This content was updated last on 3 March 2020

This fund list contains the names of FSC Member Organisations that offer or intend to offer SIV Compliant Funds. 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

Lee Cavanagh
P: +61 2 9550 2820

Balancing investment

  • Aberdeen Australian Equities 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
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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
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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

Colonial First State Global Asset Management

(Note: CFS GAM was sold and renamed to First Sentier Investments in April 2019 and these funds will transition to First Sentier named funds in April/May 2020)

 

Chris King 
Head of Investment Sales and Key Accounts, Business Development- A&NZ 
P: +61 2 9303 2018 
M: +61 413 984 600
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Emerging companies

  • Colonial First State Wholesale Developing Companies

Balancing investment

  • Colonial First State Wholesale Concentrated Australian Share
  • Colonial First State Wholesale Equity Income
  • Colonial First State Wholesale 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
      (note attached document accompanying pdf here )

Moelis Australia Limited

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

Emerging companies investment

  • Moelis Australia SIV Public Investment Fund

Venture capital

  • Moelis Australia Growth Capital Fund II

Balancing investment

  • Moelis Australia SIV Property Fund
  • Moelis Australia SIV Bond Income Fund
  • Moelis Australia SIV Fixed Income Fund
  • Moelis Australia SIV General Equities Fund
  • Moelis Australia SIV Infrastructure Equities Fund
  • Moelis Australia SIV REIT Equities Fund

 

UBS Asset Management (Australia) Ltd

Vasco Gil
Director, Senior Product Manager
P: +61 2 9324 2197
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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 3 March 2020.

To download this list click pdf here .