The Macquarie Forestry Investment 2009 provides you with an opportunity to invest in Australian plantation forestry. Your forestry business will grow plantation trees with expert support at all stages of the process. Once fully grown, the trees will be harvested and the woodchips sold on your behalf.

 

The Macquarie Forestry Investment 2009 also offers you the opportunity to invest in the land on which your trees are grown. By investing in the land you can gain exposure to potentially appreciating rural land prices as well as potentially providing an additional source of income at maturity.

 

Tree Project Summary

For each Interest you will own a specific group of trees planted on 1/4 hectare of land. Once fully grown, after a period of approximately 11 years, the trees will be harvested and processed and the woodchips sold on your behalf. The application amount is $9,200 (ex GST) for one hectare of trees.

 

Land Trust Summary

You can invest in 1/4 hectare Units of land (with a minimum investment of one hectare). You have the potential to receive annual cash distributions from your investment in the Land Trust. You will receive any net proceeds from the sale of your land once the trees have been harvested. The land trust units are $2,000 per hectare of land.

 

Features

Up to 6% cash rebate (see below)

$9,200 (inc GST) minimum investment (1 hectare)

Optional land trust at $2,000 per hectare

harvest in 11.5 years

100% tax deduction for investment amount

Ability to invest in both trees and land

 

 

Investment Payment Options

You are able to invest in this project using cash, or you can access the 100% finance option from Macquarie. 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 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. 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 hectares would be a 6% rebate, 6 hectares 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):

 

 

 

 

 

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