SIV (188C) and IV (188B) solutions

Sydney Harbour looking from the north

作為澳洲最大的重大投資者簽證 (SIV, 188C) 和投資者簽證 (IV, 188B) 基金經理之一,MA Financial Group 與澳洲聯邦和州政府密切合作開創了這計劃。我們的專業 SIV 客戶團隊遍布悉尼、墨爾本、上海和香港,為高淨值投資者提供一系列投資方案。

簽證申請流程

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及IV合規投資框架

SIV 188C (2021年7月1日前獲邀申請)
SIV 188C (2021年7月1日後獲邀申請)
IV 188B (2021年7月1日後日前獲邀申請)
SIV及IV合規投資框架

SIV 188C (2021年7月1日前獲邀申請)

10% 風險投資與私募股權基金(VCPE)

至少50萬澳元投資於符合條件的風險投資或成長型私募股權基金中(VCPE),該基金主要投資澳洲未上市私企;所投資企業價值不超過2.5億澳元。不可投資房地產開發,或與地產相關的融資、保險、建設等被動收入的行業。美馳澳洲未上市私企投資基金主要投資風險相對較小、商業模式成熟的後期及上市準備期企業。

30% 新興上市公司投資基金

至少150萬澳元投資於符合條件的新興上市企業投資基金(中小型股票),該基金主要投資在澳洲證券交易所(ASX)上市的市值低於5億澳元的新興公司;

投資必需達到至少20 家公司 , 現金比例不得超過20% 。美馳澳洲SIV上市公司投資基金注重SIV合規投資要求,專注對波動性較低的合規股票進行投資。美馳澳洲是市場領先的中小型企業股票基金經理人, 利用其投行、資管與股票調研部門間團結協作及豐富的操槃經驗進行投資。

60% 平衡投資

至少300萬澳元“平衡投資”投資於多種合規管理基金,此類基金投資於符合條件的澳洲上市證券、符合條件的公司債券或票據、年金和商業地產等資產(住宅地產的投資上限為10%)。

美馳澳洲擁有一系列合規投資基金,全面覆蓋平衡投資部分的所有資產類別。美馳澳洲SIV基金為SIV投資人量身打造,從投資人的風險和收益偏好出發,以合規投資作為最重要考慮。

SIV 188C (2021年7月1日後獲邀申請)

20% 風險投資與私募股權基金(VCPE)

至少100萬澳元投資於符合條件的風險投資或成長型私募股權基金中(VCPE),該基金主要投資澳洲未上市私企;所投資企業價值不超過2.5億澳元。不可投資房地產開發,或與地產相關的融資、保險、建設等被動收入的行業。美馳澳洲未上市私企投資基金主要投資風險相對較小、商業模式成熟的後期及上市準備期企業。

30% 新興上市公司投資基金

至少150萬澳元投資於符合條件的新興上市企業投資基金(中小型股票),該基金主要投資在澳洲證券交易所(ASX)上市的市值低於5億澳元的新興公司;投資必需達到至少20 家公司 , 現金比例不得超過20% 。

美馳澳洲SIV上市公司投資基金注重SIV合規投資要求,專注對波動性較低的合規股票進行投資。美馳澳洲是市場領先的中小型企業股票基金經理人, 利用其投行、資管與股票調研部門間團結協作及豐富的操槃經驗進行投資。

50% 平衡投資

至少250萬澳元“平衡投資”投資於多種合規管理基金,此類基金投資於符合條件的澳洲上市證券、符合條件的公司債券或票據、年金和商業地產等資產(住宅地產的投資上限為10%)。

美馳澳洲擁有一系列合規投資基金,全面覆蓋平衡投資部分的所有資產類別。美馳澳洲SIV基金為SIV投資人量身打造,從投資人的風險和收益偏好出發,以合規投資作為最重要考慮。

IV 188B (2021年7月1日後日前獲邀申請)

20% 風險投資與私募股權基金(VCPE)

