Adviser Edge Rating

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$5,225 per grove inc GST

IRR up to 20.00%*

Minimum of 2 groves

94% tax deduction

Finance available

Income in year one

Closes 15th June 2008

 

 
 

Further Information

By completing the following form we will contact send you a hard copy of the PDS:

 

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Rewards Group Tropical Fruit Project 2008 (closed)

 

Rewards Group Tropical Fruits Project 2008 enables investors to participate in the burgeoning Australian horticultural industry.  The project involves the establishment and operation of intensively managed mango and stone fruit (plums, peaches, and  nectarines) orchards. 

 

The orchards will be located across four distinct sites near Dandaragan in Western Australia and Childers, Mareeba and Kumbia in Queensland, with the full term of the Project to be approximately 20 years

 

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 $5,225 (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)

$5,225 per grove (minimum 2)

IRR up to 20.00%*

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 - $20,900

5% 1%

6%

$20,901 - $41,800

5% 2%

7%

$41,801 +

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. 4 units will provide a 6% rebate, 9 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 (3.8mb)

Investment Flyer (730k)

AAG Research (650k)

ATO Product Ruling (210k)

Finance Application (160k)

 

 

 

 

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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