Complying Investment

  • Infrastructure projects in Australia;
  • Cash held by Australian deposit taking institutions (including negotiable certificates of deposit, bank bills and other cash-like instruments);
  • Bonds issued by the Commonwealth Government or a State or Territory government;
  • Bonds, equity, hybrids or other corporate debt in companies and trusts listed or expected to be listed within 12 months on an Australian Stock Exchange;
  • Bonds or term deposits issued by Australian financial institutions;
  • Australian Securities and Investment Commission (ASIC) regulated managed funds with a mandate for investing in Australia
  • Real property in Australia;
  • Australian Agribusiness;
  • Annuities issued by an Australian registered life company in accordance with section 9 or 12A of the Life Insurance Act 1995;
  • Derivatives used for portfolio management and non-speculative purposes which constitute no more than 20 per cent of the total value of the managed fund;

Visa applicants may hold investments in each of the above investment options in any proportion and may also change between complying investments, provided they meet specified reinvestment requirements. As the holder of a Significant Investor visa, you may switch between complying investments as long as the sum withdrawn corresponds with the sum reinvested.

An ASIC regulated managed fund for the purpose of the Significant Investor visa is a managed investment scheme defined in the Corporations Act 2001 and regulated by the Australian Securities and Investment Commission. Any interests issued in the fund must not be able to be traded on a financial market and must be covered by an Australian Financial Services Licence. Investments in ASIC regulated managed funds include any investments made through an Investor Directed Portfolio Service.

Pindari Complying Investment Funds:

  • Pindari Capital SIV Balancing Investments Fund
  • Pindari Capital Balancing Investments Yield Fund
  • Pindari Capital Real Estate Fund

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    Significant Investor Visa Program and Investor Visa Complying Funds Brochure