至少50萬澳元投資於符合條件的風險投資或成長型私募股權基金中(VCPE),該基金主要投資澳洲未上市私企;所投資企業價值不超過2.5億澳元。不可投資房地產開發,或與地產相關的融資、保險、建設等被動收入的行業。美馳澳洲未上市私企投資基金主要投資風險相對較小、商業模式成熟的後期及上市準備期企業。

30% 新興上市公司投資基金

至少75萬澳元投資於符合條件的新興上市企業投資基金(中小型股票),該基金主要投資在澳洲證券交易所(ASX)上市的市值低於5億澳元的新興公司;

主要投資在澳洲證券交易所(ASX)上市,且市值低於5億澳元的企業。投資必需達到至少20 家公司 , 現金比例不得超過20% 。美馳澳洲SIV上市公司投資基金注重SIV合規投資要求,專注對波動性較低的合規股票進行投資。美馳澳洲是市場領先的中小型企業股票基金經理人, 利用其投行、資管與股票調研部門間團結協作及豐富的操槃經驗進行投資。

50% 平衡投資

至少125萬澳元“平衡投資”投資於多種合規管理基金,此類基金投資於符合條件的澳洲上市證券、符合條件的公司債券或票據、年金和商業地產等資產(住宅地產的投資上限為10%)。

美馳澳洲擁有一系列合規投資基金,全面覆蓋平衡投資部分的所有資產類別。美馳澳洲SIV基金為SIV投資人量身打造,從投資人的風險和收益偏好出發,以合規投資作為最重要考慮。

美馳澳洲(香港)客戶服務團隊

聯繫我們

通過向我們發送消息或在我們的辦公室之一與我們聯繫來取得聯繫。

Please fill out your name
Please fill out your last name
Please fill out a valid email address
Please fill out your phone number
Please fill out your enquiry
By submitting this form you consent to be contacted by representatives of MA Financial Group and receive relevant product information and invitations. You will have the opportunity to opt out of receiving communications from us every time we contact you. We will not sell or distribute your email address to any third party at any time. View our Privacy policy.
© Copyright 2023 MA Financial Group. All rights reserved. Facts and figures are current as at 1 November 2023.
This webpage is issued by MA Asset Management (Hong Kong) Limited (CR No.: 2984099 SFC CE No.: BQW293) (MAAM HK). MAAM HK is licenced by the Securities & Futures Commission of Hong Kong (SFC) for Type 1 (dealing in securities) regulated activity. MAAM HK is a wholly owned subsidiary of MA Financial Group Limited (MA Financial). MAAM HK’s business operations involves the marketing of funds issued by MA Financial and/or other collective investment schemes to professional investors only (as defined under the Securities and Futures Ordinance of Hong Kong (Cap. 571) (SFO)) in Hong Kong. As distributor only, MAAM HK does not have any intention to establish any client relationship with any person that intends to subscribe for units in the collective investment schemes it distributes. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before making any investment decision in relation to any financial product referenced on this website (or otherwise) you should consider obtaining professional investment advice that takes into account your personal circumstances and should read the current information memorandum for the any relevant financial product. Any investment in a financial product on this website (or otherwise) is subject to the terms and conditions contained in the relevant information memorandum. Any investment in a financial product on this website, or any document accessible from this website should not be construed as investment advice or relied upon in making an investment decision. Information on this website does not constitute an offer or an invitation in any jurisdiction where, or to any person to whom, it would be unlawful to make such an offer or invitation. Neither MAAM HK nor any member of the MA Financial group guarantees repayment of capital or any particular rate of return from any product. Past performance is not a reliable indicator of future performance. Neither MAAM HK nor any member of the MA Financial Group Limited group gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained on this website. All opinions and estimates included on this website are provided as at the website creation date and are subject to change without notice. Neither MAAM HK nor any member of the MA Financial Group Limited group make any representation or warranty, express or implied, that the information and materials contained on this website are up to date, accurate or complete. To the maximum extent permitted by law, neither MAAM HK nor any other person will be liable for any for any loss or claim resulting from or in connection with the website and any information contained herein.