Welcome to AQUARIUS FINANCIAL SERVICES
Aquarius Financial Services offers a carefully researched selection of investment
opportunities which have met our strict selection criteria including secure yields,
tax effectiveness, diversification and management expertise.
TROPICAL FORESTRY SERVICES – TFS Sandalwood Project 2009
Australia’s largest, specialised Indian Sandalwood plantation manager and plantation owner. The company is listed on the ASX and has forestry experience since 1999. Unlike other MIS managers, the company has currently no bank debt (30/6/09).
Summary of the TFS Sandalwood Project 2009:
- 100% tax deduction secured by ATO Product Ruling
- Term 14/15 years to harvest
- Up to 100% finance available
- $ 12,925 incl GST per woodlot
CLOSING DATE 30 JUNE 2009
more...
CROMWELL RIVERPARK TRUST - monthly income and potential growth 
The Cromwell Group is an experienced fund and property manager specialising in
property investments with over $1.7billion of assets under management.
Distribution forecast commencing at minimum 8.25% p.a.,from date of settlement, paid monthly, expected to increase to 8.5 cents per unit on practical completion of the building, plus capital growth potential.
This single property syndicate has a 15 year pre-committed lease of 93% of the net lettable area by Energex Limited,a Queensland Government owned corporation. Completion of the Six Star Green Rating (highest) 7-storey office building, located in Newstead(Brisbane)Queensland, is expected in June 2010.
CLOSING DATE 30 June 2009 more...
Other funds currently open for investment are:
Aspen Parks Property Trust (APPT)
Independent Revaluation of 100% of Portfolio
The Aspen Parks Property Fund has just completed a full independent revaluation of its property portfolio.
Setting the Fund apart from most unlisted property funds, the independent valuations carried out in March 2009 ensure that the unit pricing accurately reflects the current underlying value of the Fund’s assets.
The result of the valuation process was a 3.5% reduction in the portfolio value, which demonstrates the robustness of the asset class and represents a strong result given current market conditions.
Importantly, these movements do not impact on the borrowing covenants with the Fund’s senior debt provider, St George Bank, who remain very supportive of Aspen Parks.
With the Fund currently paying an attractive 8% yield monthly (100% tax deferred), and absolute clarity over unit pricing, now might be the ideal time to invest in this strong performing Fund.
Australian Unity Health Care Property Trust (HCPT)
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Under the terms of my appointment I am providing general product advice only and cannot take into account your objectives, financial situation or individual needs. You should seek independent advice when making your decision to invest.