Dornbusch Partners is a Toowoomba owned and operated financial services firm providing professional share portfolio services, financial planning, superannuation and corporate advice. Let us assist you with your private wealth accumulation and wealth management.

Partners, John Dornbusch and Andrew Wielandt lead a highly specialised team of professionals with over 70 years collective experience and knowledge.

Our value statement "Committed to You - Our best Investment" reflects our commitment to recognising and enhancing your individual financial needs and personal aspirations.

Dornbusch Partners specialise in the following areas;

• Full Share Advice (buying and selling of shares and portfolio advice)
• Financial Planning (wealth accumulation, retirement and self managed superannuation planning)
• Corporate Advisory Services (private equity, mergers and acquisitions)

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LESSONS WE HAVE LEARNT

This last eighteen months has been traumatic for us all with unprecedented loss of capital values and now even some assets are lowering dividends. Most of us have not sold in panic and are waiting for the market to eventually recover but going forward we must learn from this dreadful experience. Please discuss with your Adviser the following strategies:

A It pays to have a weighting of “less volatile assets” in every portfolio eg cash, fixed interest, direct property, agribusiness etc to give stability. Cash required “at call” can be invested in an on-line account connected to your working account to gain a slightly higher interest rate, Term Deposits to protect capital and a slightly higher interest rate, Income Securities and Preference Shares at discount prices and therefore a higher yield, Infrastructure assets, Government Bonds, Agribusiness fixed interest assets are all worth examining. Direct property is traditionally more stable in valuations and rents can be competitive. If you are able to defer income on assets that you are confident will provide a competitive Return on Investment (ROI) you may look at including some Agribusiness investments.

B A profit is not a profit until it is in your pocket. We should not let capital gains tax and brokerage costs, emotional attachment to the share and greed that more value remains prevent us from taking profit.

C Some form of “Stop-Loss” strategy needs to be in place. Sometimes realising a loss of 10-20% can prevent the total loss of the investment.

D Avoid investments where debt is too high and not transparent. You can usually find a similar share with serviceable debt.

E Review portfolio regularly. A monthly phone call to apply the above strategies to your portfolio and an annual review of assets and circumstances is important.

For more details, please contact your adviser on 07 4639 2588.

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ONE MILLION DOLLARS OF VALUED TIMBER AVAILABLE

Dornbusch Partners are pleased to offer clients an investment opportunity in the Rewards Group Premium Timber Project 2009 which has been ATO approved via a Product Ruling for 100% tax deductibility. Teak and Sandalwood have consistently had increased world demand and in themselves are a magnificent investment for high ROI but the advantage of tax deductibility against high taxable income and realized capital gains makes them even more attractive. In addition such an investment diversifies one into a class of assets that defers income to future years and is not as susceptible to capital value volatility as currently being experienced in ASX listed shares.

• A NEW innovation in high value forestry combining Australia’s most valuable timber,
Western Australian Sandalwood (Santalum spicatum) with the internationally
renowned premium quality tropical hardwood, Teak (Tectona grandis).

• Investment provides diversification across two plantation species over different geographical locations, with two noncorrelating markets

• Dramatically ease supply pressures from natural teak and sandalwood forests and
help reduce environmental degradation on farmland in north Queensland and the
Western Australian Wheatbelt.

• Single upfront payment with no annual management fees

• Access to Australia’s most advanced teak and sandalwood genetic and silvicultural technology

• Tax effective, with 100% deductability to be supported by an ATO Product Ruling.

• Annuity style harvest income starting from Year 7 and regularly throughout the project
term of 20 years.

• Attractive finance options with up to 100% borrowing available.

• Annual insurance premium available to provide security in the event of damage to plantations.

• Australia’s most experienced forestry management team in the selected tree species.

For more information, please contact your adviser on 07 4639 2588.

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DORNBUSCH PARTNERS IN THE COMMUNITY

PEAK TO PARK
On Sunday 1st March, the DP team once again undertook the Peak to Park fitness morning which involved either a 4km or 10km walk around the streets of Toowoomba, starting at Picnic Point and finishing at Lake Annand.

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ATEC Update

ATEC Freight Terminals Pty Ltd has received Developmental Approval for it's nearly 200ha of land at Charlton as an inter-modal freight terminal with associated warehousing and industrial development. This approval was granted at the last meeting of the Jondaryan Shire Council and can not be rescinded by the expanded Toowoomba Regional Council post the election of 15th March. The Charlton site is fast being recognised as a very strategically located greenfield land bank that is the gateway and administrative and transport hub of the Surat Energy Resources Province.

Click here to read more.