Adviser Edge Rating

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$11,000 per sandalwood lot (ex GST)

100% tax deduction

IRR up to 16.62%

Ongoing fee options

Finance available

harvest years 13 and 14

 

 
 

Further Details

This investment is now closed

 

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TFS Sandalwood Project 2007 (Closed)


 

Indian Sandalwood is one of the world’s oldest traded commodities. Its use is entrenched in Indian and other ancient cultures throughout the world. Traditional demand remains high, while supply continues to diminish to the point where the tree is endangered in its natural environment. As a result, Indian Sandalwood has increased in price by over 22% per annum, compound for the last 15 years.

 

Sandalwood’s established natural therapeutic effects see demand increasing as the Western world continues to become more conscious of health and well-being as an important part of lifestyle.

 

The Project

TFS Sandalwood Project 2007 has a minimum investment of one sixth of a hectares (1/6th Ha) for the entry price of $11,000 plus GST, with volume discounts available.

 

Tailored finance packages are available to approved applicants, through Arwon Finance, a wholly-owned subsidiary of the TFS Corporation. 

 

Establishment Fees may be paid over a period of 12 months, exclusive of interest. A deposit of 20% of Establishment Fees will be required upon application.

 

Investment Payment Options

Annual Investment Option - Establishment Fee is paid, followed by ongoing annual plantation Lease and Management Fees until harvest.

Annual Deferral Option - Annual Growers can elect not to pay (defer) Lease & Management Fees on their annual invoice in exchange for a reduced percentage of Gross Proceeds of Sales, ranging from 4% - 2% plus GST per annum, depending on the year in which the decision is made.

Joint Venture Option - This option allows one Grower to pay the Establishment Fee and nominate a Joint Venturer to pay the ongoing Lease and Management Fees.  The benefit is that one party can pay the Establishment Fee, while another party can pay the Lease and Management Fees.

 

Finance Options

A minimum 10% deposit is required with applications, the balance can be funded through Arwon Finance at the rated shown below:

 

Term Option

Number of Instalments

Interest Rate.

1-10 Years

Principle and Interest

10.5%

 

 

Features

Up to 5% cash rebate (see below)

$11,000 per sandalwood lot (ex GST) (discounts for further lots)

Harvest in years 13 and 14

100% tax deduction for investment amount (in woodlots)

Ongoing fee flexibility with 3 options

IRR of up to 16.62%

 

Commissions & Cash Rebates

With tax effective investments we will receive a commission that is not paid from your investment amount. With the TFS Sandalwood Project 2007 this is 7% commission. A majority of the commission is rebated depending upon the amount you invest:

 

Number of Lots

Commission Rebate Marketing Rebate

Total Rebate

0-2

3% N/A

3%

3-4

4% N/A

4%

5+

5% N/A 5%

 

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 (540k)

Adviser Edge Research (630k)

AAG Research (630k)

Finance Application (120k)

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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