DEAL 03 OF 04 · TRIGGER TYPE 3 · MARCH 2026 GAZETTED REZONING (<10 MW AT FULL BUILD · ENGINEER = COLLIERS)
PAGE 1 OF 2 · PRIMARY EVIDENCE & STRATEGY
MRS Amendment 1441 — Lakefarm Retreat Urban Precinct, Ballajura (Land Group WA)
City of Swan (Ballajura) · Gazetted 13 Mar 2026 · 53.6 ha Urban (~776 dwellings) · ~4.2–7.3 MVA (<10 MW at Full Build!) · Engineer: Colliers
| Primary Rezoning & SPV Proof |
WAPC MRS Amendment 1441 — officially approved by the Minister for Planning and published in the WA Government Gazette on 13 March 2026, rezoning 53.6 ha from Rural – Water Protection to Urban (+ 3.8 ha Regional Open Space). Driven by Land Group WA Pty Ltd (ACN 600 757 195 — Anthony Silvestro & Tony Arias) via LAND GROUP WA - BALLAJURA PTY LTD (ACN 683 136 969 / ABN 26 683 136 969, reg & GST active 16 Dec 2024). GAZETTE + MOD-10 ASIC + ABR VERIFIED |
| Published Yield & <10 MW Fit |
WAPC Amendment 1441 documentation and the Engineering Servicing Report state an anticipated yield of ~776 dwellings + a Local Commercial Centre (R30–R60 codes near Ballajura Metronet Station). At 4.19 MVA diversified (at JDSi's 5.4 kVA/home) or 7.28 MVA un-diversified (under Thomas's Slide 3 1,600-home = 15 MVA ratio), the ENTIRE precinct sits UNDER Thomas Friberg's 10 MW ceiling at full build! WAPC REPORT: 776 DWELLINGS |
| Why Rob's Referral Channel Missed It |
The Engineering Servicing Report for MRS 1441 (and for adjacent MRS 1448) was prepared by Colliers (Colliers Engineering, 2025) (with town planner CLE Town Planning + Design) — NOT Cossill & Webley and NOT UPD. In the WAPC report, Western Power deferred detailed electrical connection & augmentation design to the post-March-2026 Local Structure Plan stage (happening right now!). |
| Adjacent Cluster + Developer Pipeline |
Just 1.0 km east sits MRS Amendment 1448 (Hepburn East Urban Precinct, Lot 810 Hepburn Ave — 111.0 ha Urban, ~1,530 dwellings, advertised 12 Nov 2025, also engineered by Colliers). Plus Land Group WA just registered 3 more WA SPVs: LAND GROUP WA - HUNTINGDALE PTY LTD (ACN 694 399 838, reg & GST 15 Jan 2026), CATALINA ROAD (ACN 688 832 877, 07 Jul 2025), and HOCKING (ACN 687 957 759, 11 Jun 2025). |
PRIMARY GRID & FEEDER EVIDENCE (CHECKED AGAINST TSP APPENDIX E, NCMT & REGULATORY FILINGS)
- Surrounded by Constrained Zone Substations (NCMT + TSP Appendix E Verified): Spatial join places Lakefarm Retreat (115.9004, -31.8314) 2.71 km from Malaga ZS (MLG, <5 MVA every year 2026–2035 in NCMT), 4.62 km from Landsdale ZS (LDE, 88.31 MVA, <5 MVA every year 2026–2035 in NCMT), and 5.06 km from Beechboro ZS (BCH, 86.28 MVA).
- TSP Appendix E Utilisation Trajectory: In Western Power's TSP tables, Landsdale (88.31 MVA) climbs from 97.66% → 98.53% → 99.81% → 101.92% → 103.96% (up to 114.42%) (with Wangara transformer & load transfer in Scoping for FY2028), while Beechboro (86.28 MVA) climbs from 90.59% (2026) → 93.02% (2027) → 94.95%+ (2028+).
- 2,306 New Dwellings Competing for the Same Feeder Headroom: Lakefarm Retreat (776 dwellings, gazetted Mar 2026) and Hepburn East (1,530 dwellings, advertised Nov 2025) sit 1 km apart along Hepburn Ave — pouring 2,306 all-electric homes onto Malaga/Landsdale/Beechboro feeders simultaneously.
