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Significant Investor Visa (SIV) &
Investor Visa (IV)

188B and 188C Complying Funds

Benefits of the 188 Universal Account (“188UA”)

We identify a portfolio structure that has strong focus on income generation and capital stability from defensive assets, whilst providing growth investments in Equities, Venture Capital and Property. Each investment portfolio is carefully hand selected by the Real Asset Management (RAM) team together to achieve the clientʼs objectives and satisfy the 188B/188C Visa Investment requirements.

It’s secure

All products in 188UA are 100% 188B/188C Visa compliant.

It saves you time

All tax, legal and reporting is taken care of for you by our team of experts.

It’s flexible

You can switch between different qualifying investments at no cost and no risk to your 188B/188C Visa status.

It’s tax efficient

The 188UA is a tax efficient structure.

You’re in control

Youʼre 100% in control of investment decisions. Choose your own portfolio of investments to meet your investment objectives.

It’s transparent

Your personal investment portfolio can be viewed at any time through our dedicated web portal – RAM Investor Portal.

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Industry Recognition

Australian Fixed Interest Finalist 2024 IMAP Managed Account Awards

Australian Fixed Interest Finalist 2023 IMAP Managed Account Awards

Australian Fixed Interest Winner 2021 IMAP Managed Account Awards

Australian Fixed Interest Winner 2020 IMAP Managed Account Awards

Australian Fixed Interest Winner 2019 IMAP Managed Account Awards

Other Asset Classes Winner

Financial Services Council Member

Responsible Investment Association Australasia Member

188 Universal Account Fund Structure

Our Professional Partners

An experienced team providing a complete packaged solution.

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ADMINISTRATOR & CUSTODIAN

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TRUSTEE

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AUDITOR & TAX ADVISOR

Your Dedicated Wealth Management Team

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Founder Executive Chairman
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Managing Director Group CEO
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Managing Director
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Executive Director Senior Client Advisor
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Director Senior Client Advisor
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Associate Director Client Advisor
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Business Development Manager
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Principal Sales Consultant

Complying Investment Framework

188C BEFORE 1 JULY 2021
188C POST 1 JULY 2021
188B POST 1 JULY 2021
188C BEFORE 1 JULY 2021

Applicants are required to invest at least $5 million in complying investments, which must include:

*source Australian Government Department of Home Affairs

188C POST 1 JULY 2021

Applicants are required to invest at least $5 million in complying investments, which must include:

*source Australian Government Department of Home Affairs

188B POST 1 JULY 2021

Applicants are required to invest at least $2.5 million in complying investments, which must include:

*source Australian Government Department of Home Affairs