General Information

Significant Investor Visa


The Australian Federal Government has introduced a new Significant Investor Visa (“ SIV ”) to provide high-net-worth individuals with the ability to apply for an Australian visa and permanent residence on the basis of a minimum investment in Australia of AUD 5 million for a minimum of four years.

Visa applicants do not need to satisfy the innovation points test and there are no upper age limits. The visa provides work, travel and study rights to the main applicant as well as their immediate family and dependent relatives.

Changes to the SIV complying investment framework

In October 2014, the Australian Government announced changes to the SIV and the introduction of a new PIV as part of the Industry Innovation and Competitiveness Agenda (IICA)
From 1 July 2015, SIV applicants will be required to invest at least $5 million in complying investments, which which must now include: 

  • At least $500,000 in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies. The Government expects to increase this to $1 million for new applications within two years as the market responds
  • At least $1.5 million in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies
  • A ‘balancing investment’ of up to $3 million in managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate)

Credit Suisse Complying Investment Portfolios

Credit Suisse Private Banking Australia offers complying investment portfolios which meet the requirements stipulated by the AUSTRADE and the Australian Government Department of Immigration and Citizenship. The “balancing investment” portfolios are managed by our experienced Australian Portfolio Management team.

Advantages of Investing in Credit Suisse Complying Investments Portfolios

  • Credit Suisse is a trusted and reputable financial institution, having served the wealth management needs of families since 1856
  • The portfolios are managed by an experienced Australian Portfolio Management team with a strong track record actively manages the balancing investment (60% of the SIV portfolio)
  • Transparent fee structure with no upfront or exit fees charges (Credit Suisse does not accept any product commissions)
  • Recommended list of funds that have undergone Credit Suisse due diligence screening
  • Clients gain access to Private Banking products and services platform

For clients who are resident in Australia:

  • Access to a multi-currency platform capable of holding all tradable currencies, including RMB, HKD, USD and Gold
  • Access to Credit Suisse residential property lending facility*

Further information


1) Source: Australian Government Department of Immigration and Citizenship

* SIV investments cannot be used as collateral for leverage

Secondary Content

Contact Us

To arrange a meeting or find out more, please contact us:

Joseph Azoulay

+61 3 9280 1792

Fraser Herd

+61 2 8205 4996

Sew Lee

+61 2 8205 4275

Michael Marr

+61 2 8205 4942


Alternatively, you can use our special form to request that we contact you.


Edwin Tan
Desk Lead for Significant Investor Visa
Phone: +61 2 8205 4813

Yvonne Sim

Phone: +61 3 9280 1854

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