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Introduction
NZ licensing
IAA and introduction in 2008
General requirements
Prohibiting overseas unlicensed adviser (v Australia)
TTMR Act
INZ (v DIBP ?)
Dedicated adviser email and phone support
General helpfulness
What makes NZ attractive
Migration related
Direct residence (v Australia ceasing soon)
Flexible investments – real estate
University subsidies (v removed in Australia in 2018)
NZ citizenship – Subclass 444 for Australia
Other (non migration)
“NEW Zealand: it’s like Australia, but better.”
Tolerant society
Quality of life
Social support & Medical
Pension for all at 65 – $900 fortnight single, $681 each for couple
Natural beauty
Did NOT have mining boom (Australia’s complacency)
Current Australian PR can also come to NZ
Why – eg. university subsidies
Residence valid for stay period
Direct property purchase from Conrad (not just migration)
Residence v Permanent Residence
Differences and process
Investor visas
Investor 1
Investor 2
Previous Investor / Investor plus
Table showing key features of Investor 1 and 2
Points system explanation
Calculation of points
History of selection
Recommending points level (and investment level)
Processing
EOI
visa application and processing time
AIP
Investments and evidence
Residence visa and travel conditions
Evidence at 2nd year anniversary
Evidence at 4th year
Applying for permanent residence
Transfer of funds
v Australia
Joint accounts etc
Key differences between Investor 2 and Australia 188 $1.5m
Source of funds (personal/gifted/home assets used v investment/business derived)
Age (65 v 54)
Children max age (24 v 22)
Return (potential high returns v low yield)
Transfer period (within 12 months v 1-2 months)
Experience (management/investing v senior management)
Benefits (temporary v residence)
Stay requirement (2 years v 1.2years)
Residence (5/1yr renewal v indefinite)
More information on how to manage applications
Comparison of resources in Au v NZ
PAMS v Ops manual
Adviser email / phone
Strong candidates for NZ v Australia
Children who are >22 and <25 (not eligible for Australia)
Seeking higher yield investments
Children attending university (no subsidies in Australia from 2018)
Need to use personal assets/house to make investment
Gifted investment funds from parents / other sources
From countries that don't allow dual citizenship (Permanent residence = defacto citizenship)
Other resources
Marketing information
NZ Now
Who to contact
Are you able to organise similar presentation for each state?