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 As the holder of a Significant Investor visa, you may switch between complying investments as long as the sum withdrawn corresponds with the sum reinvested.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