This content was updated last on 2 May 2022.
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.abrdn Australia LimitedKey ContactPotential Compliant FundsChristine KoffiProduct Management and Development
P: +61 2 9550 2820 E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Balancing investment
abrdn Sustainable Australian Equity Fund (ARSN 087 868 264) abrdn Ex-20 Australian Equities Fund (ARSN 088 905 426)AMP CapitalKey ContactPotential Compliant FundsChristopher Davitt
Fund Manager
M: +61 450 005 026
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Wholesale Australian Property FundAustralian Unity InvestmentsKey ContactPotential Compliant FundsAdam KirkHead of Intermediated MarketsP: +61 2 9256 8851
M: +61 403 515 401
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Emerging companies' investment
Acorn Capital Microcap Fund
Venture capital
Acorn Capital Private Opportunities Fund
Balancing investment
Australian Unity Diversified Property FundChallengerKey ContactPotential Compliant FundsChallenger Investor Services team
P: 13 35 66
OS: +61 2 9994 7000
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Balancing investment
Challenger Guaranteed Income Fund
Emerging companies investment
NovaPort Microcap FundColonial First StateKey ContactPotential Compliant FundsGeorge Walker
Head of Investment Sales
P: +61 2 9303 7052
M: +61 418 211 560
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Balancing investment
Colonial First State Wholesale Indexed Australian Share
Colonial First State Wholesale Indexed Property SecuritiesFirst Sentier Investors (previously Colonial First State Global Asset Management)Key ContactPotential Compliant FundsRoss Crocker
Head of Client & Consultant Relationships and Acting Head of Wholesale
P: +61 2 9010 5424
M: +61 450 032 658
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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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 LimitedKey ContactPotential Compliant FundsNick RandallInstitutional Relationship Senior ManagerE: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Emerging companies' investment
Macquarie Australian Emerging Companies Fund
(note attached document accompanying here)MA Financial Group (formerly Moelis Australia)Key ContactPotential Compliant FundsEnda Stankard
Managing Director
P: 02 8288 5530E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Emerging companies' investment
MA SIV Public Investment Fund
MA NSW Emerging Companies Fund
Venture capital
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 Bond Credit Fund
MA SIV General Equities Fund
MA SIV REIT Equities Fund
MA SIV Infrastructure Equities Fund
MA Equity Opportunities FundPindari Capital Pty LtdKey ContactPotential Compliant FundsEdward Hewitt-Taylor
Managing Director
P: 02 9958 9008E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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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 FundReal Asset Management Pty Ltd (RAM)Key ContactPotential Compliant FundsScott 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.
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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 Diversified Property Fund
RAM Australia Property Securities FundState Street Global AdvisorsKey ContactPotential Compliant FundsWendy 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.
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Balancing Investment
State Street Australian Equity Fund (ARSN 139 341 978)UBS Asset Management (Australia) LtdKey ContactPotential Compliant FundsUBS Client Services
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
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Emerging companies' investment
UBS Australian Small Companies SIV FundLast updated by the FSC on 2 May 2022. ._ERbj1g7D { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; width: 50px; height: 50px; line-height: 50px; } ._7XqAY8_A[class*="dropcap--"]:not(.dropcap--none) > span:first-child { margin-right: 20px; text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._x4RdL756 { overflow-x: auto; border: 1px solid rgba(34, 36, 38, 0.15); background: #fff; } ._x4RdL756 th span, ._x4RdL756 td span { display: inline-block; } ._x4RdL756 table { width: 100%; max-width: 100%; background: inherit; margin: 1em 0em; box-shadow: none; text-align: left; color: rgba(0, 0, 0, 0.87); border-collapse: separate; border-spacing: 0px; } ._x4RdL756 table:first-child { margin-top: 0em; } ._x4RdL756 table:last-child { margin-bottom: 0em; } ._x4RdL756 th, ._x4RdL756 td { -webkit-transition: background 0.1s ease, color 0.1s ease; transition: background 0.1s ease, color 0.1s ease; } ._x4RdL756 th { cursor: auto; background: #F9FAFB; text-align: inherit; padding: 10px 15px; vertical-align: inherit; font-weight: bold; border-left: none; } ._x4RdL756 tr > th:first-child { border-left: none; } ._x4RdL756 tr td { border-top: 1px solid rgba(34, 36, 38, 0.1); } ._x4RdL756 tr:first-child td { border-top: none; } ._x4RdL756 td { padding: 10px 15px; text-align: inherit; } ._x4RdL756--default td { border: none; } ._x4RdL756--striped > tr:nth-child(odd), ._x4RdL756--striped tbody tr:nth-child(odd) { background-color: rgba(0, 0, 50, 0.02); } ._x4RdL756--basic { background: transparent; border: 1px solid rgba(34, 36, 38, 0.15); box-shadow: none; } ._x4RdL756--basic thead, ._x4RdL756--basic tfoot { box-shadow: none; } ._x4RdL756--basic th { background: transparent; border-left: none; } ._x4RdL756--basic tbody tr { border-bottom: 1px solid rgba(0, 0, 0, 0.1); } ._x4RdL756--basic td { background: transparent; } ._x4RdL756--basic.striped tbody tr:nth-child(2n) { background-color: rgba(0, 0, 0, 0.05) !important; } ._x4RdL756--basic { border: none; } ._x4RdL756--bordered tr th, ._x4RdL756--bordered tr td { border-left: 1px solid rgba(34, 36, 38, 0.1); } ._x4RdL756--bordered tr th:first-child, ._x4RdL756--bordered tr td:first-child { border-left: none; } ._x4RdL756--hover tr:hover { background: rgba(0, 0, 0, 0.05) !important; color: rgba(0, 0, 0, 0.95) !important; } ._WDJGyJgk { position: relative; } ._lY5epAaJ { position: relative; } ._lY5epAaJ__button { background-color: #eee; cursor: pointer; padding: 10px 15px; // width: 100%; text-align: left; outline: none; transition: 0.4s; -webkit-transition: 0.4s; display: block; position: relative; } ._lY5epAaJ .accordion__header + div { padding: 1.5rem 0; } ._lY5epAaJ__button > i { margin-right: 5px; } ._lY5epAaJ__button.arrow--right .accordion__arrow { position: absolute; right: 10px; } ._lY5epAaJ .accordion__arrow { transition: .2s all; -webkit-transition: .2s all; } ._lY5epAaJ[data-active="true"] > a > .accordion__arrow { -webkit-transform: rotate(90deg); transform: rotate(90deg); } ._O689JW7n { position: relative; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; }
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