Stacey Martin Dip FP CFP GAICD Specialist Wealth

DISCLAIMER This presentation has been prepared by NAB Ltd ABN 12 004 044 937

AUSTRALIA IS A TOP DESTINATION FOR IMMIGRATION

SIGNIFICANT INVESTOR VISA – RESULTS TO DATE PROGRAM STATISTICS Expressions of interest submitted 3,

COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015 STATE GOVERNMENT BONDS PRIVATE COMPANIES FUNDS WITH

NEW INVESTMENT FRAMEWORK “Our aim, as part of our broader competitiveness agenda, is to

THREE INVESTMENT COMPONENTS SMALL/ MICRO CAPITAL BALANCING INVESTMENTS VENTURE CAPITAL

VENTURE CAPITAL 10% $500, 000 INTO ESVCLP OR VCLP WHY THIS SECTOR? WHAT DO

VENTURE CAPITAL -THE “J CURVE” VENTURE CAPITAL 100% CUMULATIVE CASH FLOW 80% 60% 40%

SMALL/ MICRO CAPITAL SMALL COMPANIES 30% $1, 500, 000 IN EMERGING COMPANIES Australian listed

BALANCING INVESTMENTS 60% $ BALANCING INVESTMENTS Corporate bonds Listed company shares Property (max 10%

CONSTRUCTING SIV COMPLIANT INVESTMENT PORTFOLIOS BALANCING INVESTMENTS AND EMERGING SHARES VENTURE CAPITAL LIMITED PARTNERSHIPS

BALANCING INVESTMENTS AND EMERGING SHARES BLEND 1 BLEND 2 BLEND 3 Growth 40% /

$15, 000 FOR RESIDENCY AFTER 12 MONTHS PIV PREMIUM INVESTOR VISA Potential applicants referred

WHAT SERVICES DO SIV APPLICANTS NEED? Migration agent/lawyer NAB private wealth advisor NAB migrant

FOR MORE INFORMATION ABOUT PARTNERING WITH NAB National Australia Bank significant investor visa concierge

Produced by: SIV PROFESSIONAL SERVICES BOOKLET SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIA

Slides: 32

Download presentation

Stacey Martin, Dip FP CFP, GAICD Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia

DISCLAIMER This presentation has been prepared by NAB Ltd ABN 12 004 044 937 and AFSL No. 230686. Whilst NAB strives to provide accurate information, nothing in this presentation may be taken to be a comprehensive statement of any law or practice. This presentation is not intended to provide you with particular advice and in providing this information, we have not taken into account your particular investment objectives, financial situation and your particular needs. You should assess whether this information is appropriate for your individual investment objectives, financial situation or your particular needs, either by yourself or in consultation with your adviser. NAB expressly disclaims any responsibility or liability to anyone who acts or relies upon anything in this presentation, or for any errors or omissions therein. Source: Datastream

AUSTRALIA IS A TOP DESTINATION FOR IMMIGRATION

SIGNIFICANT INVESTOR VISA – RESULTS TO DATE PROGRAM STATISTICS Expressions of interest submitted 3, 249 Invitations issued from state nomination Primary applications lodged 2, 573 Primary visas granted 885 APPLYING TO: APPLICANTS FROM: China Hong Kong South Africa, Malaysia & Japan 2, 957 89% 4% 1% each Source: DIBP as at 30/6/2015 Victoria NSW QLD WA & SA 57% 32% 5% 2% each

COMPLYING INVESTMENT REGIME TO 24 APRIL, 2015 STATE GOVERNMENT BONDS PRIVATE COMPANIES FUNDS WITH “LOAN BACKS” AUSTRALIAN MANAGED FUNDS Cash and term deposits, government bonds share and property funds

NEW INVESTMENT FRAMEWORK “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. ” Andrew Robb Minister for Trade and Investment, October 2014

THREE INVESTMENT COMPONENTS SMALL/ MICRO CAPITAL BALANCING INVESTMENTS VENTURE CAPITAL

VENTURE CAPITAL 10% $500, 000 INTO ESVCLP OR VCLP WHY THIS SECTOR? WHAT DO THEY DO? HOW DO YOU INVEST? Fund start-up and early expansion businesses Raise minimum of $10 M within 2 years Capital called over first 5 years to make investments Information, communications and technology, life sciences, energy including clean tech Invest in Australian business worth less than $50 M ($250 M for VCLP) Investments realised over the next 5 years List of registered funds is on the Aus. Industry website

VENTURE CAPITAL -THE “J CURVE” VENTURE CAPITAL 100% CUMULATIVE CASH FLOW 80% 60% 40% DISTRIBUTIONS 20% 0% -20% DRAWDOWNS -40% -60% -80% -100% 1 2 3 4 5 6 7 8 9 10 YEAR

SMALL/ MICRO CAPITAL SMALL COMPANIES 30% $1, 500, 000 IN EMERGING COMPANIES Australian listed equities with a market capitalisation of less than $500 M Minimum of 20 stocks in the portfolio, with no stock greater than 10%

BALANCING INVESTMENTS 60% $ BALANCING INVESTMENTS Corporate bonds Listed company shares Property (max 10% residential)

CONSTRUCTING SIV COMPLIANT INVESTMENT PORTFOLIOS BALANCING INVESTMENTS AND EMERGING SHARES VENTURE CAPITAL LIMITED PARTNERSHIPS SMA blended portfolios with small companies plus corporate bonds, or property funds, or diversified Registered funds listed on Aus. Industry website Bespoke portfolios with a range of compliant solutions from the Australian marketplace Facilitate introductions to funds that are currently raising capital

BALANCING INVESTMENTS AND EMERGING SHARES BLEND 1 BLEND 2 BLEND 3 Growth 40% / Def 60% Balancing - corporate bonds Growth 70% / Def 30% Balancing - diversified Growth 100% / Def 0% Balancing - property securities

PIV PREMIUM INVESTOR VISA

$15, 000 FOR RESIDENCY AFTER 12 MONTHS PIV PREMIUM INVESTOR VISA Potential applicants referred to Austrade invitation only SIV assets, plus direct investment including businesses Austrade assessment on business skills or aligned to national investment priorities Philanthropic donations as defined by the R&D tax incentive legislation in medicine, health and agriculture Note: accelerated time frame critical to obtain specialist tax planning advice

WHAT SERVICES DO SIV APPLICANTS NEED? Migration agent/lawyer NAB private wealth advisor NAB migrant banking SIV Accountant & tax advisors NAB private banker APPLICANT & SPOUSE NAB business, agri, property Investment managers

FOR MORE INFORMATION ABOUT PARTNERING WITH NAB National Australia Bank significant investor visa concierge team NAB MIGRANT BANKING NAB WEALTH ADVISORY WEBSITE Victoria Xia Ph: 0467 807 339 Email: victoria. xia@nab. com. au We. Chat: iamvickyxia Stacey Martin Ph: 0413 12 7677 Email: stacey. martin@nab. com. au We. Chat: staceym 97 Search “NAB SIV” for overview and team details

Produced by: SIV PROFESSIONAL SERVICES BOOKLET SMOOTH ROAD TO TRAVEL – CHINA TO AUSTRALIA Contributing authors include Migration Alliance, Pitcher Partners, Shine Wing, Mills Oakley, Berlitz, Ni Hao Global, Succession Plus and various NAB subject matter experts. Forward by David Thomas, Think Global Download at www. expatadvisorscommunity. com. au

Stacey Martin, Dip FP CFP, GAICD Specialist Wealth Advisor – Expatriates & Significant Investor Visa, Asia Ambassador, NAB Private Wealth, Sydney, Australia