AAG Rating

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$5,000 minimum investment

IRR up to 13.90%*

100% tax deduction

Finance available

 

 

 
 

Further Details

If you would like a hard copy of the Product Disclosure Statement sent to you please complete the following form or download information:

 

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Willmott Forests - Premium Forestry Project 2009


 

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;

  • The fast growing biomass species (She-oak); and

  • Longer-term returns from the high quality hardwood species (Silky Oak)

  • 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):

 

Willmott Forests PDS

Project Flyer

AAG Research

ATO Product Rulings

 

 

 

 

 

 

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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