specialist wealth advisor – expatriates & significant investor visa, asia ambassador, nab...
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Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia
Stacey Martin, Dip FP CFP, GAICD
Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia
Stacey Martin, Dip FP CFP, GAICD
This presentation has been prepared by NAB Ltd ABN 12 004 044 937 and AFSL No. 230686. Whilst NAB strives to provide accurate information, nothing in this presentation may be taken to be a comprehensive statement of any law or practice. This presentation is not intended to provide you with particular advice and in providing this information, we have not taken into account your particular investment objectives, financial situation and your particular needs. You should assess whether this information is appropriate for your individual investment objectives, financial situation or your particular needs, either by yourself or in consultation with your adviser. NAB expressly disclaims any responsibility or liability to anyone who acts or relies upon anything in this presentation, or for any errors or omissions therein.
DISCLAIMER
Source: Datastream
This presentation has been prepared by NAB Ltd ABN 12 004 044 937 and AFSL No. 230686. Whilst NAB strives to provide accurate information, nothing in this presentation may be taken to be a comprehensive statement of any law or practice. This presentation is not intended to provide you with particular advice and in providing this information, we have not taken into account your particular investment objectives, financial situation and your particular needs. You should assess whether this information is appropriate for your individual investment objectives, financial situation or your particular needs, either by yourself or in consultation with your adviser. NAB expressly disclaims any responsibility or liability to anyone who acts or relies upon anything in this presentation, or for any errors or omissions therein.
DISCLAIMER
Source: Datastream
AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION
AUSTRALIAIS A TOP DESTINATION FORIMMIGRATION
SIGNIFICANT INVESTOR VISA – RESULTS TO DATE
Source: DIBP as at 30/6/2015
Expressions of interest submitted3,249
Invitations issued from state nomination2,957
Primary applications lodged2,573
Primary visas granted 885
PROGRAM STATISTICS
China 89%Hong Kong 4%
South Africa, Malaysia & Japan 1% each
APPLICANTS FROM:
Victoria 57%NSW 32%QLD 5%WA & SA
2% each
APPLYING TO:
PRIVATE COMPANIES
FUNDS WITH“LOAN BACKS”
AUSTRALIAN MANAGED FUNDS Cash and term deposits, government bonds share and property funds
COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015
STATE GOVERNMENT BONDS
COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015
PRIVATE COMPANIES
FUNDS WITH“LOAN BACKS”
AUSTRALIAN MANAGED FUNDS Cash and term deposits, government bonds share and property funds
STATE GOVERNMENT BONDS
“Our aim, as part of our broader competitiveness agenda, is to attract more investment into Australia that makes a material difference to supporting sustainable growth, productivity and job creation.
We are keen to attract additional investment which supports innovation and which provide new sources of growth capital.”
Andrew RobbMinister for Trade and
Investment, October 2014
NEW INVESTMENT FRAMEWORK
“Our aim, as part of our broader competitiveness agenda, is to attract more investment into Australia that makes a material difference to supporting sustainable growth, productivity and job creation.
We are keen to attract additional investment which supports innovation and which provide new sources of growth capital.”
Andrew RobbMinister for Trade and
Investment, October 2014
NEW INVESTMENT FRAMEWORK
THREE INVESTMENT COMPONENTS
SMALL/MICRO CAPITAL
BALANCING INVESTMENTS
VENTURE CAPITAL
THREE INVESTMENT COMPONENTS
SMALL/MICRO CAPITAL
BALANCING INVESTMENTS
VENTURE CAPITAL
VENTURE CAPITAL
VENTURE CAPITAL 10%
$500,000 INTO ESVCLP OR VCLP Fund start-up and
early expansion businesses
Information, communications and technology, life sciences, energy including clean tech
Raise minimum of $10M within 2 years
Invest in Australian business worth less than $50M ($250M for VCLP)
Capital called over first 5 years to make investments
Investments realised over the next 5 years
WHY THIS SECTOR?
WHAT DO THEY DO?
HOW DO YOU INVEST?
