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Margaret River Watershed Premium Wine Project 2008


Margaret River Watershed Premium Wine Project 2008
Cash Rebate 8.25%
Closing Date CLOSED
Minimum Investment $4,901 (ex GST)
Term of Project 18 years
Research Adviser Edge 3¾ stars
ATO Product Ruling 2008/5

** Watershed Premium Wines advise that as June 15 falls on a Sunday applications received for Vinelots under the PDS/Prospectus for the Margaret River Watershed Premium Wine Project 2008, lodged with the ASIC on 5 February 2008, received by post from Monday, 16 June 2008 and for two working days thereafter shall be accepted conditional upon the applications being dated on or before Sunday, 15 June 2008. In addition any applications received by facsimile or by email on Monday, 16 June 2008 (the next business day) will also be accepted.
 
Telephone: (08) 9758 8633
Fax: (08) 9757 3999

The Margaret River Watershed Premium Wine Project 2008 provides investors with a unique opportunity to participate in an exciting Margaret River premium wine business. To invest, applicants need to complete the application form for Vinelots and Land Shares contained in the PDS/ Prospectus issued by Watershed Premium Wines Ltd. Applicants must consider the PDS/Prospectus before deciding to invest and should seek independent advice if necessary.

The Wine Business

The winery is just 4.8kms south of Margaret River on the Bussell Highway, in the "dress circle" of the Margaret River Geographical Indication.
Investors will acquire an interest in at least one 0.050 hectare Vinelot. Each Vinelot is comprised of vines which will be planted in September/ October 2008. The PDS/Prospectus offers 1,000 Vinelots of 0.050 hectares and Applicants who take up the Vinelots are called 2008 Growers. The 1,000 Vinelots to be allotted to 2008 Growers under this PDS/Prospectus are located on the Stage 4 Watershed Vineyard.
Vinelot investors must also subscribe for 160 Land Shares, at an issue price of $3.25 per Land Share, for each Vinelot applied for.
Product Disclosure Statement PDS
Finance Application
Tax Calculator
 

Summary of Payment Options

A. Cash/Finance

The total Application Money per Investment Parcel is $5,339.10 payable for Investors who invest on or before 15 June 2008 as detailed below:

 

Management Fees (inc $400.00 GST) $4,400.00
Rent (inc $38.10 GST) $419.10
160 Land Shares at $3.25 each $520.00
Total $5,339.10

B. Terms Payment Options
Any Investor who wishes to apply to pay their Application Money using and the Terms Payment Options described below, must complete the Terms Application Form contained within this PDS/Prospectus. Acceptance of the Investor's Terms Application is conditional upon the Responsible Entity's acceptance of the Investor's Term Application.

1. Terms Payment Option - 1 Year

Upon Application - deposit of $438.10

Monthly Instalments - 12 equal monthly payments of $443.20 per Vinelot (includes interest at 11.5% per annum)

The 12 monthly instalments cover the balance of the Application Money per Investment Parcel, interest and a terms application fee of $100 per vinelot (inc GST). Stamp Duty may also be payable.

Management Fees and Rent (inc GST) $4,819.10
Land Shares 1,056 x $3.25 $520.00
Terms Application Fee (inc GST) $100.00
  $5,439.10
Less Deposit $438.10
Terms Amount $5001.00

Attributes for Investors
 

No start-up risk – investors are being offered Vinelots in a Project which is fully established and has already established domestic and international distribution outlets for its premium wines

Land ownership – participation in land ownership will supplement the benefits from the sale of premium Margaret River Watershed wines through annual dividends and increases in land value

Brand Ownership – 50% of the Watershed Premium Wines brand is owned by Watershed Land Ltd

Wine Club Membership – provided automatically to 2007 Growers enabling wine purchases at a discount of 25% to normal cellar door retail prices, a 10% discount on all clothing purchases at the cellar door and 10% off the cost of food and wine at the Watershed restaurant and cafe

Flexibility of investment – the Vinelot and Land Shares can be held in different names

Product Ruling 2008/05 has been issued by the Australian Taxation Office for the Margaret River Watershed Premium Wine Project 2008 providing Investors with security with respect to their tax deductions

 
Simply download an Investment Brochure/PDS above. It’s that easy!

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