188B/C Complying Fund

100% compliant with the Australian 188B and 188C visa requirements

  • 100% Success in transition to 888C
  • 100% in control of investment decisions​
  • Award winning investment management team
  • “Gold standard” structure reduces the risk of fraud or collusion

 

COMPLIMENTARY ONE-ON-ONE CONSULTATION

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 RAM team together to achieve the client’s objectives and satisfy the 188B/188C Visa Investment requirements.

188B and 188C Visa

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.

You have the freedom to change between various eligible investments without incurring any expenses or jeopardizing your 188B/188C Visa status.

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

You’re 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.

Complying Investment Framework

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

A ‘balancing investment’ of up to $2.5 million in managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate). At least $1 million in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies.
At least $1.5 million in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies.
A ‘balancing investment’ of up to $2.5 million in managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate).
At least $1 million in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies.
At least $1.5 million in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies.

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

A ‘balancing investment’ of up to $1.25 million in managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate). At least $500,000 in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies.
At least $750,000 in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies.
A ‘balancing investment’ of up to $1.25 million in managed fund(s) or LICs that invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate).
At least $500,000 in eligible Australian venture capital or growth private equity (VCPE) fund(s) investing in start-up and small private companies.
At least $750,000 in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies.

Application Process

Step 1

Submit Expression of Interest (“EOI”)
Apply for State nomination

Step 2

Apply for 188B/188C visa online
Application must contain supporting documentation including source of funds

Step 3

Client notified of Approval in Principle from Department of Home Affairs
Client remits funds to the 188 Universal Account Applications Trust Account and is provided with an “Investment Confirmation Statement” of their complying Investment

Step 4

Formal 188B/188C Visa approval is granted
A personal RAM Client Advisor will be assigned to you providing dedicated ongoing support

Your Dedicated Client Advisory Team

Agnes Liu

Executive Director, Senior Client Advisor

Thomas Hou

Director, Senior Client Advisor

Prissy Soo

Associate Director, Client Advisor

Christina Zhang

Principal Sales Consultant

Yuki Wang

Associate Client Advisor

About RAM™️

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Assets Under Management

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Finance Professionals

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Investment Strategies

Real Asset Management (RAM) is an Australian owned Wealth and Asset Manager specialising in Real Estate, Credit and Private Equity markets, for institutions and wealthy families globally.

RAM was founded in 2010 and has a pan-Asia presence of 5 offices in Sydney, Melbourne, Brisbane, Shanghai and Hong Kong. RAM provides more than 15 investment strategies and has a team of over 100 finance professionals managing in excess of A$3.9bn in assets.

Contact Us

Suite 3201, Level 32, Australia Square, 264 George Street, Sydney NSW 2000

Suite 2004, Level 20, Riverside Centre 123 Eagle Street, Brisbane QLD 4000

Level 46, Rialto South Tower 525 Collins Street Melbourne VIC 3000
3308, 33/F, Two Exchange Square, 8 Connaught Place, Central, Hong Kong
1542, 15F, Plaza 66 Tower 2, No.1266 West Nanjing Rd, Jing’an District, Shanghai, China
[email protected]
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