Latest SIV Newsletter

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.

Aus-China Property Developers & Investors Conference

The Conference was held in Sydney on the 8th of December, with more than 330 delegates at the Hilton Grand Ballroom.

Highlights -

. The event was seen as ground breaking –dispelling myths and misconceptions of Chinese developers, and highlighting their planned involvement in Australia's property industry

. Sherwood Luo, head of Greenland Australia provided an overview of existing developments and future plans for the firm. $1.6bll invested so far in Australia

. Sid Londish, veteran property investor, born in China in 1924, made, lost and made 3 fortunes in Australia's property industry, responsible for several of Sydney's iconic developments, had partnerships with Japanese and Chinese developers/investors over recent decades said Chinese take calculated risks, where Australians are generally more conservative. Lots of innovation in Australia, but not enough funding. Aged care as the next wave of property development

. Most panellists (including Chinese developers, Australian property experts, Councillors and institutional investors) emphasised the need for local knowledge and expert advice to navigate Australia's complex development pathways

Delegates were approx. a third Chinese and Australian developers & builders; a third financiers, investors and deal-spotters; and a third industry service providers.

Lots of energy was seen during the networking events as many sought out business partners, proposals and further insights on the opportunities and risks from this new sector.

Key themes covered included -

  • Capital. Chinese capital is entering Australia on the supply side (development) and demand side (investor). How big is this capital flow, how long will it last, what could change this flow and how can Australian developers connect with Chinese capital sources?
  • Competition & Cooperation. Chinese developers are new competitors for sites. At the same time, many are seeking to harness Australian expertise domestically. Meanwhile, Australian developers are seeking Chinese sources of sales/distribution channels. What are the challenges and opportunities for Chinese and Australian developers to compete or cooperate?
  • Completion. While there is much Chinese development in the pipeline, few have yet reached completion. What are the regulatory, operational and cost challenges facing Chinese developers, not only in completing their projects, but in building their reputation as leading developers in Australia?
  • Community. Australian developers have a high (and sometimes controversial) profile in the community and media. Chinese developers, ranging from new/small developers to multi-billion dollar property groups will also have similarly high profiles, particularly as their end products are homes in which Australians will live. What are the community issues facing Chinese developers as they build their brand in Australia?

We would like to thank our supporting organization Urban Taskforce, Platinum sponsor National Australia Bank (NAB), Gold sponsors Gadens, Balmain Group, and our Silver sponsors SUMO SIV, KordaMentha, AZIBA, ACBNewsOnline for their support.

EVENT SUMMARY

Date:  Monday 8th December, 1.30pm to 7.30pm.(Presentations start 2pm, Cocktails from 6pm)

Location:  Level 3, Grand Ballroom, Hilton Hotel, 488 George Street, Sydney.

Cost:  $438 plus GST, all inclusive fee. ($481.80)

Attendees:  300 – 500 delegates comprising:

  • Chinese & Australian property developers and investors
  • Australian property fund managers and syndicators
  • Asian and Australian wealth managers & deal-spotters/'compradors'
  • Service providers including financiers, lawyers, accountants, site amalgamators, real estate agents, private bankers, corporate advisors, private equity managers, builders, contractors, sales/distribution professionals, & architects amongst others

The event will take place during a time of heightened interest in the Aus-China relationship due to the:.

  • Findings of the parliamentary inquiry on foreign investment into residential real estate to be announced on 27 Nov
  • Sharp decline in the Australian dollar vs Chinese renminbi leading to revaluations
  • New Premium Investor Visa class announced and changes to Significant Investor Visa programme
  • Continued strong media and community interest in Chinese property development/investment in Australia
  • G20 meeting in Brisbane 15/16 November and the visit by China's President Xi Jinping to Australia
  • Signing of the China-Australia Free Trade Agreement

2nd Annual Significant Investor Visa Conference

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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.

China Equity Market Access Seminar & Drinks

Basis Point's free* China Equity Market Access Seminar & Drinks, Thursday 13th November 5pm -7.45pm in Sydney,sponsored by Singapore Exchange (SGX) and Baker & McKenzie.

An expert panel will discuss recent trends in China A-share investments, China's changing equity landscape and how global institutions can access the equity markets of China, the world's second largest economy.

*The event is complimentary to ASIC-regulated fund managers and brokers; APRA-regulated institutional investors and banks; proprietary trading firms; and qualified family offices.

Our panellists include one of Australia's largest fund of funds, one of the world's best futures fund managers(now retired but still trading), a global proprietary trading firm in Asia and of course, Singapore Exchange. Complimentary seating is limited to 100.

New Premium Investor
Visa Class

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.