Fee Rebate 8.5%
Initial Investment $5,000
Number of funds
Premium Forestry Blend 2010 (8.0% Rebate Offer)
A tax effective investment in agribusiness providing investors with an opportunity to participate in the renewable energy market.
Rebate Offer 8.0% (100% rebate of initial commission 5% plus a further 3.0% from the marketing allowance)
Minimum Initial Investment One woodlot ($5,000 per woodlot)
Offer closes 30th June 2010 (NOW CLOSED)
Willmott Forests Premium Forestry Blend – 2009 Projectis a forestry agribusiness investment diversified across a range of timber and renewable energy products to produce income streams to investors from year 3 to 15.

Willmott Forests is the largest developer of softwood plantations in Australia and their Premium Forestry Blend of She-oak, Radiata pine and Silky Oak allows investors to access to both established forestry products as well as access to a ‘new frontier’ for the timber industry – the production of biofuel and bioenergy from wood and wood waste.
Key features and benefits
1. Multiple distributions from different forestry productsWillmott distributions over 15 years

2. Diversification of risk by species
Three plantation species, each with distinct cashflow profiles and characteristics.

3. Diversification of risk by geography
Willmott Forests will establish and manage a number of plantations located in south eastern Australia, northern New South Wales and Queensland on behalf of Growers.

4. Diversification of risk by pooling
Growers will be granted Woodlots which cover different areas of land, however the trees in respect of each Pool will be established, maintained and sold on a pooled basis.

5. Sale of the Radiata pine as standing timber
Willmott Forests will enter into an agreement to sell the standing Radiata pine in respect of a Pool to a Timberland Investment Management Organisation (“TIMO”) or an institutional investor, of which there is a number that are active in the secondary market for forestry assets. Willmott Forests will conduct a tender process for the sale of a Pool’s standing Radiata pine plantations during Year 15.

6. Radiata pine guarantee facility
The guaranteed sale facility provided by Willmott Forests is designed to ensure that the sale of the Radiata pine plantation is at a price that is at least equal to 90% of the market value determined by or verified by an independent valuer.

7. Stocking Guarantee and Insurance

Willmott Forests provides a two year Stocking Guarantee and maintains Replacement and Re-establishment insurance in relation to fire for a further five years at its own expense. After this time, insurance is the responsibility of the Grower and is arranged by Willmott Forests.

A Unique New Generation Forestry Project


Borrowing to invest
Interest free option
– No deposit
– No loan application fee
– Interest free until June 2010
– First principal repayment not due until July 20093-12 year finance option
– Terms range from 3 years to 12 years
– Option of an interest only period
– No deposit required
– Application fee applicable
– First principal repayment not due until August 2009

What do we get paid

Wealth Focus will receive 5% sales commission. Wealth Focus will rebate 100% of the 5% sales commission and a further 3.5% from the marketing allowance (totalling 8.5% rebate). Wealth Focus does not receive a trailing commission for this product. The commission and marketing allowance is paid by the fund manager and is NOT an additional charge to the investor.


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