.

Frequently Asked Questions

IV and SIV Complying Investment Framework

Achieving Australian residency through investment requires strict adherence to government regulations. We prioritise your success with a four-part compliance journey:

● Personalised IV and SIV Portfolios: We craft a tailored investment plan designed to meet your unique needs and last the lifetime of your visa requirements.

● Thorough Due Diligence: We conduct in-house checks and partner with trusted Fund Managers to ensure compliance with IV and SIV regulations.

● Rigorous Fund Analysis: Our research team meticulously analyses and approves Managed Funds for our IV & SIV Approved Product List.

● Continuous Monitoring: Regular communication with Fund Managers ensures ongoing compliance until you achieve Australian residency.

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Benefits of Ord Minnett’s IV & SIV Investment Service

With a specialised visa team backed by almost 600 professionals, clients benefit from a personalised service to pre-market opportunities and a complimentary concierge.

Almost 600 professionals across Australia and Hong Kong, overseeing more than $60 billion funds under advice.

Access to our state-of-the-art Investor Directed Portfolio Service, including 24/7 access to comprehensive online reporting.

Specialised IV & SIV Investment Team offering comprehensive wealth management expertise.

Unique access to pre-market equity and debt raising, IPOs and more.

Straightforward and competitive fee structure, with no hidden charges or performance fees.

Includes a complimentary Concierge Service, connecting you with consultants in tax, immigration, real estate, education and more.

Invest in your future and start your Australian journey with Ord Minnett today

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I met with several Significant Investor Visa firms before making a decision. From the start, Ord Minnett impressed me with their professional approach and knowledge of the SIV system. The advice and personalised service received from Brett and Luke is amazing. Their communication is great and any queries or questions I ask are answered promptly. I have no hesitation in recommending their services with complete confidence and trust.

J.B. - Belgium

I met Brett Waller and Luke Headland in April 2016 when I was considering migrating to Australia. I needed advice on a portfolio of investments I was required to acquire for visa purposes. They provided a simple, clear, and transparent solution with reputable funds, they had clearly and comprehensively completed their due diligence, and knew the funds well. They were then beneficial during the process of transferring the funds and seamlessly acquiring the investments. Luke and Brett are professional financial advisers who can be trusted and relied upon.

R. H. - South Africa, Fund Manager

Being new to Australia, we did not know the Australian market and were very worried about where to invest our $5M. The Ord Minnett team did not sell us an SIV fund but built a compliant SIV portfolio that suited our needs. Over the past few years, the portfolio has worked very well, and We are very comfortable having Ord Minnett look after our portfolio. Our SIV Relationship Manager has shown professionalism and knowledge while helping us along the way. It has been a very pleasant journey with Ord Minnett.

Liu Dong Qing - China

Brett and the Ord Minnett team deliver a truly professional Significant Investor Visa Service. They offered me great personalised investment advice, which suits me well. They always put my interests first and helped me all the way through to my application for Australian Permanent Residency. I would happily recommend them.

Paul Li - China, Chairman, Pioneer Pharma, China

When I was first choosing the $5 million investment method I was physically in China, making a choice could be described as blind. After coming to Australia and living here for one year, I met with Luke and Brett’s team. They learned my investment purpose and principles, tailored my needs, and combined them with their professional judgment for my investment portfolio. Within the scope of permission, they help me to alter my portfolio, and each year they communicate the suggested changes to make. During my investment period with the team, I have recognised their professionalism and customer-oriented attitude, and I am confident to invest with them.

Mr Wang - China

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