The Willmott Forests
Premium Forestry Blend Project 2009 combines three plantation forestry
species: She-oak, Radiata pine and Silky Oak in a single agribusiness
project. The diversification across the species is designed to reduce
risk, with different species planted in different locations.
Premium Forestry Project
The Premium Forest Blend aims to
provide growers with an early, consistent and environmentally
sustainable return from;
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The fast growing biomass species (She-oak); and
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Longer-term returns from the high quality hardwood species (Silky Oak)
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The species co-habitat in their natural environment and will be planted
together in a single plantation.
Up to 8% cash rebate (see below)
$5,000 per
timberlot (0.52 hectare)
100% tax deduction for
investment amount
IRR up to 13.90%*
Income in years 3,
5, 7, 9, 10, 13 & 15
16 year term
Finance Options
Finance is available on this investment under the following terms:
|
Term Option |
Number of
Instalments |
Interest Rate. |
|
1 Year |
interest free |
0.0% |
|
3 Years |
3 years principal and
interest |
TBA |
|
5 Years |
5 years principal and
interest |
TBA |
|
7 Years |
7 years principal and
interest
|
TBA |
|
10 Years |
10 years principal and interest |
TBA |
|
12 Years |
12 years principal and interest |
TBA |
Commissions & Cash Rebates
With tax effective
investments we will receive a commission that is not paid from your
investment amount. With the Willmott Forests 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 - $20,000 |
5% |
1% |
6% |
|
$20,001 - $40,000 |
5% |
2% |
7% |
|
$40,001 + |
5% |
3% |
8% |
The cash rebate is paid to
you as soon as we receive our commission payment ex GST, note the
investment amount corresponds to the number of units, eg 4 lots will
be a 6% rebate, 9 units or more would be 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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Willmott Forests PDS |
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Project Flyer |
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AAG Research |
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ATO Product Rulings |
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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