All posts by Stacey Martin

Stacey Martin, Specialist Wealth Advisor - Expatriates and Significant Investor Visa, NAB Private Wealth. Based in Sydney, Stacey provides personal advice for executives, business owners and their families who's careers take them offshore. As Asia Ambassador, and Chair of NAB's Significant Investor Visa (SIV) proposition, Stacey works closely with migration, banking, tax and legal specialists to deliver an integrated service for investment migrants. She also founded the Expat Advisors Community for professionals with internationally connected clients.

AVCAL SIV workshop – Tuesday 2nd June in Sydney

AVCAL logo_blue

For those working with SIV clients from migration, to banking, to wealth management, tax and legal, you can’t afford to miss this event.

Speakers at this half day workshop include representatives from Austrade, AVCAL and AusIndustry. We will hear about:

– Why the changes to the complying investment regime are being introduced and who was involved in the consultation process

– What is ESCVLP/VCLP and how do you apply for registration

– How the new capital will be managed and invested – open discussion.

Venue host is Mark Wright, Partner Global Immigration, Deloitte.

Date:        Tuesday 2nd June, 2015
Time:        8:45 AM -12:00 PM
Venue:     Deloitte, 225 George Street, Sydney
Cost:         Members $418, Non-Members $616 (Including GST)
To book: http://www.avcal.com.au/events/category/forums
Agenda
08.45am Registrations open
09.00am Welcome by host member Deloitte
09.05am Introductory remarks and background (AVCAL) Session 1
09.15am – 09.30am
  • What is the current SIV program? (Austrade)
  • What are the changes expected in the revised program commencing in July 2015? (Austrade)
  • Who has been involved in the consultation in the policy development (Austrade)
Session 2
09.30am – 09.45am How to apply for a ESVCLP/VCLP (Representative from Ausindustry): 15 mins with questions Session 3
Morning Tea
10.15am – 11.00am
  • What are the benefits of investing in venture capital and private equity in Australia (AVCAL)
  • How do venture capital and private equity markets work?
  • How do we expect that new capital will be managed and invested? (interactive facilitated discussion)
Session 4
11.00am – 11.30am What are some of the top level issues from those already investing with SIVs and questions to the program speakers (Panel discussion with speakers and Q&A from audience) Session 5

For details and to book go the AVCAL website link here.

 

 

QUT & Guangdong Institute sign research partnership

Guangdong institute of science and technology

Guangdong Insititute of Science and Technology and Queensland University of Technology – Research Co-operation Agreement

On 23 March 2015, the Vice-Governor of Guangdong together with the Australian Consul General and officials from the Australian Trade Commission (Austrade) witnessed the signing of a landmark research cooperation agreement between the Queensland University of Technology (QUT) and the Science and Technology Department of Guangdong. The agreement is the first of its kind between an Australian University and the Guangdong government.

The cooperation agreement was initiated by the Governor of Guangdong Zhu Xiaodan during his visit to Australia last year during the G20.

The agreement provides a platform for the development of joint research in three areas:

– Air Quality
– Tissue engineering and regenerative medicine
– Public health.

QUT’s Vice-Chancellor Professor Peter Coaldrake signed the Agreement on research collaboration and said at the signing “this provides a valuable opportunity for researchers in QUT and our partner institutions in China to further deepen our research links, to work together on joint publications and joint applications for funding at the Provincial and national levels”.

The Australian Consul General said “forging increased academic and commercial linkages between China and Australia is one of the priorities of the Australian Government.”

Austrade, the Government’s trade, investment and education promotion agency, is working with organisations in Australia looking to partner with China on R&D and technology commercialisation opportunities.

During 18-23 April, Austrade will run events in Shenzhen and Beijing promoting Australia’s credentials in R&D and innovation and interest in partnering with China to commercialise our technologies and innovation.

For more information, please contact Ms Jessica Shi at Austrade via email: Jessica.shi@austrade.gov.au

重大投资移民签证投资规则新举措

Australia_map_coin

根据对相关行业从业者的广泛咨询,包括风险投资机构提供的建议,SIV签证投资新规则预期于四月下旬或五月上旬正式公布。即将出台的投资规则基本可总结为如下三点:
• 在澳洲行业指导下,上限为一百万澳元需投资于初创企业作为风险投资。
• 一百五十万澳元需用于购买小型股票或者微型股票,这些股票必须是澳洲证券交易所中的上市股票,并且交易排名需在300名之后。
• 余额则需用来购买澳洲股票、房产或者公司债券基金。

现金、定期存款以及购买政府债券等方式将不再满足新政策中对于投资组合的要求。
新政策的颁布相应提高了资产增长和风险的可能性。因此对于有SIV申请意愿的客户来说,寻求专业的个人投资顾问的帮助将显得尤为重要。

SIV签证将于4月24日暂停受理

China Map

重大投资移民(Significant Investor Visa, 简称SIV)的审理进程将于今年四月二十四日暂停受理。届时,澳洲所有州政府都将不再有资格发放该签证所需的政府邀请函,并于七月一日起由澳洲贸易委员会全权接手。

SIV签证的出台最初旨在通过吸引海外投资来刺激本国经济,同时也希望借此增加高收入人群投资移民澳洲的吸引力。根据近期政府对此项目的评估报告称,政府对SIV签证投资项目的修订是为了确保该签证能达到其应有的效果,并希望通过修订改革为澳大利亚带来更大的经济效益。

目前SIV申请人依然可以在暂定受理阶段前提交申请,但不会在2015年7月1日前发放该签证项目的邀请函,并以新落实的投资规定为准。据悉,新南威尔士州范围内SIV签证的受理截止日期为4月17日,维多利亚州则是4月22日。

更多过渡期间的资讯,请浏览澳洲移民局官方网站。

 

Venture Capital – an overview for those working with SIV Applicants

Seed_growingWhy has the government targeted this sector?

When announcing a review the Significant Investor Visa program in October 2014, Andrew Robb, Minister for Trade and Investment, said:

“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.”

Continue reading Venture Capital – an overview for those working with SIV Applicants