The Project offers a timber plantation investment growing Tasmanian Blue
Gum which is the major hardwood species grown in Australia for pulp log
production. Growers can contribute a minimum initial investment of
$31,350 on a GST inclusive basis for 6 hectares, which should be fully
tax deductible in the 2006 financial year.
Two of the directors of the scheme have over 25 years experience in
timber plantations and all three are partners in a legal firm. Currently
thousands of hectares of eucalyptus plantations are managed by W.A. Blue
Gum Limited.
W.A. Blue Gum Limited has entered into arrangements with specialist
firms for the management, monitoring, harvest and sale of the timber. In
addition the participation of leading international forestry
consultancy, URS Forestry will enhance the Growers' position.
The trees will be harvested after approximately 10 years and the
grower is also offered an option for a second 10 year investment.
Finance Options
Growers are able to borrow up
to 80% of the Application Amount from Albany Financial Pty Ltd, a
company associated with the Project Manager. The loans from Albany will
be for a period of over four (4) years ending on 30 September 2009 at a
fixed interest rate of 10.2% per annum on the reducing principal.
Features
Up to 8% cash rebate (see below)
$31,350
minimum investment (6.0 hectares)
100% tax deduction for
investment amount
Harvest in year 10
Coppice option
Commissions & Cash Rebates
With tax effective
investments we will receive a commission that is not paid from your
investment amount. With the WA Blue Gum Plantation 2006 this is equal to
10.0% of the amount invested. We will provide you with a cash rebate on a
sliding scale depending upon the amount that is invested as detailed in
the table below:
|
Amount Invested |
Cash Rebate to
Investor |
|
$31,350 - $4,025 |
7.0% |
|
$47,026 + |
8.0% |
The cash rebate is paid to
you as soon as we receive our commission payment ex GST.
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):
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Product Disclosure
Statement (2.4mb) |
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Project Summary (800k) |
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Adviser Edge Research (460k) |
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ATO Product Ruling (130k) |
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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