The Moora Citrus Project is a registered managed
investment scheme established to provide you with the opportunity to
carry on the business of producing Citrus Fruit during the period May to
January each year. The Project will supply both the Western Australian
market with fresh fruit and when established, will also address selected
international markets.
The Project is located in a region of Western Australia 200 km north
of Perth which is considered ideal for citrus farming, but which has not
previously been a citrus farming region. PSL is the responsible entity
and Agcorp is the Project Manager of the Project and sub-contractor to
Primary Securities Ltd. If you participate in the Project, you will
become a citrus grower.
The Investment
The initial establishment fee is $4,500 (inc. GST)
under which you will have the right of possession to allotments of the
Orchard for the 19 year term of the Project. Each allotment (Citruslot)
is a combination of different lots, all of which combine to total
approximately 2 tree rows (0.075 of a hectare), 40% of which are planted
and the other 60% of which are to be planted in or about October in the
financial year after you invest.
Features
Up to 8% cash rebate (see below)
$4,500 per
Citruslot (minimum 2)
IRR of up to
17.52%*
19 year project term
finance available
tax deduction
for investment amount
Commissions & Cash Rebates
With regards
to Moora Citrus Project 2008, Fundbroker
will receive a flat 10% commission. We
will provide a cash commission rebate as a percentage of the funds you
invest as shown in the table below:
 |
Amount Invested |
Commission Rebate |
Marketing Rebate |
Total Rebate |
|
$0 - $18,000 |
6% |
NA |
6% |
|
$18,001 - $45,000 |
7% |
NA |
7% |
|
$45,001 + |
8% |
NA |
8% |
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. 4 units will provide a 6% rebate,
11 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):
|
Product
Disclosure Statement |
 |
|
|
|
|
Project
Summary |
 |
|
|
|
|
Adviser Edge Research |
 |
|
|
|
|
Finance Application |
 |
|
|
|
|
ATO Product Ruling |
 |
|
|
|
|
|
|
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