WHY THIS FITS ROB BREDEN & THOMAS FRIBERG'S BRIEF
- Exact Match to Thomas's "Rezoning" Trigger (TX02-MIC004, Line 1008): "Visibility of who's acquiring or rezoning land so we can engage them when the time is right. And filtering it by size and grid constraint."
- Zero Staging Trick Required (<10 MW at Full Build): At 53.6 ha / 776 dwellings (~3.8–5.0 MW diversified load), the entire estate fits behind a single <=3.5 MW CMD connection and <=10 MW of solar + BESS inverters.
- Caught at the Exact Post-Gazettal / Pre-UDS Window: MRS 1441 was gazetted on 13 March 2026 and Western Power's formal connection conditions are resolved during the Local Structure Plan stage now underway.
CLOSEST ZENITH PRECEDENT
Eglinton Village (EDL10/ERL33, 86 ha) & Ocean Reef Marina (EDL9/ERL32, ~65 ha, 4 MVA connection): Almost identical footprint (53.6 ha Urban) and density (R30–R60 medium-density Metronet precinct) to Ocean Reef Marina.
VERIFIED CHANNELS (NOBODY CONTACTED YET)
- Developer Principals: Land Group WA (Anthony Silvestro & Project Advisor Tony Arias — 578 Murray St, West Perth WA 6005 | Phone:
(08) 6241 4555 | enquiries@landgroupwa.com.au — public website line, uncalled).
- Engineering Servicing Author: Colliers (Colliers Engineering Perth) — authored the 2025 Engineering Servicing Reports for both MRS 1441 (Lakefarm Retreat, 776 dwellings) and MRS 1448 (Hepburn East, 1,530 dwellings).
- Town Planner: CLE Town Planning + Design (Subiaco,
(08) 9382 1233).
LICENCE & REGULATORY ROUTE
EDL10/ERL33 non-contiguous licence-area amendment (per 7 Jan 2026 ERAWA precedent) or standalone EDL/ERL.
Audit Caveat
Because Lakefarm Retreat comprises 13 original rural-living lots, Land Group WA may control the core parent lots while minor lots join via the Local Structure Plan cost-sharing arrangement.
Next Step
Have Rob Breden contact Anthony Silvestro / Tony Arias at Land Group WA ((08) 6241 4555) and Colliers Engineering to offer an Ocean-Reef/Eglinton-style <=3.5 MW CMD microgrid for the 776-home precinct (plus Huntingdale/Hocking/Catalina Rd).
1 WAPC MRS Amendment 1441 Report & WA Gov Gazette (13 Mar 2026: 53.6 ha Urban, ~776 dwellings, Colliers Engineering Servicing Report) · 2 ASIC & ABR: LAND GROUP WA - BALLAJURA PTY LTD (ACN 683 136 969 / ABN 26 683 136 969, reg & GST 16/12/2024), HUNTINGDALE (ACN 694 399 838, 15/01/2026) · 3 WP NCMT (MLG & LDE <5 MVA) & TSP App E (LDE 88.31 MVA, 97.66–114.42%).
DEAL 03 OF 04 · THOMAS FRIBERG NARROW RULES, SUBSTATION MATH & SLIDE 4 EXCEL WORKBOOK
PAGE 2 OF 2 · THE MATHS WORK
MRS Amendment 1441 — Lakefarm Retreat Urban Precinct, Ballajura (Land Group WA) — Quantitative Check
Checked Against Thomas Friberg's Verbatim Rules (TX02-MIC004: <10 MW Conn., ≤10 MW Inv., ~5 MW Load, ≤4 MW CMD) & Slide 4 Excel Cells
THOMAS FRIBERG'S ACTUAL NARROW RULES (TX02-MIC004 & SLIDES 3–4):
1. Connection <10 MW ·
2. Inverters ≤10 MW ·
3. Load ~5 MW (200 ha Ind. ≈ 5 MW; 75 ha / 1,600 Homes = 15 MVA Lump) ·
4. CMD ≤4 MW ·
5. Feeder Letter ≈ 10 MW / 5 Yrs / $10M ·
6. If Substation + Feeder Have Room → Cable Is Cheaper (Not a Lead)
GAZETTED REZONING
53.6 ha Urban (MRS 1441)
776 Dwellings + Local Ctr
FULL-BUILD LOAD
4.19–7.28 MVA (<10 MW!)
