Macquarie Forestry Investment
The invitation to apply as an Early Grower is now closed
Features
The Macquarie Forestry Investment 2011 provides your clients with a unique opportunity for long term growth and portfolio diversification in a potentially tax efficient manner. Your clients also gain the peace of mind, stability and expertise that comes with having their investment managed by one of Australia’s leading agribusiness providers - Macquarie Agricultural Funds Management (MAFM).
About the investment
The Macquarie Forestry Investment 2011 offers your clients 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 your clients can gain exposure to potentially appreciating rural land prices, as well as the potential to earn annual rental distributions.1
Key benefits for your clients
Some potential key benefits of the Macquarie Forestry Investment 2011 for your clients 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 your clients with 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 was the first retail agribusiness project in Australia to offer your clients 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 | |
Risks
As with any investment there are risks to be considered. As this is a long term agricultural investment, many variables may affect the performance of the investment. The range of risks include general investment risks, risks specific to the land and trees including agriculture and environmental risks as well as risks associated with the price of trees at maturity. Investors should read Section 6 'Investment Risks' of the PDS.
Tools and resources
Welcome to the Macquarie Forestry Investment 2011 tools and resources page. Here you will find a wide range of useful information designed to assist you when dealing with your clients.
If you have any questions, please contact your local Macquarie Specialist Investments Business Development Manager.
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