Sumo SIV Managed Fund

A unique vehicle for ultra-high net worth individuals who wish to attain Australian residency through the 188/888 Significant Investor Visa.

Sumo SIV Managed Fund:

The SUMO SIV Managed Fund (SUMO SIV Fund) is a unique vehicle for ultra-high net worth individuals who wish to attain Australian residency through the 188/888 Significant Investor Visa (SIV).

The 188 provisional SIV requires an investment of AUD$5 million into complying investments for a minimum of 4 years, following which visa-holders can apply for an 888 permanent SIV.

Within the ASIC-registered SUMO SIV Fund, each investor will have his/her own investment portfolio. Using the $AUD 5 million, investors can choose their preferred investments from an investment menu, comprising choices within the following asset classes (which are all of the permitted asset classes for investment in a managed fund, under the Government’s SIV regime):

  • Cash held by Australian deposit taking institutions;
  • Bonds issued by the Commonwealth or a State or Territory government;
  • Bonds or term deposits issued by Australian financial institutions;
  • Bonds, equity, hybrids or other corporate debt in companies and trusts listed on an Australian Stock Exchange;
  • Real estate in Australia;
  • Australian agribusiness;
  • Infrastructure projects in Australia; and
  • Other ASIC regulated managed funds that invest in the above-mentioned investments.

For more information, contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Website: www.sumosiv.com

 

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