Latest SIV Newsletter September 2014

Click here to access news and insights on SIV numbers, China’s HNW industry, rise of Australia’s Agri-business with China, 3rd party reports on the ultra-high-net-worth market, and more.

Australian Investment Managers Directory

The 76-page hard-copy directory profiles 209 Australian firms that control $279 billion. All are independently owned (in full or in part) long-only managers, or are hedge funds or alternatives managers. PE and RE fund managers are excluded.

If you wish to purchase this directory please send us an email for more information, or visit our directory pages within this site.

Basis Point's Significant Investor Visa (SIV) Newsletter

The latest edition of Basis Point's SIVAustralia newsletter is now available.       Click here to download

Highlights this month:

  • The Significant Investor Visa has attracted $1.7 billion in investment inflows over the past 18 months. Another $3 billion is expected in the next few months. (as a comparison, ASX IPOs last year amounted to $9.5 billion).
  • The government has reaffirmed its support for the SIV programme.
  • China is promoting 12 'core socialist values' to engender social cohesiveness amid rampant economic change. Australia already has these values.
  • Four government-linked initiatives will soon impact on the SIV and Chinese capital flows generally.
  • Latest insights into China's HNW market including data that shows HNW seeking to 'emigrate' is common in other nations, news on the US EB-5 programme, excesses of some of the wealthy in Shanghai, and the investment appetite of the super rich in China.

2nd Annual Significant Investor Visa Conference

The 2nd annual Significant Investor Visa conference was held on the 3rd of July at the Hilton Hotel, Grand Ballroom, Sydney. Nearly 300 attendees including 20 panelists attended.

The conference discussed the mission-critical topics central to the success of SIV, and provided a platform for investors/their advisors/compradors, investment providers/SMEs and service providers to network.

Interest in our SIV initiatives (including our latest newsletter here) has been strong, especially with the SIV programme gaining momentum. The magnitude for SIV opportunities can be seen in the $650 million in fees (immigration/legal fees alone) paid by 65,000 applicants to Canada's SIV equivalent.

And we are seeing the rise of the Australia comprador, (a reversal of history) in connecting Chinese UHNW to Australian investment opportunities.

We also note that SIV service providers and non-competing SIV product providers are becoming strong referral agents for participants in the SIV industry. The power of networking and the establishment of referral marketing channels is very evident in this new SIV industry.

For more information please see the Events page.

The Australian government has announced a new Premium Investor Visa (PIV) class where migrants investing A$15 million in selected investment sectors will obtain a 12 month pathway to permanent residency. The government's press release is here

The $15 million investment, when aligned with the government's national investment priorities as determined by Austrade, and strengthened integrity measures, will be a boon for jobs creation in Australia.

We believe the investment sectors identified by Austrade will cover agribusiness, digital technologies, medical & health services, advanced manufacturing, infrastructure, tourism investments, and resources including energy.

Chinese data indicates that just 5% of the wealth of Chinese high-net-worth investors was allocated outside of China, whereas HNW investors in other countries have around 24% of their wealth outside their home region. This indicates significant capital flows to Australia can be expected over the coming years via the SIV and PIV.