Investor Centre

Welcome to the Investor Centre - a central point of information for current Orchard investors.

The latest Orchard distribution guidance is now available in our Autumn edition of Orchard's quarterly publication, Outlook. Please click here to download a copy.

Below is a list of the key dates for investors, and you can also access our most recent fund reports and forms. If you have any queries regarding your investments, please contact the Orchard Investor Services team on 1800 008 494.

Key dates
We are committed to delivering quality services to our investors in a timely manner. These key dates apply to all Orchard Funds.

Reporting Tax statements 30 September
Fund annual reports 30 September
Fund interim reports 15 March
 
Distribution notice
(APPROXIMATE DATE ONLY)
Annually* 30 June#
 
Withdrawals offer notices
December quarter Currently not available^
June quarter Currently not available^
General End of financial year 30 June

^A withdrawal facility is currently not available due to prolonged volatile market conditions and deteriorating sentiment. Orchard will continue to monitor the environment closely and provide updates about future withdrawal offers on our website. For further information please speak with your financial adviser or contact Orchard Investor and Adviser Services on 1800 008 494.

Centrelink payments

According to Centrelink, in some cases investors receiving social security benefits may be eligible for temporary exemption from the income deeming test under hardship provisions, if distributions and withdrawals are suspended. To find out more please contact Centrelink on 13 2300 to arrange to speak to a Centrelink Financial Information Service Officer.

To assist with your application for temporary exemption, an updated letter outlining the recent changes is now available. Please contact the Orchard Investor and Adviser Services team on 1800 008 494 or email info@orchardfunds.com should you have any further queries or if you would like to obtain a copy.