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SYNERGY	
  FX	
  	
  
SIGNIFICANT	
  INVESTOR	
  VISA
	
  
	
  
	
  
Synergy	
  FX	
  Financial	
  Markets	
  
	
  
Australia	
  welcomes	
  you	
  as	
  a	
  Significant	
  Investor.	
  
	
  
This	
  is	
  your	
  invitation	
  to	
  access	
  superior	
  investment	
  potential	
  in	
  
Australia	
  with	
  leading	
  broker	
  Synergy	
  FX	
  Financial	
  Markets,	
  and	
  
gain	
  Australian	
  residential	
  status.	
  
	
  
A	
  government	
  initiative	
  revised	
  in	
  July	
  2015,	
  this	
  visa	
  program	
  
seeks	
  to	
  attract	
  prominent	
  overseas	
  business	
  people	
  who	
  have	
  
demonstrated	
   experience	
   and	
   success	
   in	
   business	
   or	
  
investment.	
  
	
  	
  
Synergy	
  Financial	
  Markets	
  is	
  perfectly	
  positioned	
  to	
  assist	
  you	
  
take	
  advantage	
  of	
  this	
  exciting	
  opportunity.	
  
	
  
Why	
  Australia?	
  
Australia's	
   economic	
   resilience	
   and	
   potential	
   provides	
   a	
   safe	
  
low-­‐risk	
  environment	
  in	
  which	
  to	
  do	
  business.	
  With	
  24	
  years	
  of	
  
uninterrupted	
  growth,	
  a	
  triple	
  'A'	
  rating	
  and	
  increasing	
  ties	
  to	
  
Asia,	
  the	
  Australian	
  economy	
  encourages	
  confidence	
  into	
  the	
  
future.	
  	
  
	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
Initially	
  a	
  provisional	
  four	
  year	
  residency,	
  later	
  you	
  can	
  progress	
  
your	
  application	
  to	
  permanent	
  residency	
  status.	
  
	
  
The	
  Synergy	
  Financial	
  Markets	
  Advantage	
  
Synergy	
   is	
   your	
   one-­‐stop	
   shop	
   for	
   your	
   visa	
   application	
   and	
  
investment	
  program.	
  
	
  	
  
As	
   a	
   significant	
   investor,	
   you	
   need	
   to	
   invest	
   $A5	
   million	
   into	
  
complying	
   Australian	
   investments	
   including	
   $1.5	
   million	
   in	
  
managed	
  funds.	
  
	
  
With	
   Synergy	
   you	
   have	
   access	
   to	
   a	
   history	
   of	
   profitable	
  
regulated	
  investment	
  opportunities	
  that	
  conform	
  to	
  the	
  visa's	
  
strict	
  guidelines.	
  	
  
	
  
To	
  assist,	
  we	
  employ	
  a	
  specialist	
  team	
  dealing	
  specifically	
  with	
  
Chinese	
  investors,	
  and	
  our	
  well-­‐established	
  client	
  base	
  in	
  China	
  
is	
  testimony	
  to	
  our	
  success.	
  
	
  
Safety	
  
We	
   understand	
   that	
   safety	
   of	
   your	
   funds	
   is	
   of	
   prime	
  
importance,	
  and	
  that's	
  why	
  we	
  ensure	
  your	
  money	
  is	
  deposited	
  
at	
   Australian	
   banks	
   that	
   are	
   rated	
   within	
   the	
   world's	
   top	
   20	
  
most	
   secure	
   financial	
   institutions.	
   (Source:	
   Global	
   Finance	
  
World's	
  Top	
  50	
  Safest	
  Banks	
  2015)	
  
	
  
Investing	
  with	
  Synergy	
  has	
  no	
  establishment	
  costs.	
  Our	
  equities	
  
products	
  have	
  a	
  history	
  of	
  profitable	
  performance	
  that	
  provide	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
you	
   with	
   the	
   best	
   opportunities	
   for	
   immediate	
   investment	
  
returns	
  in	
  a	
  carefully	
  risk-­‐managed	
  environment.	
  
	
  
Our	
  clients	
  
At	
  Synergy	
  we	
  work	
  with	
  thousands	
  of	
  clients	
  and	
  hundreds	
  of	
  
investors	
   around	
   the	
   globe,	
   including	
   our	
   Asian	
   client	
   base	
  
which	
  is	
  showing	
  strong	
  growth.	
  
	
  	
  
Ease	
  of	
  access	
  
To	
   make	
   the	
   process	
   easier,	
   our	
   team	
   works	
   closely	
   with	
  
migration	
   agencies	
   and	
   government	
   departments	
   to	
   assist	
  
wherever	
  we	
  can.	
  Enjoy	
  the	
  comfort	
  of	
  working	
  in	
  your	
  native	
  
language	
  with	
  a	
  team	
  that	
  understands	
  the	
  process.	
  
