- Wealth Management
New Zealand AIP Balanced Investment Solutions
- Overview
What Is New Zealand’s Active Investor Plus Visa (AIP)
The Active Investor Plus Visa is New Zealand’s investment migration visa for high-net-worth investors worldwide. By making an acceptable New Zealand investment that meets the required criteria, and maintaining that investment while satisfying the relevant residency requirements over the specified period, applicants and their eligible family members may live, work, and study in New Zealand, and subsequently apply for a permanent resident visa.
For fund managers, AIP is more than an immigration policy — it is an important platform connecting international capital with high-quality local investment opportunities in New Zealand, opening up new market space for cross-border fund raising and long-term asset management.
- Investment Categories
The Balanced Category supports a broader range of asset allocations. In addition to eligible direct investments and managed funds, qualifying investments may also include listed equities, bonds, property development, and philanthropic donations — offering greater choice and more flexible allocation.
NZ$10 Million AIP Balanced Category Requirements
Key requirements
NZ$10 million
5 years
The following asset classes qualify under this category
provided the underlying assets meet AIP requirements
- Eligible investment areas include
What Investments Qualify for AIP Balanced?
Listed Equities
Applicants may invest in qualifying New Zealand listed equities. This typically includes shares listed on the New Zealand stock exchange, invested in New Zealand resident entities or related compliant products.
Bonds
Applicants may invest in qualifying New Zealand bonds, such as those issued by the New Zealand government, local government, rated corporates, registered banks, or financial institutions.
Property Development
Funds may be used for new residential, commercial, or industrial property developments, or for value-add redevelopment of existing commercial and industrial properties.
Philanthropic Donations
The Balanced Category may include qualifying philanthropic donations.
Direct Investments
The Balanced Category may include qualifying direct investments.
Managed Funds
The Balanced Category may include qualifying managed funds.
* The above information provides a general overview of New Zealand’s investment immigration policy only and does not constitute immigration, legal, tax, financial or investment advice. Whether a particular investment qualifies as an eligible investment, and whether a product is required to obtain any relevant recognition or be included on an applicable list, will be subject to the New Zealand immigration policy in force at the time of investment and the assessment of the relevant authorities.
- New Zealand: Stability, Livability, and Long-Term Planning Advantages
Why Choose New Zealand's AIP Investor Visa?
A mature rule of law, a transparent policy environment, and robust governance make New Zealand well suited for long-term residency and asset allocation.
An English-language education system with strong international recognition makes New Zealand a compelling option for family members’ long-term residence and the next generation’s development.
The overall tax framework is relatively straightforward. At the time of writing, New Zealand does not generally impose inheritance tax or broad-based wealth tax, offering certain advantages for wealth planning. (Individual tax outcomes depend on individual tax residency status, asset type, and and applicable laws.)
New Zealand offers an outstanding natural environment and low population density, with close connections to Australia and the wider Asia-Pacific region, facilitating cross-border living and asset arrangements.
- Overview of Boman New Zealand AIP Fund Solutions
Boman NZ AIP Balanced Fund
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Frequently Asked Questions
1. What is the minimum investment for New Zealand’s AIP Balanced Category?
The AIP Balanced Category requires a minimum of NZD 10 million in acceptable New Zealand investments over a 60-month investment period. Applicants must also satisfy the applicable immigration requirements.
2. What investments are acceptable under the AIP Balanced Category?
Acceptable investments under the AIP Balanced Category may include managed funds, direct investments, listed equities, eligible bonds, qualifying property developments and philanthropy, subject to the applicable eligibility requirements.
Not all investments within these categories automatically qualify for AIP purposes. Eligibility is determined in accordance with the applicable New Zealand immigration investment rules.
3. What is the Boman NZ AIP Balanced Fund?
The Boman NZ AIP Balanced Fund is a proposed managed investment fund being developed by Boman Group, with reference to New Zealand’s Active Investor Plus (AIP) Visa Balanced Category.
Its proposed strategy focuses on New Zealand commercial real estate debt, particularly first mortgage lending.
4. What is the minimum subscription amount for the Boman NZ AIP Balanced Fund?
The fund’s indicative minimum subscription is NZD 1 million, subject to its final offering documents.
This is not the same as the NZD 10 million minimum investment requirement for the AIP Balanced Visa category.
5. What investment strategy does the Boman NZ AIP Balanced Fund follow?
The proposed fund intends to focus on first mortgage loans secured by New Zealand property assets, including selected residential development, commercial, industrial, logistics and mixed-use property projects.
Its investment selection framework considers collateral quality, loan-to-value ratios, borrower repayment capacity and exit strategies.
6. Does the Boman NZ AIP Balanced Fund pay regular distributions?
The fund’s preliminary terms contemplate quarterly distributions with a target annualized distribution rate of 3.00% plus BKBM*.
*The target rate and distribution frequency are indicative only and are not guaranteed. Final arrangements will be set out in the fund’s formal offering documents.
7. Is the Boman NZ AIP Balanced Fund approved for the AIP Visa?
The fund is currently under development, with its proposed investment strategy taking into consideration the New Zealand AIP Balanced Category requirements.
The fund’s eligibility as an acceptable investment for AIP purposes will be subject to assessment under the applicable New Zealand immigration investment rules.
Investors should not assume that participation in the proposed fund will satisfy visa investment requirements. Any eligibility assessment must follow the applicable New Zealand immigration investment rules.
8. How can investors contact Boman Group about its New Zealand AIP investment strategy?
Eligible wholesale, qualifying and institutional investors can contact Boman Group for general information about the proposed fund.
Key Terms of the Proposed Fund
The Boman NZ AIP Balanced Fund is a proposed managed investment fund developed for eligible investors considering New Zealand’s Active Investor Plus (AIP) Visa Balanced Category.
Important Information
The fund is currently under development. All indicative terms, investment objectives and proposed distribution arrangements are subject to change and will be governed by the final Information Memorandum and applicable legal documents.
The fund’s indicative NZD 1 million minimum subscription is separate from the NZD 10 million minimum investment requirement under the AIP Balanced Category. The fund’s proposed 24-month minimum investment term is separate from and does not replace the visa’s 60-month investment requirement. Any redemption will be subject to the fund’s final terms and applicable liquidity arrangements. Investors should consider their ongoing investment requirements under the AIP Visa framework.
Target distributions are not guaranteed. The fund’s eligibility for AIP purposes must be assessed under the applicable New Zealand immigration investment rules.
Information about the proposed fund is intended for eligible wholesale, qualifying and institutional investors only, subject to applicable laws and regulatory requirements.
Disclaimer:
The information on this website is provided for general information purposes only and does not constitute an offer to invest or personal financial, legal, tax or immigration advice. Any investment opportunity will be subject to the final offering documents and applicable eligibility requirements. Prospective investors should consider seeking independent professional advice before making an investment decision.
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