SUMO SIV Managed Funds

SUMO SIV Pty Ltd (ACN 162 727 353) (Sumo SIV) is a specialist Significant Investment Visa (SIV) manager with offices in Sydney and Melbourne. It is part of the SUMO Group, established in 1992, which has clients from all over the world. SUMO SIV is the holder of AFSL No. 494009.

Sumo Group is an Australian-based wealth and investment management group with expertise in the full range of investment areas. Sumo Group’s businesses include high-value wealth management, financial planning for family wealth, and real estate development and sales. Their related entities also provide legal and accounting services in connection with the SIV.

SUMO SIV is the investment manager of two SIV complying funds:

  1. SUMO SIV Managed Fund (ARSN 164 733 260) is an Australian Securities and Investments Commission (ASIC) regulated managed fund and it is a complying investment under the pre-1 July 2015 SIV complying investment framework. It was registered as a managed investment scheme by ASIC on 23 July 2013.

For more details on the SUMO SIV Managed Fund and pre-1 July 2015 SIV applicants’ complying investments click here .

  1. SUMO SIV Managed Fund No. 2 (ARSN 609 076 824) is an ASIC regulated managed fund and it is a complying investment fund under the new post 1 July 2015 SIV investment rules introduced by the Australian Government. SUMO SIV Managed Fund No. 2 was registered as a managed investment scheme by ASIC on 16 November 2015.

For more details on SUMO SIV Managed Fund No. 2 and the new SIV complying investments, click here.

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