The Great Southern 2008 Future Forestry Investment provides the opportunity to invest in two ways:

• You can invest in hardwood timber plantations in various regions across Australia, through the Great Southern 2008 Renewable Fibre Project ("Tree Project"); and
• You can invest in the prime agricultural land on which a large majority of the plantations are to be grown, through the Great Southern 2008 Forestry Land Trust ("Land Trust").

The investments are not stapled, investors can invest in just the Tree Project, or can can elect to also invest in the Land Trust. Each woodlot in the Tree Project costs $2,850 (+GST). Units in the Land Trust costs $500 each. Expected from the Land Trust from three different sources: any growth in the value of the land from the encumbered value at which it was acquired; rent or land fees paid at the time of receipt of harvest proceeds; and a share of any proceeds received from environmental entitlements such as carbon credits.

 

Features

Up to 8% cash rebate (see below)

$3,135 (inc GST) per woodlot, $500 for the Land Trust

harvest in 8-12 years

IRR up to 9.16%*

100% tax deduction for investment amount

 

 

Investment Payment Options

You are able to invest in this project using cash, or you can access the 100% finance option from the Great Southern Group. The various options are shown in the table below:

 

 

 

Commissions & Cash Rebates

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

 

 

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 woodlots will be a 6% rebate, 5  units would be 7%. No rebate applies to investment in the Land Trust.

 

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):

 

 

 

 

 

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