Companies, A-REITs, infrastructure trusts, including their ordinary equity, preferred equity, convertible bonds, or corporate-issued floating rate notes listed on an Australian securities exchange.
Corporate bonds or notes issued by an Australian exchange listed entity (or a wholly-owned subsidiary of the Australian listed entity) or investment grade rated Australian corporate bonds or notes rated by an AFS licensed debt rating agency.
Deferred annuities are issued by Australian registered life companies but cannot commence paybacks during the provisional visa period.
Real Property in Australia (subject to 10% limit on residential real estate).
A complying fund must have the following:
Cash is to be no more than 20% of a fund’s net assets.
– Derivatives are to be used for risk management purposes only.
– Managed funds (open or closed-end) or Listed Investment Companies (LICs) are eligible.
Fund Managers are to have and maintain a minimum of $100m in firm-wide FUM to offer a 5 0% complying fund(s) to applicants.
Pindari Balancing Investment Funds:
Pindari Capital SIV Balancing Investments Fund
Pindari Capital Balancing Investments Yield Fund
Pindari Capital Real Estate Fund
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