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.

In addition to the eligibility criteria, each State or Territory may impose their own requirements for determining complying investments. Acceptance of complying investments is determined by the Immigration Office of the State in which the applicant wishes to reside.


Declaration In Relation To Managed Funds - Form 1413D
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This form is relevant to Significant Investor visa applications lodged on or after 1 July 2015.