Forest & Investment Details
| Indicative initial offer | $30,368 for 200 shares |
| Projected return at harvest | $71,701 for 200 shares |
| Projected harvest date(s) | until 2033 |
| Projected future contributions (Calls) | $0 p.a. |
| Location | 21km north of Gisborne |
| Established net stock area | 276 hectares |
| Year(s) planted | 1995, 1996 |
| Investment structure | Limited Partnership (registered Managed Investment Scheme) |
| Balance date | 31 December |
| Next forest visit | To be scheduled |
About Woodfield Forest
Indicative Initial Offer
An indicative Offer of $30368 represents an 8% tax paid compounded return per annum over the investment term. This indicative offer is for a holding of 200 shares in Woodfield Forest and represents the net present value of the Cashflow Projection set out in the Investment Report, assuming a marginal tax rate of 33 cents in the dollar. This indicative value is updated when shares are listed for sale.Projected Return at Harvest
The remaining projected distributions as at 27 November 2024 is $71,701 using log prices for 31 December 2023. Note tax is payable on the taxable income at the investor's marginal tax rate. Harvest has commenced and will proceed through until 2033, but please note that variations around this timing are likely. The projected gross return will be updated at the next balance date.Investment Structure
Woodfield Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013. 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.
Woodfield Forest is harvesting as part of a joint venture with 3 neighbouring forests.
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. With annual income being received from New Zealand Carbon Leasing (No 1) Limited for carbon rental in Woodfield Forest, future annual Calls are expected to be $0. This may be subject to change.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 Woodfield Forest Investment is to 31 December. 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 Woodfield forest visit and investor meeting was held in November 2024. The next visit has not yet been 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
