Adviser Edge Rating

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$3,465 per woodlot

IRR up to 9.40%

100% tax deduction

Two plantation options

3 investment options

4 star Adviser Edge rating

 

 
 

Further Details

If you would like a hard copy of the Product Disclosure Statement sent to you please complete the following form or download information:

 

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FEA Plantations Project 2007


FEA Plantations Project 2007 involves the establishment of 3,000 hectares of plantations of mainly eucalyptus species, which will be located in either Tasmania, northern New South Wales or south east  Queensland. Growers are given the opportunity to participate in the business of growing eucalypt trees on ½ hectare woodlots with two plantation options. The eucalypt species being grown is appropriate for each site, having regard to climate, soil and site factors relevant to the particular location and is suitable for both pulp and solid wood products. 

 

The objective of the Project is to grow, harvest and market timber for the highest overall price FEA Plantations Ltd  can achieve taking into account the proposed end use of the timber, e.g., for use by processors in the manufacture of fine paper, sawn timber products, etc.  The Project is FEA Plantations’ 15th consecutive offering.

 

 

The Investment

The initial management and establishment fee is $3,465 (inc.GST) per Woodlot (0.5 hectare), this is deductible in the year of investment. There are no on going rent or maintenance fees payable by Growers during the course of the Project under option 1. The combination of rent under the lease of the forestry right granted to Growers plus management fees for maintenance of the plantations, together amounts to 15% of harvest proceeds.

Investors have the choice of three plantation options:

 

 

Option 1

Option 2

Option 3

Per Woodlot

Eucalyptus Pulpwood / Structural Sawn Timber Eucalyptus Veneer / Select Grade Sawn Timber Blend of Options 1 & 2, ratio of 3 to 1

Investment Term

13 years 16 years 16 years

Thinning

year 9 year 9 year 9

Application

$3,465 (inc GST) $3,465 (in GST) $13,860 (in GST)

 

 

Features

Up to 6% cash rebate (see below)

$3,465 per woodlot

Two plantation options

Harvest in year 9 and at final harvest (year 13 or 16 depending on option)

100% tax deduction for investment amount

Finance option available

 

Finance Options

No deposit required for 3 or 5 year terms. Automatic acceptance of 12 months interest free loans for up to $500,000. Applications fees waived, low documentation for finance of up to $30,000.

 

Term Option

Number of Instalments

Interest Rate.

1 Year

12 monthly Nil

3 Years

3 years P&I 9.50% fixed

5 Years

5 years P&I 9.75% fixed

 6 Years

6 years P&I (opt 3 only) 9.75% fixed

 7 Years

7 years P&I 10.00% fixed

9 Years

9 years P&I (opt 3 only) 10.00% fixed

10 Years

10 years P&I 10.50% fixed

12 Years

12 years P&I (opt 3 only) 10.50% fixed

 

 

Commissions & Cash Rebates

With tax effective investments we will receive a brokerage payment consisting of a 'commission' & 'marketing allowance' which is paid from the company that you invest with.  It is not deducted from your invested funds. With regards to FEA Plantations, Fundbroker will receive an 8% commission and a 0% marketing allowance, making a total brokerage of 8% of the amount invested.  We will provide a cash commission rebate as a percentage of the funds you invest as shown in the table below:

 

Amount Invested

Commission Rebate Marketing Rebate

Total Rebate

$3,465 - $17,325

4% 0%

4%

$17,326 - $48,510

5% 0%

5%

$48,511 +

6% 0%

6%

 

The cash rebate is paid to you as soon as we receive our commission payment ex GST, note the investment amount corresponds to the number of units, eg 4 lots will be a 4% rebate, 15 units or more would be 6%.

 

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

Product Disclosure Statement (2.9mb)

Project Summary (940k)

Adviser Edge Research (660k)

Finance Application (1.1mb)

Finance Information (1.2mb)

ATO Product Ruling (180k)

 

 

 

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.

With all of these types of investments you should seek independent taxation advice to determine whether this investment suits your circumstances. Please read the important information section.

By listing this investment on our site we are by no means endorsing this investment, manager or product.

* IRR upper range from independent research report



   
   
 
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