	
  
To	
  apply	
  
Talk	
   to	
   us	
   at	
   +61	
   2	
   8274	
   2600,	
   or	
   email	
   us	
   at	
  
support@synergyfx.com.au.	
  
	
  
Start	
  your	
  visa	
  application	
  process	
  by	
  submitting	
  an	
  Expression	
  
of	
   Interest	
   at	
   SkillSelect	
   here:	
  
https://www.border.gov.au/Busi/Empl/skillselect	
  
	
  
Requirements	
  
You	
  must:	
  
•	
  Have	
  at	
  least	
  A$5	
  million	
  in	
  assets	
  that	
  are	
  unencumbered,	
  
lawfully	
  acquired	
  and	
  readily	
  available	
  for	
  transfer	
  to	
  Australia.	
  
•	
  Commit	
   to	
   investing	
   at	
   least	
   A$5	
   million	
   in	
   complying	
  
investments	
  as	
  defined	
  by	
  the	
  Austrade	
  complying	
  investment	
  
framework	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
•	
  Provide	
   details	
   of	
   your	
   complying	
   investment	
   intentions	
   in	
  
your	
   application	
   form.	
   Synergy	
   Financial	
   Markets	
   can	
   assist	
  
with	
  this	
  process.	
  
	
  
You	
  may	
  also	
  like	
  to	
  know	
  
There	
   is	
   a	
   requirement	
   that	
   you	
   spend	
   40	
   days	
   average	
   per	
  
year	
  within	
  Australia	
  while	
  on	
  the	
  provisional	
  visa.	
  
	
  
Your	
   initial	
   online	
   submission	
   is	
   generally	
   processed	
   within	
   a	
  
week	
  or	
  so.	
  
	
  
There	
  are	
  application	
  costs	
  –	
  an	
  initial	
  fee	
  and	
  a	
  visa	
  application	
  
cost.	
   The	
   visa	
   costs	
   vary	
   depending	
   on	
   the	
   number	
   of	
   adults	
  
and	
  children	
  in	
  your	
  family.	
  
	
  
Investment	
  Options	
  
	
  
There	
   are	
   three	
   broad	
   groups	
   of	
   investments	
   that	
   must	
   be	
  
undertaken	
   as	
   indicated	
   in	
   the	
   diagram	
   below.	
   (Diagram	
  
courtesy	
  of	
  Austrade)	
  
	
  
Venture	
   capital	
  
requirement	
  (VCPE)	
  
	
  
Minimum	
   investment	
  
$A500,000.	
  
	
  
Synergy	
   has	
   established	
  
its	
   own	
   fully	
   compliant	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
venture	
   capital	
   fund	
   conforming	
   to	
   Austrade	
   framework	
  
guidelines.	
   	
   We	
   analyse	
   opportunities	
   regularly	
   on	
   a	
   case	
   by	
  
case	
   basis	
   to	
   ensure	
   the	
   highest	
   likelihood	
   of	
   performance.	
  
There	
  are	
  many	
  possible	
  new	
  ventures,	
  but	
  it	
  is	
  very	
  important	
  
to	
  select	
  only	
  the	
  chosen	
  few	
  that	
  our	
  analysts	
  believe	
  provide	
  
the	
  greatest	
  security	
  of	
  funds	
  alongside	
  potential	
  performance.	
  
Synergy	
  offers	
  a	
  Managed	
  Account	
  Initial	
  Public	
  Offering	
  (IPO)	
  
specifically	
  aimed	
  at	
  satisfying	
  this	
  role.	
  
	
  
This	
   is	
   the	
   section	
   of	
   the	
   visa	
   investment	
   process	
   that	
   the	
  
government	
   knows	
   represents	
   the	
   most	
   speculative	
  
component.	
   We	
   understand	
   this	
   and	
   pride	
   ourselves	
   on	
   our	
  
analytical	
  approach	
  and	
  careful	
  stock	
  selection.	
  
	
  
Emerging	
  companies	
  requirement	
  
	
  
Minimum	
  investment	
  $A1,500,000.	
  
	
  
Our	
   specialists	
   view	
   emerging	
   companies	
   from	
   every	
   angle,	
  
using	
  a	
  range	
  of	
  metrics	
  to	
  identify	
  under	
  valued	
  companies.	
  
These	
  are	
  examined	
  in	
  detail	
  to	
  determine	
  whether	
  they	
  have	
  
potential	
   to	
   out-­‐perform	
   the	
   market,	
   given	
   global	
   macro	
  
economic	
  considerations.	
  
