Following growing awareness of the health benefits of olive oil and
demand growing rapidly for Australian-produced extra virgin olive oil,
you can benefit from these outstanding market conditions. The 2008
Project will form part of one of the world’s largest olive grove estates
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A commercial investment in Australian extra virgin olive oil with
established end markets
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Professionally managed by Boundary Bend Estate – Australia’s leading
olive management and processing company
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2 year project extension
if after tax IRR does not exceed 9.5% p.a. by end of the term
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Ability to participate as
a joint venture grower with another entity, such as your self
managed super fund
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Multiple award winning extra virgin olive oil already supplying an
expanding domestic customer base and North American markets
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Build wealth through attractive after tax returns over the 23 year term
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100% tax deductible supported by ATO Product Ruling PR 2007/105
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A range of attractive finance options
Olive Oil
Growing awareness of the health benefits of olive oil and the increasing
popularity of the Mediterranean style diet have contributed to the
growth in demand for olive oil in recent years. Olive oil is a
prescription for health with its wide variety of valuable antioxidants
helping to protect against certain malignant tumours, lower the effects
on blood pressure, bolster the immune system and lower levels of total
blood cholesterol. Consumption of olive oil is also good for the
stomach, hepato-bilary system, pancreas, and intestines. It helps with
anti-aging, osteoporosis, cognitive function and skin damage.
Olive oil has a wide variety of uses mainly used for cooking. It is now
increasingly being used for flavoured oil dipping for bread, flavouring
for salads, olive oil sprays and cosmetics. World consumption of olive
oil continues moving upwards with a growing trend towards the
consumption of extra virgin olive oil.
The Project
You will become an olive grower in a commercial olive grove that is
expected to enter commercial production in 2009 by:
- sub-leasing two or more identifiable allotments of land of
approximately ¼ hectare each, called Grovelots for an initial payment
of $5,700 (licence fee of $1,650 payable in Oct 08);
- engaging Timbercorp to harvest and procure the processing of the
olives grown on your Grovelots, primarily into premium extra virgin
olive oil; and
- appointing Timbercorp to market the olive oil processed from your
Grovelots.
Investment Payment Options
You are able to invest in
this project using cash, or you can access the 90% finance option from
the Timbercorp. The various options are shown in the table below:
|
Term Option |
Number of
Instalments |
Interest Rate. |
|
1 year |
12 monthly installments |
0.0% |
|
2 - 3 year term |
monthly principal and interest |
9.50% |
|
4 - 5 year term |
monthly principal and interest |
10.25% |
|
6 - 7 year term |
monthly principal and interest |
10.75% |
|
8 - 10 year term |
monthly principal and interest |
11.25% |
Features
Up to 8% cash rebate (see below)
100% tax deduction
for investment amount
$5,700 per Grovelot
Minimum 2 lots
IRR up to 16.16%*
100% tax deduction
for investment amount
23 year term
Commissions & Cash Rebates
With tax effective
investments we will receive a commission that is not paid from your
investment amount. With the Timbercorp Project this is 5% commission and
5% marketing allowance. 100% of the commission is rebated, plus part of the marketing allowance depending upon the amount invest as
shown in the table below:
 |
Amount Invested |
Commission Rebate |
Marketing Rebate |
Total Rebate |
|
$0 - $17,100 |
5% |
1% |
6% |
|
$17,101 - $45,600 |
5% |
2% |
7% |
|
$45,601 + |
5% |
3% |
8% |
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 (810k) |
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Project Summary (970k) |
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Adviser Edge Research
(930k) |
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ATO Product Ruling (190k) |
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Finance Flyer (200k) |
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Loan Application Form (240k) |
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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