Forest & Investment Details
| Location | 30km north of Gisborne |
| Established net stock area | 417 hectares |
| Year(s) planted | 1994-1995 |
| Investment structure | Limited Partnership (registered Managed Investment Scheme) |
| Balance date | 31 December |
| Next forest visit | TBA |
About Ormond Forest
Investment Structure
Ormond Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013 – Scheme Number SCH10977. 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
With annual income being received from harvesting and from New Zealand Carbon Leasing (No 1) Limited for carbon rental in Ormond 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.The Investment Report provides details on the tax liability to a buyer for distributions paid to the seller since balance date.
Annual Report
The financial year for the Ormond Forest Investment is to 31 December. The Annual Investment Reports – comprising the requisite Annual Report plus Financial Report (including the 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 next visit is in early November 2025. 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
