The one application form form provides access to two products, the 2007 Willmott Forest project, and the 2007 Premium Forest Blend. Note that both of these are open for investment in 2008.

 

Willmott Forest Project

The Willmott Forest Project offers the opportunity to invest in softwood plantation (pine). Investor lease 0.5 hectares under a forestry management agreement with Willmott. Willmott prepares, plants and maintains the plantation.

The application amounts is $4,290 per woodlot (0.5 hectare inc GST) and this is the minimum investment. There are no ongoing direct costs to the investor. Harvests are expected to occur in years 13, 18 and final harvest in year 25.

 

For further information please seen the Product Disclosure Statement and Supplementary PDS.

 

Up to 8% cash rebate (see below)

$4,290 minimum application

100% tax deduction

Tax deduction for interest expense if finance option taken

 

 

Premium Forest Blend

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)

$5,500 (inc GST) per timberlot (minimum 2)

100% tax deduction for investment amount

Dual income streams

Income from year 3

 

 

 

 

Finance Options

Finance is available on this investment under the following terms:

 

 

 

 

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:

 

 

The cash rebate is paid to you as soon as we receive our commission payment.

 

 

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):

 

 

 

 

 

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