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Forest & Investment Details

Location55km north of Gisborne
Established net stock area223.6 hectares
Year(s) planted1990, 1996, 1997
Investment structureLimited Partnership (registered Managed Investment Scheme)
Balance date31 March
Next forest visitTo be scheduled

About Woodgate Forest

Investment Structure

Woodgate Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013 – Scheme Number SCH10941. 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 Report contains 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 Woodgate Forest, future annual Calls are expected to be $0 until 2023. Details for Calls in 2023, 2024, and 2025, are in the annual Financial Report and the Investment report. 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 Woodgate Forest Investment is to 31 March. 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 last Woodgate Forest Visit and Informal Meeting was held in November 2019. The next visit is not yet 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