Moelis Australia Fixed Income Fund



The Australian Significant Investor Visa (“SIV”)


Click here for more information.


The SIV complying investment rules were changed in 2015 by the Australian Government and from 1 July 2015, SIV applicants are required to invest at least $5 million in complying investments, which must include:


  1. At least $500,000 in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies;
  2. At least $1,500,000 in an eligible managed fund that invests in emerging companies; and
  3. A ‘balancing investment’ of up to $3,000,000 in managed funds 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% limit on residential real estate).

A one page outline of the complying investment framework is available on the Austrade website here.


Moelis and the SIV