Significant Investor Visa and Premium Investor Visa
Changes to the Significant Investor Visa (SIV) and the introduction of a Premium Investor Visa (PIV) commenced on 1 July 2015. In accordance with the new Complying Investment Framework for the SIV and PIV, effective 16 December 2015, Dimensional declared the following Dimensional Wholesale Trusts meet the requirements for Complying Investments ('balancing investments') for the Significant Investor visa stream and Complying Premium Investments for the Premium Investor visa stream:
- Dimensional Australian Core Equity Trust
- Dimensional Australian Value Trust
- Dimensional Australian Small Company Trust
- Dimensional Australian Large Company Trust
Please follow the link below for a copy of Dimensional's Declaration In Relation to significant and premium investments (Form 1413D). Please contact your advisor for more information.
Declaration In Relation To Managed Funds - Form 1413D
This form is relevant to Significant Investor visa applications lodged on or after 1 July 2015.