Forest & Investment Details
| Location | 4 locations east of Masterton |
| Established net stock area | 909 hectares |
| Year(s) planted | |
| Investment structure | Limited Partnership (registered Managed Investment Scheme) |
| Balance date | 31 March |
| Next forest visit | To be scheduled |
About Ngatawhai Group Forest
Investment Structure
Ngatawhai Group Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013 - Scheme Number SCH12683. It is structured using our Limited Partnership (LP) investment structure.LPs are a form of partnership involving General Partners (who are liable for all the debts and liabilities of the partnership) and Limited Partners. The liability of Limited Partners (investors) is limited and they are only liable to the extent of their capital contributions (funds invested), plus any other obligations expressed in the Limited Partnership Agreement.
Projected Future Calls
Each annual Financial Statements contain details on Calls to be paid by investors for the next financial year together with the budget from which they are calculated. The projected calls until 2039 total $9,545.Tax
Each May, investors are sent a Tax Details Statement advising their tax position for the year, to be included in their annual tax return.Annual Report
The financial year for the Wairarapa Group Forest Investment is to 31 March. The Annual Investment Reports comprising the requisite Annual Report plus Financial Statements are available 4 months from this balance date. These reports and the investment's governing documents are available from the Companies Office Disclose Register at www.companiesoffice.govt.nz/disclose.Forest Visits and Informal Meetings
The last Ngatawhai Group Forest visit was held on in October 2021. The next visit is yet to be scheduled. These visits enable investors to view their growing forest and to meet and ask questions of the Forest Enterprises management team.Location
Download Forest Location Map
