The Rewards Group Tropical
Fruits Project 2007 offers Growers the opportunity to participate in
Australia’s horticultural industry. To be established near Dandaragan
in Western Australia and Mareeba and Childers in Queensland, the Project
will result in the establishment and operation of intensively managed,
irrigated stone fruit and mango orchards.
The Project will operate for
approximately 20 years, with a harvest occurring every year, including
the first year. The Project will produce high quality fruit, that has
immediate access to established domestic and developing overseas
markets. A significant feature is the Project will produce stone fruit
substantially earlier than the major stone fruit producing regions in
southern Australia.
The Investment
The project
will result in the establishment and operation of intensively managed
irrigated mango and low chill stonefruit orchards. The offer is for to
Retail Groves of 0.05 hectare each at an issue price of $7,150 (inc GST)
per
Grove. The full term of the Scheme is expected to be approximately 20
years, with a crop every year including the first year.
Investment Payment Options
You are able to invest in
this project using cash, or you can access the finance option (10%
deposit required) from
the Rewards Group. The various options are shown in the table below:
|
Term Option |
Number of
Instalments |
|
Interest Rate. |
|
1 Year |
12 monthly instalments |
|
Nil |
|
2 Years |
24 monthly instalments |
|
10.95% |
|
5 Years |
60 monthly instalments |
|
10.95% |
|
7 Years |
80 monthly instalments |
|
10.95% |
|
10 Years |
120 monthly instalments (interest only 3
years, then P&I) |
|
10.95% |
|
10 Years |
120 monthly instalments |
|
10.95% |
Features
Up to 8% cash rebate (see below)
$7,150 per
grove
IRR up to
22.54%*
Minimum 2 groves
3 premium
fruits
Strong water
resource
42% of trees already
planted
3 geographic
regions
94% tax deduction
for investment amount
Tax deduction for
interest expense if finance option taken
Income in from year
1
20 year total term
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 the Rewards Group, 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:
 |
Amount Invested |
Commission Rebate |
Marketing Rebate |
Total Rebate |
|
$14,300 - $21,450 |
5% |
1% |
6% |
|
$21,451 - $42,900 |
5% |
2% |
7% |
|
$42,901 + |
5% |
3% |
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. 3 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):
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Product Disclosure
Statement (2.7mb) |
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Investment Flyer (1.7mb) |
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Adviser Edge Research (710k) |
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AAG Research (650k) |
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ATO Product Ruling (210k) |
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Finance Application (160k) |
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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