Forestry Investments for Self-Managed Superannuation

A plantation investment with Heartwood Plantations can be an excellent option for self-managed superannuation funds. Rather than just see financial figures on an annual report each year, why not physically watch your investment grow and develop on your own property?

Self-managed superannuation funds are an appropriate set up for many investors however, there are a range of structures that need to be considered in conjunction with, or as an alternative to your self managed superannuation fund. Listed below are a range of structures that need to be considered along with some advantages and disadvantages of each structure.

For more information see Forestry Tax Structures.

Please note that the structuring of any plantation investment should be undertaken in consultation with an accountant or financial adviser to develop the most appropriate structure for your specific circumstances. 

Specific tax ruling information can be found at the Australian Tax Office website (www.ato.gov.au) under tax ruling TR95/6 Primary Production and Forestry; TR 97/11: Am I carrying on a business of primary production?; TR2000/8 Investment Schemes; TR 2001/14: Div 35 – non-commercial business losses.