List of registered funds is on the AusIndustry website
VENTURE CAPITAL
-100%
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
100%
1 2 3 4 5 6 7 8 9 10 YEAR
DRAWDOWNS
DISTRIBUTIONS
CUMULATIVE CASH FLOW
-THE “J CURVE”
VENTURE CAPITAL
VENTURE CAPITAL
-100%
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
100%
1 2 3 4 5 6 7 8 9 10 YEAR
DRAWDOWNS
DISTRIBUTIONS
CUMULATIVE CASH FLOW
-THE “J CURVE”
VENTURE CAPITAL
SMALL/MICRO CAPITAL
SMALL COMPANIES 30%
$1,500,000 IN EMERGING COMPANIES
Australian listed equities with a market capitalisation of less than $500M
Minimum of 20 stocks in the portfolio, with no stock greater than 10%
SMALL/MICRO CAPITAL
SMALL COMPANIES 30%
$1,500,000 IN EMERGING COMPANIES
Australian listed equities with a market capitalisation of less than $500M
Minimum of 20 stocks in the portfolio, with no stock greater than 10%
BALANCING INVESTMENTS
BALANCING INVESTMENTS 60%
Corporate bonds
Listed company shares
Property (max 10% residential)
$
BALANCING INVESTMENTS
BALANCING INVESTMENTS 60%
Corporate bonds
Listed company shares
Property (max 10% residential)
$
CONSTRUCTING SIV COMPLIANT INVESTMENT PORTFOLIOS
BALANCING INVESTMENTS AND EMERGING SHARES
SMA blended portfolios with small companies plus corporate bonds, or property funds, or diversified
Bespoke portfolios with a range of compliant solutions from the Australian marketplace
VENTURE CAPITAL LIMITED PARTNERSHIPSRegistered funds listed on AusIndustry website
Facilitate introductions to funds that are currently raising capital
BALANCING INVESTMENTS AND EMERGING SHARES
BLEND 1
Growth 40% / Def 60%Balancing - corporate bonds
BLEND 2
Growth 70% / Def 30%Balancing - diversified
BLEND 3Growth 100% / Def 0%Balancing - property securities
BALANCING INVESTMENTS AND EMERGING SHARES
BLEND 1
Growth 40% / Def 60%Balancing - corporate bonds
BLEND 2
Growth 70% / Def 30%Balancing - diversified
BLEND 3Growth 100% / Def 0%Balancing - property securities
PIVPREMIUM INVESTOR VISA
PIVPREMIUM INVESTOR VISA
FOR RESIDENCY AFTER 12 MONTHS$15,000,000
Potential applicants referred to Austrade invitation only
Austrade assessment on business skills or aligned to national investment priorities
SIV assets, plus direct investment including businesses
Philanthropic donations as defined by the R&D tax incentive legislation in medicine, health and agriculture
Note: accelerated time frame critical to obtain specialist tax planning advice
PIVPREMIUM INVESTOR VISA
FOR RESIDENCY AFTER 12 MONTHS$15,000,000
Potential applicants referred to Austrade invitation only
Austrade assessment on business skills or aligned to national investment priorities
SIV assets, plus direct investment including businesses
Philanthropic donations as defined by the R&D tax incentive legislation in medicine, health and agriculture
Note: accelerated time frame critical to obtain specialist tax planning advice
PIVPREMIUM INVESTOR VISA
Migration agent/lawyer
NAB migrant banking
NAB private banker
NAB private wealth advisor
NAB business, agri, property
Accountant & tax advisors
Investment managers
SIVAPPLICANT & SPOUSE
WHAT SERVICES DO SIV APPLICANTS NEED?
FOR MORE INFORMATION ABOUT PARTNERING WITH NAB
Victoria Xia Ph: 0467 807 339Email: [email protected]: iamvickyxia
Stacey Martin Ph: 0413 12 7677Email: [email protected]: staceym97
NAB MIGRANT BANKING
NAB WEALTH ADVISORY
National Australia Bank significant investor visa concierge team
WEBSITE
Search “NAB SIV” for overview and team details
SIV PROFESSIONAL SERVICES BOOKLET
SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIAContributing authors include Migration Alliance, Pitcher Partners, Shine Wing, Mills Oakley, Berlitz, Ni Hao Global, Succession Plus and various NAB subject matter experts. Forward by David Thomas, Think Global
Download at www.expatadvisorscommunity.com.au
Produced by:
SIV PROFESSIONAL SERVICES BOOKLET
SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIAContributing authors include Migration Alliance, Pitcher Partners, Shine Wing, Mills Oakley, Berlitz, Ni Hao Global, Succession Plus and various NAB subject matter experts. Forward by David Thomas, Think Global
Download at www.expatadvisorscommunity.com.au
Produced by:
Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia
Stacey Martin, Dip FP CFP, GAICD