One Australia SIV Fund (Fund) is an open-ended wholesale managed investment scheme intended to comply with the Balancing Investment component of the New Significant Investment Visa (SIV) regime.
The Fund will focus on investments in the property sector which are compliant with the New SIV regime and may also invest in property securities, bonds and cash.
The Fund’s investment objective is to provide investors with a pre-tax return in excess of 4 per cent per annum after all fees and costs.
Koda Capital Pty Ltd (Koda) and Crate Capital Pte Ltd (Crate) have been appointed as Investment Managers of the Fund.
Koda is an independent provider of financial advice to Australian high net worth individuals and their families. Established in 2014, Koda is an award winning provider of holistic advice and advises clients in respect of over $5 billion of assets. Koda will manage the bond and cash investments.
Crate is an international full service real estate investor and asset manager. Crate has raised over $2 billion dollars for real estate opportunities between 2008 and 2018 and manages funds on behalf of domestic and international institutional investors as well as high net worth individuals. Crate will manage the property investments.
Additionally, the Investment Managers can introduce investors to funds which are intended to comply with the Venture Capital and Emerging Companies investment components of the New SIV regime.
Should this be of interest, please read the entire Information Memorandum to obtain more detailed information before making a decision to invest in the Fund.
Please note the Fund is only available to wholesale clients within the meaning of section 761G of the Corporations Act 2001. Wholesale clients can obtain a copy of the Information Memorandum by downloading it from the right hand side of this page. Should you wish to invest, please download and complete the attached Application Form to the Information Memorandum on the right hand side of this page.