Significant Investor Visa and
Investor Visa

Compliance with the Government’s SIV and IV programs requirements is our utmost priority. Morgan Stanley heavily invests in our people and systems to ensure that a robust framework is in place to safeguard compliance with the framework mandated by the Australian Government. 

Choosing the right investment manager is vital. Morgan Stanley conducts a comprehensive due diligence process before approving third party managers for inclusion on the SIV and IV Approved Product List. We have a ‘double assurance’ compliance system, where the fund manager acts as the first gatekeeper for compliance assessments, and then Morgan Stanley validates the manager’s SIV/IV compliance through continuous review of every fund on the Approved Product List. 

Morgan Stanley has an experienced, multilingual team of financial advisers across the major Australian capital cities who can help you with your SIV/IV requirements. 

Our dedication and experience working with Chinese investors in particular, have enabled us to develop a deep understanding of the specific needs, goals and aspirations of these clients. 

One of our largest advice teams, the Asia Practice team, focuses specifically on SIV and IV and has been providing tailored, one-to-one service to high-net-worth and ultra-high-net-worth individuals and families for more than a decade.

Find out more about our Asia Practice team >(opens in a new tab)

Morgan Stanley is a leading provider of complying investment solutions and we use an ‘open architecture’ for the selection of SIV/IV complying investments. This means we work with you to select from what we consider to be the best products from a number of reputable fund managers within the Government’s SIV and IV program requirements, and construct a portfolio based on the market view of our research team.

We search the market for investment products under a broad range of asset classes, with long-term sustainable track records and outstanding management teams that have undergone assessment by independent third-party research institutions.

We also have a robust risk framework to help ensure you are invested in appropriate assets, without sacrificing performance.

Morgan Stanley is committed to fee structures that are simple, transparent and competitive.

For your SIV or IV portfolio, we charge an advisory fee on top of the competitive wholesale fee charged by the fund manager. This advisory fee provides you with access to Morgan Stanley’s offering of market-leading products, selection of high quality fund managers, continuous monitoring of compliance and our asset allocation views. 

As a Morgan Stanley SIV/IV client, you have access to comprehensive and transparent online reporting. The platform allows you to securely track and manage your investments. All clients have access to their portfolio statement daily with ad hoc account statements available upon request.

As a global wealth manager, Morgan Stanley can provide you with a bespoke holistic wealth management solution, beyond managing your SIV/IV investments. 

Our financial advisers work closely with our research teams to provide clients access to a remarkable range of assets and insights. From global asset allocation to investment selection, we offer a range of investment solutions through multi-currency, multi-asset class, private equity, IPO and pre-IPO opportunities. 

Morgan Stanley can offer you a ‘one stop shop’ service by introducing you to a network of trusted external professional service providers, who can help with you with a smooth transition to Australia. These external service providers offer advice in real estate, immigration, legal, education and tax.