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Rebate Offer
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8.0% (80%)
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Minimum Initial Investment
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$9,600 (Incl GST)
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Expected Close Date
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CLOSED
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The 2011 AIL Almond Orchard Project combines two schemes in one project, the Grower Scheme and the Asset Trust. Investors in the Grower Scheme plant, grow and harvest almond orchards near Swan Hill, Victoria. The Asset Trust will own, not rent, the orchard assets including water rights, land and trees.
Key features
- Tax deductibility: PR 2011/10 provides confidence and certainty for growers regarding tax deductibility
- Asset ownership: The only Project where investors own all the Project assets, coupled with the protection of an Independent Custodian - Sandhurst Trustees Limited.
- Modern water management: The most up to date irrgation systems and the application of new almond research ensure commercial production even in drier conditions.
- Experience: A proven Management Team with more than 20 years’ experience managing large scale Almond Orchards and a successful track record delivering on returns.
- Responsible entity: The 2011 Project structure has no bank debt
The Grower Scheme
AIL, as the Responsible Entity of the Growth Project will harvest, process and sell the almonds from investor allotments on a collective basis and issue the proceeds pro-rata according to the number of grower's allotments. The Scheme has a 17 year project term and investors can expect to receive annual income from almond sales from year 4 onwards.
The Asset Trust
The Asset Trust allows the grower to also own the land and water rights on which the orchards are grown. The trust's unique structure means that there is nil initial outlay and the lease fee paid by the grower (which is tax deductible) flows to the Asset Trust and supports annual distributions to investors.
The Almond Orchard Project is an opportunity to:
- Generate wealth flowing from the strong world wide demand for almonds
- Become involved in Australia's expanding and profitable almond industry because also 2011 the worldwide demand for almonds continues to be strong
- Earn an expected income from Project Year 4 during the first almond crop harvest
The 2011 Project structure has no bank debt and Almond Investors Limited does not need to make sales in 2011 to remain viable.
Allotment allocation
| What will I own per allotment? |
Almond allotment leases
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1 |
| Land* |
0.125 hectares |
| Water shares* |
1.56 megalitres |
| Trees* |
40 |
| Irrigation infrastructure value |
$3,000 |
Application fees
| Fees payable on application and in years 1 & 2 |
| On application |
| Grower Application Fee |
$5,600 |
Immediately deductible |
| Grower Irrigation Fee |
$2,000 |
Fully deductible over the next 2 years |
| Unit Subscription Price |
$2,000 |
Capital cost per Unit |
| Years 1 and 2 |
| Grower |
Year 1: $2300
Year 2: $2400 |
Both payments deductible in the year paid. |
| In the following years the Grower position is based on Almond harvest proceeds less operating costs. Refer to PDS for full details. |
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 8.0% of the 10.0% upfront commission on investments in the 2011 AIL Almond Orchard Project in the form of a cheque. 2020 DIRECTINVEST will retain 2.0%. No trailing commission is paid on the AIL Almond Orchard Project. |
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