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Significant Investor Visa

 

What is the Significant Investor Visa programme?

Introduced by the Australian Federal Government in November 2012, the Significant Investor Visa (SIV) programme is a pathway for high net worth individuals wishing to apply for permanent residency in Australia. From 1 July 2015 migrant investors will be required to invest at least AUD 5 million into complying investments for a period of at least four years on a provisional visa before being eligible to apply for a permanent visa. 

For detailed information and FAQ’s about SIV, please click here.

 

Significant Investor Visa investment solutions 

Perennial Value offer investors with a choice of four complying investments which qualify under the 'balancing investment' category of the current SIV programme. The strategies varies in investment style and market cap exposure, providing investors greater investment opportunities within Australian Equities.

   
Perennial Value Australian Shares Trust

Our actively managed portfolio of Australian shares, employs a value style investment process, to invest in Australian listed companies that are well managed and whose share price offers good value. 

Perennial Value Shares for Income Trust

By investing in financially sound, large cap companies with growing and sustainable profits, this portfolio aims to provide an attractive level of tax effective income paid via quarterly distributions and capital growth. 

Perennial Value Smaller Companies Trust

The smaller companies portfolio provides an actively managed exposure to Australian smaller companies shares and can be used to complement an allocation to Australian large cap shares.

Perennial Value Shares Wholesale Trust

Our actively managed portfolio of Australian shares, employs a value style investment process, to invest in Australian listed companies that are well managed and whose share price offers good value.

How do I apply? Talk to team Perennial today.

Applying for an investment in the Trusts is simple.

Contact a Client Service Representative on +612 8274 2777 or email invest@perennial.net.au to:

1. Request a ‘Declaration in relation to managed funds’ (Form 1413D).

2. Request further information on Perennial’s SIV complying funds or to receive a copy of the Product Disclosure Statement and application form.