The Macquarie Forestry Investment 2008  provides you with the opportunity to invest in Australian plantation forestry with an experienced investment manager.  By investing with Macquarie, you will receive the benefit of the comprehensive risk management and operational framework of the Macquarie Group and a long term commitment to managing your investment.

Your forestry business will grow plantation trees in Victoria with expert support at all stages of the process.  Once fully grown, the trees will be harvested and the woodchips sold on your behalf.

With the Macquarie Forestry Investment 2008 you have the choice of investing in land as well as trees.  The value of the land may reduce the overall risk of investing by providing an additional source of income at maturity

Tree Project Summary

You can purchase interests in the tree project, the minimum is 4 interests which will give a total of 1 hectare of land with harvest in approximately 11.5  years. The application price is $2,200 per interest, with a minimum of 4 (minimum application $8,800 in GST).

 

Land Trust Summary

By investing in the land trust you will receive 10% of the net harvest proceeds as rental income. You will also receive any net proceeds from the sale of your land (if sold) once the trees have been harvested. The land trust is $500 per unit (minimum 4).

 

Features

Up to 6% cash rebate (see below)

$8,800 (inc GST) minimum investment (1 hectare)

Optional land trust at $500 per unit

harvest in 11.5 years

100% tax deduction for investment amount

Ability to invest in both trees and land

Pre-sale of timber

 

 

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 (this is for the amount placed into the Tree Project only):

 

 

The cash rebate is paid to you as soon as we receive our commission payment ex GST and is only payable on the amount placed into the tree project. No rebate is payable on amounts placed into 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