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Complying and Designated Investments

Important: On 1 July 2015, the Australian Government introduced a new Complying Investment framework for all Significant Investor Visa Applicants nominated on or after 1 July 2015. If your date of nomination is 1 July 2015, or later, Waratah Bonds are not a Complying Investment within the new framework. Applicants applying for Waratah Bonds as a Complying Investment will be asked to confirm their date of nomination. For all other Business Innovation and Investment visa applicants (subclass 188) and Investment Retirement visa applicants (subclass 405), Waratah Bonds are still a Designated Investment. 

Any queries relating to withdrawal requests under COVID-19 concessions are to be directed to waratahbonds@linkmarketservices.com.au. The Link Market Services team will provide the relevant information to the investor.

The information included on these pages is provided for the benefit of individuals intending to migrate to Australia. For further information regarding the classes of visa available, please refer to DIBP's website www.immi.gov.au (please note that this is an external website and the link is provided for ease of reference only).

Prior to 1 September 2014, applicants for the Australian Department of Immigration and Border Protection (DIBP) Business and Innovation visa categories (and other classes of visa), intending to settle in New South Wales, were required to invest a minimum amount in NSW Waratah Bonds (Waratah Bonds) in order to qualify for nomination by New South Wales.

If you were nominated by New South Wales after 1 September 2014 and before 1 July 2015, you are not obliged to invest in Waratah Bonds.  An investment in Waratah Bonds, however, remains a Complying Investment for Significant Investor Visa applicants.

Waratah Bonds are a safe, fee-free and commission-free alternative to managed funds.

Investment in Waratah Bonds remains a requirement for certain other classes of visa.

For more information on the features and benefits of investing in Waratah Bonds, please read the information sheet Introduction to NSW Waratah Bonds available in English or Chinese.

If you wish to apply for Waratah Bonds, please ensure you have first read the Supplementary Offer Document which governs your investment:

  • If you were nominated by New South Wales before 1 September 2014, please read the Supplementary Offer Document No. 1 which is available here.
  • If you were nominated between 1 September 2014 and 1 July 2015, please read the Supplementary Offer Document No. 2 which is available here.

Please also read the Frequently Asked Questions for detailed information.

Applicants are encouraged to open an Australian dollar bank account with a financial institution operating in Australia early in the visa application process.  Information on opening an Australian bank account can be found here.

If you will be using the services of a third party (e.g. a Migration Agent) to act for you in setting up your Waratah Bonds investment, both you and your agent must execute an authority form which is available here, and supply the original executed form to the Registry.

If you are applying for Waratah Bonds in your own name or in the name of your company or trust, please complete the Application Form here.

If the application is to be lodged by an Australian Managed Fund investor, please complete the Application Form here.

US Citizens: Waratah Bonds have not been and will not be registered under the United States of America Securities Act or the securities laws of any state of the United States (as defined in Regulation S under the Securities Act of 1993 [as amended]).  Waratah Bonds may not be offered or sold within the United States of America.

For further information on Waratah Bonds, please contact us.

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