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Macquarie Forestry Investment 2011

Macquarie Forestry Investment 2011
Cash Rebate 8.25%
Closing Date CLOSED
Minimum Investment Tree Project: $9,400 (ex GST)
Land Project: $1,900
Term of Project Approximately 11.5 years
Research Adviser Edge 4 stars
  AAG 4 stars
ATO Product Ruling 2011/2

 
APPLICATIONS CLOSE 30 JUNE 2011

Please fax or scan the application forms and forward prior to placing them in the post.

Fax: (02) 8237-3466
Email: MFGClientService-App@Macquarie.com

Once faxed or emailed, please post original applications to:

Macquarie Forestry Investment
PO Box R1723
Royal Exchange NSW 1225
   
Product Disclosure Statement
Flyer
Product Summary
Forestry Calculator
   


Macquarie Forestry Investment 2011

Opportunity to invest in Australian plantation forestry with an experienced investment manager
Business will grow plantation trees in Victoria which will be harvested at the end of the term and the woodchips sold on your behalf
Investors have the ability to own the land that underpins their forestry plantation - removing the risk of corporate collapse and improving investor returns
Approximately 11.5 year term
This project is expected to be highly rated
Potential 100% tax deduction for your project costs (ATO Product Ruling 2011/2)
100% finance available

a note on Macquarie's strength...
 
Large diversified financial institution
Founded in 1969, currently operating in 70 office locations in 28 countries and employs over 14,600 people
Global provider of banking, financial, advisory, investment and funds management services
Benefit adherence to a comprehensive Risk Management framework
Regulated by APRA
Assets under management ~$A300b
Top 40 global fund manager
Group capital of $A12b as at 30 June 2010, a $A3.2b buffer of capital in excess of minimum regulatory capital requirements.

Features

We are pleased to announce that the Macquarie Forestry Investment 2011 is now open for applications until Thursday 30 June 2011.The Macquarie Forestry Investment 2011 provides you with a unique opportunity for long term growth and portfolio diversification in a potentially tax efficient manner. You also gain the peace of mind, stability and expertise that comes with having your investment managed by one of Australia’s leading agribusiness providers - Macquarie Agricultural Funds Management (MAFM).

About the investment


The Macquarie Forestry Investment 2011 offers you access to Australian plantation forestry with the opportunity to invest in the growing of trees (through the Tree Project), as well as the unique opportunity to invest in the underlying forestry land (through the Land Trust).

By investing in the land you can gain exposure to potentially appreciating rural land prices, as well as the potential to earn annual rental distributions.1

Key benefits for investors

Some potential key benefits of the Macquarie Forestry Investment 2011 include:
 

Tree Project Land Trust
Potential tax deduction of 100% of the investment amount (for eligible investors) Benefit from capital growth in the value of the land
Potential returns derived from the sale of woodchips and biomass produced at harvest Exposure to a physical asset (rural land) which has the potential to provide a hedge against inflation
Option to borrow 100% of the application amount from Macquarie (subject to approval) Option to borrow 100% of the application amount from Macquarie (subject to approval)
No ongoing payments, apart from optional annual insurance2 Potential for annual cash distributions from the rental income earned1
Portfolio diversification - due to agricultural investments’ historically low or negative correlation to traditional asset classes such as equities, fixed interest, cash and property, the Macquarie Forestry Investment 2011 provides a unique source of diversification
Stability and experience - MAFM is part of the Macquarie Group; a global provider of banking, financial, advisory, investment and funds management services. MAFM has been operating forestry investments for retail investors since 2003 and currently manages more than three million hectares of agricultural land3
Innovation - the Macquarie Forestry Investment 2011 was the first retail agribusiness project in Australia to offer the ability to invest in land as well as trees
Investor protection features - security over separate deposit accounts held with Macquarie Bank Ltd For the benefit of investors

Interest rates

Indicative interest rates to be applied to investment loans for investors in the Macquarie Forestry Investment 2011 are set out below.
 
