Below is an email I received from TFC. I suspect it was sent to existing MIS growers.
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As we approach the end of the financial year we thought you would be interested in seeing the results from our first buy-back offering of our third plantation scheme (TFS 2000 Project). To best appreciate the results we have developed a graph which compares the performance of TFS 2000 with returns to investors in various mainstream asset classes over the same 15 year period. You will see from this that returns to TFS growers have outperformed most asset classes on a pre-tax basis.
On another, yet related point - we also believe the proposed changes to superannuation legislation may reduce the ability for many people to effectively contribute to superannuation in a traditional way. The narrative below offers more detail.
We thought we would share these updates with you as an impetus to further consideration of investment in the TFS 2016 Retail Investment Offer - particularly given we are now approaching year end tax planning.
Also see below links to the latest relevant announcements concerning TFS, including our successful $60M capital raising to fund the buy back of our grower woodlots which are being harvested in the next 5 years.
First Buy Back Offer a Success
·TFS 2000 is the 3rd plantation in TFS’s history - a Retail Investment ·The pre tax IRR to the majority of growers was over 9% pa and over 3 times their investment ·This does not consider the additional taxation benefits at the time of investment ·Outperforms major asset classes over the same period Note: past performance is not necessarily indicative of future performance
Changes to Superannuation - An Opportunity
Changes to superannuation as announced in the 2016 Federal Budget create an opportunity for TFS: ·A cap of $1.6m on transfers to a tax free pension ·$500,000 life-time cap on non-concessional superannuation contributions ·Reduction of the concessional contribution cap to $25,000 for all ages
These changes indicate less opportunities to contribute to superannuation.
With these changes in mind - where does one invest or redeploy surplus funds?
High income earners will seek wealth deployment strategies in strong asset classes offering attractive returns. These often come with higher rates of tax compared to superannuation so returns are more important.
Such a solution is an investment with TFS: ·Immediate and ongoing tax benefits ·Proven track record of investment grade returns ·Portfolio diversification Read more - Opinion piece by Gooding Partners
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TFS Indian Sandalwood Project 2016 - Retail Investment Offer
Our 2016 Retail Investment Offer is open for subscription! Information and tools can be found in the ‘Investors’ (Retail) section of our website www.tfsltd.com.au or via the following links - ·View Current Offering ·Download PDS ·Download ATO Product Ruling ·Download Summary Brochure To secure your investment in TFS 2016 you will need to complete the application form contained within the Product Disclosure Statement (PDS). Potential investors should consider the PDS in full before deciding whether to acquire an interest and should be aware that the content of this letter does not constitute a recommendation or financial advice in respect of TFS 2016. You should consult with your investment adviser in order to ascertain whether this investment is suited to your financial situation and particular needs. Alternatively, if you wish to discuss this investment opportunity further please don’t hesitate to contact our office on (08) 9386 3299 or the Business Development Manager in your state: ·NSW, ACT, NT & SA - Craig Peden on 0438 825 514 or [email protected] ·QLD - Prue Bauer on 0400 075 554 or [email protected] ·VIC & TAS - Dinesh D'sa on 0427 128 156 or [email protected] ·WA - Doug Martens on 0422 984 785 or [email protected]
TFC Price at posting:
$1.38 Sentiment: Buy Disclosure: Held