	
  
Our	
  careful	
  selection	
  process	
  will	
  use	
  and	
  consider:	
  
•	
  Fundamental	
  and	
  technical	
  filters	
  
•	
  Emerging	
  trends	
  in	
  commodities	
  
•	
  Market	
  sector	
  analysis	
  
•	
  The	
  company's	
  fundamental	
  and	
  technical	
  make-­‐up.	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
•	
  Who	
  is	
  the	
  management	
  of	
  the	
  company	
  
•	
  If	
  the	
  company	
  is	
  currently	
  under	
  valued	
  
•	
  Whether	
  there	
  is	
  any	
  currency	
  advantage	
  
•	
  The	
  company	
  exposure	
  to	
  commodity	
  prices	
  
	
  
We	
  also	
  conduct:	
  
•	
  Interviews	
  with	
  key	
  stakeholders	
  
•	
  Personal	
  inspections	
  
•	
  Qualified	
  professional	
  evaluations	
  (e.g.	
  using	
  geologists)	
  	
  
	
  
As	
  these	
  are	
  often	
  buy	
  and	
  hold	
  investments	
  we	
  consider	
  the	
  
deployment	
   of	
   a	
   risk	
   management	
   strategy	
   using	
   derivative	
  
hedging	
  to	
  keep	
  risk	
  at	
  an	
  acceptable	
  level.	
  
	
  
Balancing	
  Investment	
  
	
  
The	
  remainder	
  of	
  your	
  investment	
  can	
  be	
  spread	
  between:	
  
•	
  Equities	
  
•	
  Bonds/notes	
  
•	
  Real	
  Estate	
  
•	
  Annuities	
  
•	
  Managed	
  funds	
  
	
  
Each	
   class	
   has	
   special	
   provisions.	
   At	
   Synergy,	
   we	
   include	
   and	
  
recommend	
   in	
   this	
   section	
   our	
   proven	
   proprietary	
   equities	
  
trading	
   model	
   that	
   targets	
   capital	
   growth	
   above	
   30%	
   per	
  
annum.	
  
	
  
 	
  	
  
	
  	
  	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
Despite	
   the	
   provisions	
   in	
   each	
   asset	
   class,	
   a	
   broad	
   range	
   of	
  
options	
  can	
  be	
  tailored	
  to	
  your	
  individual	
  needs	
  and	
  personal	
  
preference.	
  
	
  
	
  
	
  
Contact	
  Us	
  
	
  
	
  
http://www.synergyfxfundsmanagement.com/	
  
	
  
	
  

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Australia Significant Investor Visa Guide

