AAG Rating

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Closes 15th June 2007

$10,300 per grovelot

IRR up to 18.90%*

100% tax deduction

20 year project

 

 

 
 

Further Information

This project is now closed

 

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Great Southern Almond Income Project 2007 (Closed)


 

The Great Southern 2007 Almond Income Project is ideally structured to offer excellent taxation benefits and the potential for a sound long term income stream. Invest as little as one almondlot (total $9,364 + GST, payable over three years). Each established almondlot will be 0.25 hectares in size and will contain approximately 70 almond trees on average. 

A positive cash flow is expected for 16 years, commencing after year six, with the almond trees reaching maturity after eight years. The ongoing costs to growers are expected to exceed sales revenue until at least the year ending 30 June 2012. This could occur in other years if yields and/or prices are low and/or operating costs and expenses are high.

Each almondlot is payable and 100% tax deductible over three financial years as follows:

  • Initial payment: $5,000 + GST, payable and 100% tax deductible in 2007
  • Payment 2: $2,182 + GST, payable and 100% tax deductible in 2008
  • Payment 3: $2,182 + GST, payable and 100% tax deductible in 2009

Features

Minimum 5% cash rebate

Potential for a sound long-term income stream from the harvesting of almonds

100% tax deduction

IRR up to 18.90%

Flexible finance including interest free options and comprehensive insurance available

Closes 15th June 2007

 

 

Investment Payment Options

Minimum of 2 Grovelots is required for finance. A $250 loan establishment fee applies:

 

Term Option

Number of Instalments

Interest Rate.

1 Year

12 monthly instalments

0.0%

3 Years

36 monthly instalments

10.5%

4 Years 48 monthly instalments 10.5%

5 Years

60 monthly instalments

10.5%

7 Years

80 monthly instalments

11.0%

10 Years

120 monthly instalments

11.5%

5 years

2 year interest only, 3 years P&I

10.5%

7 years

2 year interest only, 5 years P&I

11.0%

7 years

3 year interest only, 3 years P&I

11.0%

10 years

3 years interest only, 7 years P&I

11.5%

 

 

Commissions & Cash Rebates

With tax effective investments we will receive a commission that is not paid from your investment amount. With the Great Southern Diversified Olives Income Project this is 5% commission and 5% marketing allowance. 100% of the commission is rebated at minimum:

 

Amount Invested

Commission Rebate Marketing Rebate

Total Rebate

$0 - $20,600

5%  

5%+

$20,601 - $41,200

5%  

5%+

$41,201 +

5%  

5%+

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 2 grovelots will be a 6% rebate, 5 units or more would be 8%.

 

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 (2.1mb)

Project Summary (350k)

Adviser Edge Research (970k)

AAG Research (650k)

Finance Application (790k)

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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