This project is now closed, however the Macquarie Forestry Project 2007 is open - more

 

The Project

You can choose to invest in either the Macquarie Eucalypt Project 2006 (the Tree Project), the Macquarie Timber Land Trust 2006 (the Land Trust) or both. The minimum application amount for the Tree Project is $9,130 (including $830 GST) which gives you one Interest in the Tree Project. The minimum application amount for the Land Trust is $1,950 which gives you one Unit in the Land Trust.

 

Tree Project Summary

Ownership of the trees to be planted on one hectare of plantation land per Interest

The comfort that Midway Pty Ltd, one of Australia’s leading exporters of pulpwood, will buy your trees when they are ready for harvest

A simple “set and forget” investment with no annual maintenance fees, management fees or rental fees payable prior to harvest of the trees

100% of any Carbon Benefits belong to you

The potential to receive a 100% tax deduction for the application price of $9,130 (including $830 GST) per Interest

The potential to borrow up to 100% of your investment amount from Macquarie Bank^# (subject to approvals) with the potential to receive a tax deduction for your interest payments

Land Trust Summary:

Exposure to an investment in plantable land with an expected unencumbered value of $5,450 per hectare for the application price of $1,920 per Unit
A commitment by Macquarie Financial Products Management Limited (MFPML) to sell the forestry land after the trees have been harvested and to distribute 10% of the net harvest proceeds from the Tree Project to you as rental for the term of the lease
The potential for any capital gain on the land to be taxed at concessional CGT rates
The potential to borrow up to 100% of your investment amount from Macquarie Bank (subject to approvals) with the potential to receive a tax deduction for your interest payments

 

Features

Up to 6% cash rebate (see below)

$9,020 (inc GST) per woodlot (1 hectare)

$1.920 per land trust unit (optional)

harvest in 11.5 years

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 Rewards Group. The various options are shown in the table below (note monthly repayments are based on a per woodlot investment basis):

 

 

 

Commissions & Cash Rebates

With tax effective investments we will receive a commission that is not paid from your investment amount. With the Macquarie Forestry Project this is 8% commission. Commission is rebated depending upon the amount invest as shown in the table below:

 

 

The cash rebate is paid to you as soon as we receive our commission payment ex GST.

 

 

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