Newport Asset Management
Newport Asset Management is an Australian based specialist investment adviser with a global focus
Our 20 years of experience in portfolio research, construction and management provides us with unique insights into investing across all asset classes both globally & in the Asia Pacific region.
Newport Asset Management does not perform custodian duties; we are specialists in providing asset allocation, investment selection, portfolio construction, modelling, administration & wholesale trustee services to our clients.
Family Office Service
Every family is unique and so is every family office. We therefore provide a full range of family and individual services that can be tailored to provide the support you need to suit your specific circumstances.
Whether we provide a full family office service, or work in partnership with your existing family office, we act as trusted advisers rather than just service providers.
Our clients’ goals and priorities are at the heart of what we do and so we place great importance in developing close working relationships.
Our Family Office structures can be based in Australia and Singapore.
The Australian Federal Government has introduced a new Significant Investor Visa (“ SIV ”) to provide high-net-worth individuals with the ability to apply for an Australian visa and permanent residency on the basis of a minimum investment in Australia of AUD 5 million for a minimum of four years.
From 1 July 2015, SIV applicants will be required to invest at least $5 million in complying investments, which must now include:
•At least $500,000 in eligible Australian venture capital or growth private equity (VCPE) fund(s)
•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 $3 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).