Forest & Investment Details
| Indicative initial offer | $29,522 for 200 shares |
| Projected return at harvest | $61,290 remaining projected distributions |
| Projected harvest date(s) | until 2033 |
| Projected future contributions (Calls) | $0 per annum |
| Location | north of Gisborne |
| Established net stock area | 485.5 hectares |
| Year(s) planted | 1996, 1997 |
| Investment structure | Limited Partnership (registered Managed Investment Scheme) |
| Balance date | 31 March |
| Next forest visit | To be scheduled |
About Bloomfield Forest
Indicative Initial Offer
One parcel of 200 shares is available. An indicative offer of $29,522 represents a projected 8% tax paid compounded return per annum over the investment term. These indicative values are for a holding of 200 shares in Bloomfield Forest and represent 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 each balance date.Projected Return at Harvest
The projected gross return at 21 August 2026 is $61,290 using log prices at 31 March 2026. Note tax is payable on the taxable income (excluding the land component), at the investors marginal tax rate. Harvest is scheduled to conclude by 2033, but please note that variations around this timing can occur. The projected gross return is updated each balance date.Investment Structure
Bloomfield Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013 - Scheme Number SCH10931. 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. With annual income being received from New Zealand Carbon Leasing (No 1) Limited for carbon rental in Brentwood Forest, future annual Calls are expected to be $0. This may be subject to change.Tax
Each June, 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 Bloomfield Forest Investment is to 31 March. The Annual Investment Reports comprising the requisite Annual Report plus Financial Statements are available within 4 months of 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 Bloomfield Forest visit was held in November 2019. Investors will be notified prior to the next visit. These visits enable investors to view their growing forest and to meet and ask questions of the Forest Enterprises management team. The next visit is planned for early 2027.Location
Download Forest Location Map
