Terms and queries about investing in forestry

What will my harvest income be this year?

By |2019-12-02T10:06:38+13:00November 28th, 2019|, |

An updated Cashflow Projection is included each year in the investment’s Financial Report. The cashflow will include the projected income and expenses for each year until the conclusion of the investment, and will therefore show if any income is expected for the coming year. If you have shares in a Forest Enterprises Limited Partnership investment, [...]

Why invest in forestry with Forest Enterprises?

By |2019-11-28T15:33:31+13:00March 7th, 2016||

The choice of company you invest with is most important. You should be looking for a company with a proven track record of adding value for their investors. As the first direct forestry investment company established in New Zealand, our record of providing quality investments speaks for itself. You can find out more information about [...]

What does being a ‘licensed manager’ mean?

By |2018-07-31T13:49:25+12:00July 29th, 2016|, |

Under New Zealand law, issuers, managers and promoters of registered Managed Investment Schemes (MIS) must hold a license to do so. Forest Enterprises Limited is licensed under the Financial Markets Conduct Act 2013 to manage Managed Investment Schemes (excluding managed funds) which are primarily invested in forestry assets. We have met (and are required to continue to meet) [...]

When will my forest be harvested?

By |2019-11-28T16:03:53+13:00July 29th, 2016|, , |

With many of our forest investments approaching harvesting age, this question from investors is understandable because it is an indication of when to expect investment returns. Indicative harvest dates are reported each year in the investment's annual Financial Statements, and these reflect the expectations of the original Prospectus to harvest exactly at tree age 28 [...]

What is a Managed Investment Scheme (MIS)?

By |2019-10-22T15:14:27+13:00July 29th, 2016|, |

Of the 61 forestry investments managed by Forest Enterprises, 49 are Managed Investment Schemes (MIS), registered under the Financial Markets Conduct Act 2013 (FMC Act) and regulated by the Financial Markets Authority. Forest Enterprises Limited is licensed under the FMC Act to manage Managed Investment Schemes (excluding managed funds) which are primarily invested in forestry assets. Generally [...]

Can I sell or transfer my shares prior to harvest?

By |2019-11-28T15:25:46+13:00July 29th, 2016||

Yes, you can do both. Being able to liquidate or transfer shares prior to harvest is a key feature of a Forest Enterprises investment. We have facilitated the sale of established Forest Enterprises investments for many years and never failed to find a buyer for an investment at a price acceptable to both buyer and seller. If you are considering [...]

What are my shares worth?

By |2019-11-28T15:11:15+13:00July 29th, 2016||

When the Financial Statements are prepared each year, an update is made to an investment's Indicative Value at Balance Date (for a typical share unit of 200 shares). An update to the Indicative Value may also be provided in the Investment Report prepared when a client is selling their Forest Enterprises shares. If you have [...]

How will I be paid at harvest, and what about the tax?

By |2019-11-28T16:04:23+13:00March 7th, 2016||

Payments to investors from harvest income will occur when surplus funds allow, and will be regular throughout the harvest programme (we aim for quarterly payments). These are cash payments and tax has not been deducted. Under current taxation law, the Limited Partnership, like an ordinary partnership, is not taxed at the partnership level. Instead, each [...]

What happens after the trees are harvested?

By |2019-11-28T15:32:10+13:00March 7th, 2016|, |

The areas harvested will be replanted the following winter, so that at the conclusion of harvest, most (if not all) of the land will have been replanted. The original investors (or their family) will then have the choice of a) reinvesting using their share of the proceeds from the sale of the land and the [...]