Loan term Repayment type Indicative interest rate
1 year Principal only Interest free
5 years Principal and interest 10.99%pa
7 years Principal and interest 12.99%pa

Any advice on this website has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and read the offer document before acquiring products named on this website.

Past performance of any product described on this site is not a reliable indication of future performance.

Other than Macquarie Bank Limited ABN 46 008 583 542 (MBL), any Macquarie Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

1 Depending upon the extent to which distributions are required to be reinvested in the Land Trust.

2
Insurance is mandatory for investors who borrow the application amount from Macquarie Bank Ltd and is required by investors wishing to rely on that part of the on Product Ruling PR 2011/2 in relation to the Tree Project that confirms you are carrying on a business of primary production.

3 The responsible entity of the Tree Project is Macquarie Alternative Assets Management Limited (MAAML) and the responsible entity of the Land Trust is Macquarie Financial Products Management Limited (MFPML). For the purposes of the Macquarie Forestry Investments these entities form part of MAFM.

*ATO Product Ruling PR 2011/2 (the Product Ruling) has been issued to confirm the tax treatment for eligible investors who invest in the Macquarie Eucalypt Project 2011 ARSN 149 549 940 (Tree Project) on or before 30 June 2011. The Product Ruling is only a ruling on the application of taxation law and is in no way expressly or impliedly a guarantee or endorsement of the commercial viability of an investment in the Tree Project or the soundness or otherwise of the Tree Project as an investment, or the reasonableness or commerciality of any fees charged in connection with the Tree Project. The Product Ruling is only binding on the Commissioner if the Tree Project is implemented in the specific manner provided in the Product Ruling and the circumstances of investors are as set out in the Product Ruling. See Section 8 'Tax Treatment' of the Product Disclosure Statement (PDS) for details. The Product Ruling does not rule on the tax consequences of investing in the Macquarie Timber Land Trust 2011 ARSN 149 549 575 (Land Trust). You can view a copy of the Product Ruling above.

This information has been prepared by Macquarie Alternative Assets Management Limited ABN 30 103 237 181, AFSL 225758, (MAAML) and Macquarie Financial Products Management Limited ABN 38 095 135 694, AFSL 237847, (MFPML) and is current as at 21 March 2011. An invitation to apply for interests in the Macquarie Eucalypt Project 2011 ARSN 149 549 940 (Tree Project) is made by MAAML and an invitation to apply for units in the Macquarie Timber Land Trust 2011 ARSN 149 549 575 (Land Trust) is made by MFPML (together the Macquarie Forestry Investment2011) in the PDS dated 21 March 2011 (PDS). The PDS is available above. In deciding whether to acquire or continue to hold an investment in the Macquarie Forestry Investment 2011, an investor should obtain the PDS and consider its contents.

Macquarie recommend that potential investors obtain financial, legal and taxation advice before making any financial investment decision.

The Macquarie group does not give, nor does it purport to give, any taxation advice. The taxation discussion in this document is based on laws current at the time of writing. Those laws may change. The application of taxation laws to each investor depends on that investor's individual circumstances. Accordingly, investors should seek independent professional advice on taxation implications before making any investment decisions.

MAAML, MFPML or its associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles including as investment adviser, broker or lender. MAAML, MFPML or its associates may receive fees, brokerage or commissions for acting in these capacities. In addition, MAAML, MFPML or its associates, officers or employees may buy or sell the financial products as principal or agent. You may contact MAAML or MFPML on 1800 617 900.

Investments in the Macquarie Forestry Investment 2011 are not deposits with, or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 or of any other Macquarie Group Company, and are subject to investment risk, including possible delays in repayment and loss of principal or income invested. None of Macquarie Bank Limited nor other member company of the Macquarie Group guarantees any particular rate of return, the performance of, or the repayment of capital from the Macquarie Forestry Investment 2011.

Simply download an Investment Brochure/PDS above. It’s that easy!
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