Fits Single Microgrid Node
SUBSTATION HEADROOM
MLG & LDE <5 MVA (NCMT)
LDE 88.31 MVA @ 97.7–114%
THOMAS SIZING BOX
2.50 MW CMD · 6 MW Inv.
3.5 MWp VPP + 6 MWh BESS
1. PRIMARY LOAD, FEEDER & SUBSTATION DERIVATION (FACT VS. ILLUSTRATIVE BENCHMARK)
Step 1 — Published 776-Dwelling Yield to Full-Build Load (Both Methods Stay <10 MW!)
Method A (JDSi 5.4 kVA/home): 776 × 5.4 kVA = 4.19 MVA (~3.8 MW) | Method B (Slide 3 15 MVA/1,600 homes): 7.28 MVA (~6.5 MW)
Whether you use JDSi's diversified engineering method (4.19 MVA) or Thomas Friberg's Slide 3 un-diversified ratio (7.28 MVA), 100% of the estate sits UNDER the 10 MW ceiling at full build!
Step 2 — Why Malaga (<5 MVA) & Landsdale (97.7% → 103.9%) Cannot Spare a 7.3 MVA Lump
Malaga (MLG, 2.71 km) = <5 MVA (2026–2035) | Landsdale (LDE, 4.62 km, 88.31 MVA) = 97.66% → 103.96% (+ 1,530-home Hepburn East 1 km away)
With MRS 1448 (Hepburn East, 111 ha, 1,530 dwellings) competing 1 km away on the exact same feeders, a 2.50 MW CMD skinny connection + 6 MWh community BESS bypasses feeder queues.
Step 3 — Annual Precinct Energy Volume (776 All-Electric R30–R60 Homes + Local Centre)
776 dwellings × 6,500 kWh/yr + ~956 MWh/yr Local Commercial Centre & POS pumping = ~6.00 GWh/yr (3.0x Slide 4 2.0 GWh unit)
Modelled below as 3.0 × the 2.0 GWh Slide 4 reference block (explicitly marked as an illustrative feasibility estimate pending Colliers' detailed LSP electrical load schedule).
Step 4 — Portfolio Multiplier Across Land Group WA's 2025/2026 ASIC SPVs
Ballajura (ACN 683 136 969) → Hocking (ACN 687 957 759, Jun 2025) → Catalina Rd (ACN 688 832 877, Jul 2025) → Huntingdale (ACN 694 399 838, Jan 2026)
Winning Land Group WA & Colliers Engineering on Lakefarm Retreat opens 3 additional 2025/2026 WA residential/commercial SPVs before they hit WAPC clearance.
2. MICROGRID SIZING & PRIMARY SUBSTATION / FEEDER PARAMETERS
| Parameter / Subsystem |
Verified / Target Rating |
Compliance with Thomas Friberg's Rules & Primary Grid Data |
| Western Power Boundary Connection (CMD) |
2.50 MW (2.78 MVA) |
Strictly <=4.0 MW CMD rule; fits inside constrained Malaga/Landsdale feeder limits |
| Orchestrated Rooftop + Local Centre PV |
3.50 MW AC (<=10 MW Cap) |
~4.5 kWp VPP per home + local centre roof; total PV + BESS inverters = 6.0 MW AC (<=10 MW) |
| Central Community Battery (BESS) |
2.50 MW / 6.00 MWh LFP |
Exact Eglinton Village (EDL10) 6 MWh community battery specification |
| Substation & Planning Status (Primary) |
Gazetted 13 Mar 2026 |
MRS 1441 gazetted; MLG & LDE <5 MVA (NCMT); LDE 88.31 MVA @ 97.66–114.42% (TSP App E) |
3. SLIDE 4 EMBEDDED EXCEL COST STACK (CUSTOMER'S EXISTING GRID COST — NOT A ZENITH TARIFF · Full 776-Dwelling Precinct (~6.00 GWh/yr = 3.0x Ref))
| Slide 4 Excel Cell (2.0 GWh Customer Cost) |
Share |
Unit Rate |
2.0 GWh Excel |
Scaled (3.0x) |
How a Behind-the-Meter Microgrid Captures / Displaces This Customer Cost |