  • 1.                                       SYNERGY  FX     SIGNIFICANT  INVESTOR  VISA       Synergy  FX  Financial  Markets     Australia  welcomes  you  as  a  Significant  Investor.     This  is  your  invitation  to  access  superior  investment  potential  in   Australia  with  leading  broker  Synergy  FX  Financial  Markets,  and   gain  Australian  residential  status.     A  government  initiative  revised  in  July  2015,  this  visa  program   seeks  to  attract  prominent  overseas  business  people  who  have   demonstrated   experience   and   success   in   business   or   investment.       Synergy  Financial  Markets  is  perfectly  positioned  to  assist  you   take  advantage  of  this  exciting  opportunity.     Why  Australia?   Australia's   economic   resilience   and   potential   provides   a   safe   low-­‐risk  environment  in  which  to  do  business.  With  24  years  of   uninterrupted  growth,  a  triple  'A'  rating  and  increasing  ties  to   Asia,  the  Australian  economy  encourages  confidence  into  the   future.      
  • 2.                                   Initially  a  provisional  four  year  residency,  later  you  can  progress   your  application  to  permanent  residency  status.     The  Synergy  Financial  Markets  Advantage   Synergy   is   your   one-­‐stop   shop   for   your   visa   application   and   investment  program.       As   a   significant   investor,   you   need   to   invest   $A5   million   into   complying   Australian   investments   including   $1.5   million   in   managed  funds.     With   Synergy   you   have   access   to   a   history   of   profitable   regulated  investment  opportunities  that  conform  to  the  visa's   strict  guidelines.       To  assist,  we  employ  a  specialist  team  dealing  specifically  with   Chinese  investors,  and  our  well-­‐established  client  base  in  China   is  testimony  to  our  success.     Safety   We   understand   that   safety   of   your   funds   is   of   prime   importance,  and  that's  why  we  ensure  your  money  is  deposited   at   Australian   banks   that   are   rated   within   the   world's   top   20   most   secure   financial   institutions.   (Source:   Global   Finance   World's  Top  50  Safest  Banks  2015)     Investing  with  Synergy  has  no  establishment  costs.  Our  equities   products  have  a  history  of  profitable  performance  that  provide  
  • 3.                                   you   with   the   best   opportunities   for   immediate   investment   returns  in  a  carefully  risk-­‐managed  environment.     Our  clients   At  Synergy  we  work  with  thousands  of  clients  and  hundreds  of   investors   around   the   globe,   including   our   Asian   client   base   which  is  showing  strong  growth.       Ease  of  access   To   make   the   process   easier,   our   team   works   closely   with   migration   agencies   and   government   departments   to   assist   wherever  we  can.  Enjoy  the  comfort  of  working  in  your  native   language  with  a  team  that  understands  the  process.     To  apply   Talk   to   us   at   +61   2   8274   2600,   or   email   us   at   support@synergyfx.com.au.     Start  your  visa  application  process  by  submitting  an  Expression   of   Interest   at   SkillSelect   here:   https://www.border.gov.au/Busi/Empl/skillselect     Requirements   You  must:   •  Have  at  least  A$5  million  in  assets  that  are  unencumbered,   lawfully  acquired  and  readily  available  for  transfer  to  Australia.   •  Commit   to   investing   at   least   A$5   million   in   complying   investments  as  defined  by  the  Austrade  complying  investment   framework  
  • 4.                                   •  Provide   details   of   your   complying   investment   intentions   in   your   application   form.   Synergy   Financial   Markets   can   assist   with  this  process.     You  may  also  like  to  know   There   is   a   requirement   that   you   spend   40   days   average   per   year  within  Australia  while  on  the  provisional  visa.     Your   initial   online   submission   is   generally   processed   within   a   week  or  so.     There  are  application  costs  –  an  initial  fee  and  a  visa  application   cost.   The   visa   costs   vary   depending   on   the   number   of   adults   and  children  in  your  family.     Investment  Options     There   are   three   broad   groups   of   investments   that   must   be   undertaken   as   indicated   in   the   diagram   below.   (Diagram   courtesy  of  Austrade)     Venture   capital   requirement  (VCPE)     Minimum   investment   $A500,000.     Synergy   has   established   its   own   fully   compliant  
  • 5.                                   venture   capital   fund   conforming   to   Austrade   framework   guidelines.     We   analyse   opportunities   regularly   on   a   case   by   case   basis   to   ensure   the   highest   likelihood   of   performance.   There  are  many  possible  new  ventures,  but  it  is  very  important   to  select  only  the  chosen  few  that  our  analysts  believe  provide   the  greatest  security  of  funds  alongside  potential  performance.   Synergy  offers  a  Managed  Account  Initial  Public  Offering  (IPO)   specifically  aimed  at  satisfying  this  role.     This   is   the   section   of   the   visa   investment   process   that   the   government   knows   represents   the   most   speculative   component.   We   understand   this   and   pride   ourselves   on   our   analytical  approach  and  careful  stock  selection.     Emerging  companies  requirement     Minimum  investment  $A1,500,000.     Our   specialists   view   emerging   companies   from   every   angle,   using  a  range  of  metrics  to  identify  under  valued  companies.   These  are  examined  in  detail  to  determine  whether  they  have   potential   to   out-­‐perform   the   market,   given   global   macro   economic  considerations.     Our  careful  selection  process  will  use  and  consider:   •  Fundamental  and  technical  filters   •  Emerging  trends  in  commodities   •  Market  sector  analysis   •  The  company's  fundamental  and  technical  make-­‐up.  
  • 6.                                   •  Who  is  the  management  of  the  company   •  If  the  company  is  currently  under  valued   •  Whether  there  is  any  currency  advantage   •  The  company  exposure  to  commodity  prices     We  also  conduct:   •  Interviews  with  key  stakeholders   •  Personal  inspections   •  Qualified  professional  evaluations  (e.g.  using  geologists)       As  these  are  often  buy  and  hold  investments  we  consider  the   deployment   of   a   risk   management   strategy   using   derivative   hedging  to  keep  risk  at  an  acceptable  level.     Balancing  Investment     The  remainder  of  your  investment  can  be  spread  between:   •  Equities   •  Bonds/notes   •  Real  Estate   •  Annuities   •  Managed  funds     Each   class   has   special   provisions.   At   Synergy,   we   include   and   recommend   in   this   section   our   proven   proprietary   equities   trading   model   that   targets   capital   growth   above   30%   per   annum.    
  • 7.                                   Despite   the   provisions   in   each   asset   class,   a   broad   range   of   options  can  be  tailored  to  your  individual  needs  and  personal   preference.         Contact  Us       http://www.synergyfxfundsmanagement.com/