This content was updated last on 5 July 2021

Note: this listing service is only available to FSC Full Members.

This fund list contains the names of FSC Member Organisations that offer or intend to offer SIV Compliant Funds (this is not a Government endorsement).

The list can be used as a resource for potential investors to contact these organisations to discuss potential investments under the SIV framework. FSC does not guarantee that every fund on this list is currently compliant or will remain compliant and FSC does not make any representation in relation to the complying status of such funds.

The “SIV Compliant Funds” named on this page were considered to be funds which were compliant with Legislative Instrument IMMI 15/100: Complying Investments of 25 June 2015, made pursuant to regulation 5.19C of the Migration Regulations 1994, outlined in Austrade’s Significant Investor Visa Complying Investment Framework. Alternatively, organisations have been named who have advised us that they intend to provide a compliant fund over the next 12 months.

None of Austrade, FSC or the product issuers, is under any obligation to notify you of any changes to a product’s SIV complying status and you should confirm with the relevant product issuers that their products listed herein remain SIV compliant, before taking any action. Neither Austrade nor FSC were involved in the assessment of these funds against the SIV Complying Investment Framework, and their inclusion on this webpage is in no way an endorsement of any of the funds; whether as to complying status or of any other matter.

This webpage contains general advice only and is information provided for reference purposes. In preparing this webpage neither FSC, Austrade nor any of the product issuers named took into account the investment objectives, financial situation and particular needs of any particular person. Accordingly, before acting on any advice or information contained on this page, you should make your own enquiries, contact your professional adviser and/or assess whether the products are appropriate in light of your own circumstances.

Organisation

Key contact

Potential Compliant funds

Aberdeen Asset Management Limited

Christine Koffi
Manager, Product Management and Development
P: +61 2 9550 2820 
This email address is being protected from spambots. You need JavaScript enabled to view it.

Balancing investment

  • Aberdeen Standard Focused Sustainable Australian Equity Fund (ARSN 087 868 264) 
  • Aberdeen Ex-20 Australian Equities Fund (ARSN 088 905 426)

Australian Unity Investments

Adam Kirk
P: +61 2 9256 8851
M: +61 403 515 401
This email address is being protected from spambots. You need JavaScript enabled to view it. 

Emerging companies investment

  • Acorn Capital Microcap Fund

Venture capital

  • Acorn Capital Private Opportunities Fund

Balancing investment

  • Australian Unity Diversified Property Fund

Challenger Retirement and Investment Services Limited (Challenger)

Challenger Investor Services team
P: 13 35 66
OS: +61 2 9994 7000
This email address is being protected from spambots. You need JavaScript enabled to view it.

Balancing investment

  • Challenger Guaranteed Income Fund

Emerging companies investment

  • NovaPort Microcap Fund

Colonial First State

George Walker 
Head of Investment Sales
P: +61 2 9303 7052
M: +61 418 211 560 
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Balancing investment

  • Colonial First State Wholesale Indexed Australian Share
  • Colonial First State Wholesale Indexed Property Securities

First Sentier Investors (previously Colonial First State Global Asset Management)

Chris King 
Head of Investment Sales and Key Accounts, Business Development- A&NZ 
P: +61 2 90105249 
M: +61 413 984 600 
E: This email address is being protected from spambots. You need JavaScript enabled to view it.

Emerging companies

  • First Sentier Wholesale Developing Companies

Balancing investments

  • First Sentier Wholesale Concentrated Australian Share
  • First Sentier Wholesale Equity Income
  • First Sentier Wholesale Property Securities
  • Colonial First State Wholesale Indexed Australian Share
  • Colonial First State Wholesale Indexed Property Securities 

Macquarie Group Limited

Jimmy Byrne
P: +61 2 8232 0604
E: This email address is being protected from spambots. You need JavaScript enabled to view it. 
E: This email address is being protected from spambots. You need JavaScript enabled to view it. 

Emerging companies investment

  • Macquarie Australian Emerging Companies Fund

MA Financial Group (formerly Moelis Australia)

Enda Stankard 
Managing Director 
E: This email address is being protected from spambots. You need JavaScript enabled to view it. 
P: 02 8288 5530

Emerging companies investment

  • MA SIV Public Investment Fund

Venture capital

  • MA Growth Capital Fund II
  • MA Growth Capital Fund III

Balancing investment

  • MA Diversified Property Fund
  • MA Logistics Fund
  • MA SIV Bond Income Fund
  • MA SIV Fixed Income Fund
  • MA SIV General Equities Fund
  • MA SIV REIT Equities Fund
  • MA SIV Infrastructure Equities Fund
  • MA Equity Opportunities Fund

Pindari Capital Pty Ltd

Edward Hewitt-Taylor 
Managing Director 
E: This email address is being protected from spambots. You need JavaScript enabled to view it. 
P: 02 9958 9008

Emerging companies investment

  • Pindari Capital SIV Emerging Companies Fund

 Venture capital

  • Pindari Capital SIV Venture Capital and Private Equity Fund I
  • Pindari Capital SIV Venture Capital and Private Equity Fund II

Balancing investment

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

Pre July 2015 SIV Investment Fund

  • Pindari Capital Real Estate Fund

Real Asset Management Pty Ltd (RAM)

Scott Kelly
Managing Director, CEO Australia
P: +61 2 8880 6685
E: This email address is being protected from spambots. You need JavaScript enabled to view it. 

Emerging companies investment

  • RAM 188 ECT Capital Stable Fund
  • RAM 188 Emerging Companies Trust

 Venture capital

  • RAM Australia Private Opportunities Fund

 Balancing investment

  • RAM Diversified Fixed Income Fund
  • RAM 188 Bond Trust
  • RAM 188 Notice Account
  • RAM 188 Corporate Bond Trust
  • RAM Australia Retail Property Fund
  • RAM Australia Medical Property Fund

State Street Global Advisors

Wendy Meehan
Platform & Research House Relationships
P: +61 2 9240 7612
E: This email address is being protected from spambots. You need JavaScript enabled to view it.  

Balancing Investment

  • State Street Australian Equity Fund (ARSN 139 341 978)

UBS Asset Management (Australia) Ltd

Mark Nieuwoudt
Director
P: +61 2 9324 2010
This email address is being protected from spambots. You need JavaScript enabled to view it. 

Emerging companies investment

  • UBS Australian Small Companies SIV Fund

 

Premium Investor Visa Compliant Fund List

Name of organisation

Key contact

Type of compliant fund/s

Challenger Life

Challenger Investor Services team
P: 13 35 66
OS: +61 2 9994 7000
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

  • Challenger Guaranteed Annuity

Immediate annuity product issued by Challenger Life

Last updated by the FSC on 5 July 2021.

To download this list click pdf here .