SIV (188C) and IV (188B) solutions
As one of Australia's largest Significant Investor Visa (SIV, 188C) and Investor Visa (IV, 188B) fund managers, MA Financial Group helped pioneer the program, working closely with Australian federal and state governments.
Forming part of our Asset Management division, our specialist SIV client team spans Sydney, Melbourne, Shanghai and Hong Kong, offering a range of investment solutions to high-net-worth investors.
Immigration Agent
Expression Of interest (EOI)
Apply online via Skill Select
State Nomination
Nomination is required from an Australian state or territory, or Austrade (SIV only)
Visa application submitted to Australia Department of Home Affairs (DHA)
- Application form
- Medical checks
- Background police check
- Source of funds (SOF) check.
MA Financial Group
Invitation to make complying Investment
Investor transfer of specified funds to fund manager
PR / 888 Visa
- Maintain complying investment
- Spend required number of days in in Australia over 5 years
- Investors may apply for permanent residency after 3 years if they have fulfilled the residency requirement at this time
- Meet nominating state’s requirements.
SIV & IV complying funds
188C BEFORE 1 JULY 2021
Venture Capital and Private Equity (VCPE)
Mandatory 10%
Mandatory minimum investment of at least 10% ($500,000) into a venture capital or private equity fund. MA Financial Group offers an unconditionally registered Australian domiciled Venture Capital And Private Equity (VCPE) that’s been designed specifically for SIV and IV investors. The VCLP targets Australian-based private companies (unlisted) across a range of industries, including agriculture, technology, food, health, education and tourism.
Emerging Companies/Small Caps Fund
Mandatory 30%
Mandatory minimum investment of at least 30% ($1.5 million) in a managed fund that invests in Australian Emerging Companies (“Small Caps”). Investments must focus on ASX-listed companies that have a market capitalisation of less than $500 million, however a maximum of 20% can be invested in Australian unlisted companies.
Balancing Investment 60%
The Balancing Investment allows a maximum of 60% ($3.0 million) to be invested in managed funds investing in commercial property, corporate bonds or listed equities. MA Financial Group offers a range of investment options across all asset classes.
188C POST 1 JULY 2021
Venture Capital and Private Equity (VCPE)
Mandatory 20%
Mandatory minimum investment of at least 20% ($1.0 million) into a venture capital or private equity fund. MA Financial Group offers an unconditionally registered Australian domiciled Venture Capital And Private Equity (VCPE) that’s been designed specifically for SIV and IV investors. The VCLP targets Australian -based private companies (unlisted) across a range of industries, including agriculture, technology, food, health, education and tourism.
Emerging Companies/Small Caps Fund
Mandatory 30%
Mandatory minimum investment of at least 30% ($1.5 million) in a managed fund that invests in Australian Emerging Companies (“Small Caps”). Investments must focus on ASX-listed companies that have a market capitalisation of less than $500 million, however a maximum of 20% can be invested in Australian unlisted companies.
Balancing Investment 50%
The Balancing Investment allows a maximum of 50% ($2.5 million) to be invested in managed funds investing in commercial property, corporate bonds or listed equities. MA Financial Group offers a range of investment options across all asset classes.
188B POST 1 JULY 2021
Venture Capital and Private Equity (VCPE)
Mandatory 20%
Mandatory minimum investment of at least 20% ($500,000) into a venture capital or private equity fund. MA Financial Group offers an unconditionally registered Australian domiciled Venture Capital And Private Equity (VCPE) that’s been designed specifically for SIV and IV investors. The VCLP targets Australian-based private companies (unlisted) across a range of industries, including agriculture, technology, food, health, education and tourism.
No property and development or land ownership, finance, insurance, construction or passive investments.
Emerging Companies/Small Caps Fund
Mandatory 30%
Mandatory minimum investment of at least 30% ($0.75 million) in a managed fund that invests in Australian Emerging Companies (“Small Caps”). Investments must focus on ASX-listed companies that have a market capitalisation of less than $500 million, however a maximum of 20% can be invested in Australian unlisted companies.
Balancing Investment 50%
The Balancing Investment allows a maximum of 50% ($1.25 million) to be invested in managed funds investing in commercial property, corporate bonds or listed equities. MA Financial Group offers a range of investment options across all asset classes.
Restriction on cash (Max. 20%) and residential real estate.
