The 2008 AIL Almond Orchard Project is a unique combination of 2 different arrangements, the Grower Scheme and the Asset Trust. This is done so that through units in the Asset Trust, Investors can benefit from ownership of the Orchard Assets and receive significant financial benefits that flow from owning not renting.

The Grower Scheme operates via leases held by the Grower over the orchard assets. This gives rise to tax deductibility of fees and an income stream from the orchard for the 18 year term of the leases. After this time, the almond trees still have a significant period of economic life. All the future production flows to the Asset Trust and is received by Investors via an annual distribution. Units in the Asset Trust can be owned by a different client entity - such as a superannuation fund which may enable an efficient tax position. The assets held in the Asset Trust - water licenses, land and trees have real economic value and any sale of these assets (at the end of the Project) may give rise to a gain that will be distributed to the owners.

The Investment

The initial establishment fee is $7,300 (inc.GST) and the project has a 18 year term.

 

 

Features

Up to 8% cash rebate (see below)

$7,300 per unit

IRR of up to 18.40%*

Land ownership

3 income options

18 year project term

100% tax deduction for investment amount

 

Commissions & Cash Rebates

With tax effective investments we will receive a brokerage payment consisting of a 'commission' & 'marketing allowance' which is paid from the company that you invest with.  It is not deducted from your invested funds. With regards to AIL Almond Orchard Project 2007, Fundbroker will receive an 5% commission and a 5% marketing allowance, making a total brokerage of 10% of the amount invested.  We will provide a cash commission rebate as a percentage of the funds you invest as shown in the table below:

 

 

The cash rebate is paid to you as soon as we receive our commission payment and is related to the number of units in the project (i.e. three units will provide a 6% rebate, 7 units or more an 8% rebate)

 

 

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