Form 1413 · Business and investment
Declaration in Relation to Managed Funds
What this official form is for and who lodges it. The form itself is only ever the Department's own document; nothing is completed or submitted here.
Dated factual snapshot · captured 2026-07-15
Departmental form summaries: a searchable copy of published facts from an earlier capture. Records are not rechecked for each release and may have changed or been withdrawn. Confirm the current record at the official source before relying on it.
Source: Australian Government Department of Home Affairs. Official source · Creative Commons Attribution 3.0 Australia.
About this copy
Original factual summaries describing what each official form is for and who lodges it. No form fields, layout or text are reproduced; the official PDF remains the only form.
Platform-authored navigation; no lawyer or registered migration agent reviewed this catalogue. It does not assess eligibility, points or suitability for any person.
Purpose
This form is a fund manager's declaration confirming to the Department of Home Affairs that a managed fund meets the definition in Regulation 1.03 of the Migration Regulations 1994 and will limit its investment to the categories permitted for a Significant Investor stream applicant.
Who lodges it
The relevant fund manager completes the declaration and fund details, while the primary visa applicant provides their own client details.
When it is used
It is relevant to subclass 188 Significant Investor stream applications where the original visa was lodged before 1 July 2015; applications lodged on or after that date use form 1413D instead.
Official form
Open the Department's own PDF or instructions page.
Open official form 1413 ↗