| Variable Energy (Row 4: D4) |
37.55% |
10.01 c/kWh |
$200,183.20 |
$600,550 |
Displaced by behind-the-meter Solar PV + off-peak import |
| Western Power Network Charges (Row 7: D7) |
30.12% |
8.03 c/kWh |
$160,604.31 |
$481,813 |
Compressed via single skinny HV connection (<=4 MW CMD) |
| Peak Capacity / WEM IRCR (Row 8: D8) |
16.78% |
4.47 c/kWh |
$89,461.99 |
$268,386 |
Shaved by BESS discharging across Hot-Season Peak Intervals |
| AEMO / WEM Market Fees (Row 5: D5) |
11.16% |
2.97 c/kWh |
$59,497.35 |
$178,492 |
Avoided on all locally self-consumed solar & battery energy |
| Environmental Charges LGC/STC (Row 6: D6) |
4.39% |
1.17 c/kWh |
$23,388.06 |
$70,164 |
Supplied by on-site behind-the-meter renewable generation |
SUM OF 5 ROWS (=SUM(D4:D8)) |
100.0% |
26.66 c/kWh |
$533,134.91 |
$1,599,405 / yr |
46.90% ($250,066.30 / 2 GWh) is Fixed WP Network ($160.6k) + IRCR ($89.5k) |
EXCEL CELL D11 GRAND TOTAL (incl. $3,313.47 adj.) |
— |
26.82 c/kWh |
$536,448.38 |
$1,609,345 / yr |
Cell D9 Fixed Total = $250,720.93 ($685.03/day) · Customer's Bundled Benchmark |
4. ILLUSTRATIVE COMMERCIAL FEASIBILITY & AUDIT COMPLIANCE CHECK
ILLUSTRATIVE FULL-PRECINCT ECONOMICS (776 HOMES · 6.0 GWH/YR)
| Traditional Bundled Grid Cost Stack (3.0x Cell D11) | $1,609,345 / yr |
| Of Which: 5-Row Component Sum (3.0x SUM D4:D8) | $1,599,405 / yr |
| Of Which: Displaceable WP Network + IRCR (46.90%) | $750,199 / yr |
| Illustrative Resident & Local Centre Tariff Discount | −15% to −20% |
| Illustrative Behind-the-Meter Retail + Network Revenue | ~$1,287,000 / yr |
| Plus: WEM Reserve Capacity (IRCR) Peak Shaving Credits | +~$380,000 / yr |
| Less: Off-Peak Grid Import, 2.5 MW CMD Charge & O&M | −~$900,000 / yr |
| ILLUSTRATIVE ANNUAL MICROGRID EBITDA (FULL 776 HOMES) | ~$767,000 / yr (~$23.0M 30-Yr Revenue) |
AUDIT CHECKLIST, CAPEX NOTE & DEVELOPER HOOK
Illustrative CapEx & Boundary Note
Illustrative Turnkey BOO CapEx: ~$4.60M (2.5 MW / 6.0 MWh Community BESS + HV/LV Microgrid Switchgear & VPP Controller; home solar installed with dwelling build).
Compliance with Thomas Friberg's Narrow Rules
Sits 100% inside Thomas Friberg's narrow rules at FULL BUILD (53.6 ha, 776 homes, 4.19–7.28 MVA < 10 MW ceiling, <=2.5 MW CMD, <=6.0 MW inverters) — zero staging split needed.
Why the Developer Engages
Gives Land Group WA and Colliers Engineering a turnkey power solution right after the 13 March 2026 gazettal, before adjacent MRS 1448 (1,530 homes) exhausts Malaga/Landsdale feeder capacity.
1 WAPC MRS Amendment 1441 Report & WA Gov Gazette (13 Mar 2026: 53.6 ha Urban, ~776 dwellings, Colliers Engineering Servicing Report) · 2 ASIC & ABR: LAND GROUP WA - BALLAJURA PTY LTD (ACN 683 136 969 / ABN 26 683 136 969, reg & GST 16/12/2024), HUNTINGDALE (ACN 694 399 838, 15/01/2026) · 3 WP NCMT (MLG & LDE <5 MVA) & TSP App E (LDE 88.31 MVA, 97.66–114.42%).