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Fund management

At Hort Innovation it’s our job to work with industry to invest the apple and pear levy and Australian Government contributions into initiatives to help growers be as productive and profitable as possible, through the Hort Innovation Apple and Pear Fund

What is the apple and pear levy?

The grower-raised statutory apple and pear R&D levy is set at the below rates:

  • 0.72 cents per kilogram for domestic and export apples
  • 65 cents per tonne for juicing apples
  • $1.30 per tonne for processing apples
  • 0.775 cents per kilogram for domestic and export pears
  • 60 cents per tonne for juicing pears
  • $1.20 per tonne for processing pears

Meanwhile, the marketing levy is set at the below rates:

  • 1.03 cents per kilogram for domestic and export apples
  • $2.00 per tonne for juicing apples
  • $4.00 per tonne for processing apples
  • 1.249 cents per kilogram for domestic and export pears
  • $2.25 per tonne for juicing pears
  • $4.50 per tonne for processing pears

These levies are collected by the Australian Government and then entrusted to Hort Innovation. It is then Hort Innovation’s responsibility to work with industry to invest the levies – together with Australian Government funds in the case of R&D – into strategic R&D and marketing initiatives.

You can find full details on the levy rates, plus information on how to lodge a return and make a payment with the Department of Agriculture and Water Resources, on the government website here for apples, and here for pears.

Where do investment ideas come from?

Great investments start with great ideas, so Hort Innovation encourages all growers, industry participants and the research community to share their thoughts and recommendations through the upcoming Strategic Investment  Plan (SIP) consultation process. During the year, issues may emerge that haven’t been captured from the extensive SIP development process so there will still be opportunities to submit ideas for investments.

These opportunities are:

Any submission or suggestion will be reviewed by Hort Innovation to ensure it aligns with industry needs as identified in the SIP. 

How are levy investment decisions made?

Investments specific to the Hort Innovation Apple and Pear Fund are guided by the industry’s Strategic Investment Plan (SIP) and Annual Investment Plan (AIP).

The SIP is being updated in 2021 to better reflect the needs of the apple and pear industry. The new SIP will have a five-year life span (2021/22 – 2025/26) and is currently being developed through close consultation with growers, industry participants, and the research community.

The AIP was developed with valuable input from the Strategic Investment Advisory Panel (SIAP), which is made up of growers and other industry representatives as well as industry bodies and other key stakeholders.

The SIP and AIP documents are used as a ‘roadmap’ by the apple and pear SIAP and play a key role in prioritising investments and ideas submitted by growers and other industry participants.

Further details about the AIP, SIP and SIAP can be found below.

Strategic Investment Plan

The apple and pear Strategic Investment Plan is the roadmap that helps guide Hort Innovation’s oversight and management of individual levy industry investment programs. The SIP lays the foundation for decision making in levy investments and represents the balanced interest of the particular industry from which the levy is collected. The most important function of the SIP is to make sure that levy investment decisions align with industry priorities.

Refreshing of the current Strategic Investment Plan

The current apple and pear Strategic Investment Plan spans from 2017 to 2021 and has guided investment decisions over that period.

In 2021, Hort Innovation is continuing to engage with growers and industry stakeholders to develop a refreshed SIP for each industry within the horticulture sector. Following this engagement period, the draft SIPs will be made available for broad industry feedback and validation from May 2021.

Each industry-specific SIP will lay the foundation for decision making in levy investments, representing a balanced view of stakeholders from within the industry, helping Hort Innovation prioritise and implement relevant R&D and marketing programs.

The finalised SIPs will be available on the Hort Innovation website from July 2021.

Annual Investment Plan

The apple and pear Annual Investment Plan details how levy-funds will be spent over a 12-month period. Investment decisions will be guided by the industry SIP and prioritised based on potential industry impact, as well as availability of levy funds.  

The AIP was developed by Hort Innovation, informed by the SIP and industry consultation, and then discussed with the industry SIAP for feedback and prioritisation.  

Strategic Investment Advisory Panel

To gain industry insights for strategic levy investments in R&D, marketing and trade, Hort Innovation consults with growers through industry-specific Strategic Investment Advisory Panel.

The SIAP consists of industry supply-chain stakeholders, most of whom are levy-paying growers. Panels also include industry representative body representation and, where applicable, a lead agency representative from within the National Horticulture Research Network.

The industry-specific SIAP is in place to discuss investment ideas, in order to provide advice to Hort Innovation on potential levy investments. The advice they give is guided by the industry's SIP.

The SIAP provides a vital link between meeting the priorities of industry and helping Hort Innovation to make decisions on how, where and when investments need to be made.

What happens next?

The SIAPs recommendations will be used by Hort Innovation to work suitable ideas into project proposals. The proposals are then made public for potential delivery partners to submit responses. Current opportunities are always listed on the Partnership opportunities, in the delivery partners section of this website.

At the end of the process, the responses are assessed, often with the assistance of industry (Evaluation Panel process), and the best delivery partner for the work is chosen. A contract is then issued, and the work begins.

How can I keep track of investments?

Investments in the Hort Innovation Apple and Pear Fund are detailed in the Strategic Investment Plan of this Apple and Pear Fund section of Hort Innovation’s website. Resources that are produced by the projects – such as fact sheets and guides – are also available through the Research reports and more page.

Hort Innovation also sends alerts about project updates to its members. Paying a levy doesn’t automatically make you a Hort Innovation member, but signing up is free here.

The levy-funded communications program, run through the investment National apple and pear industry communications program (AP18000), also provides regular information on levy-funded activity.

Financial documents

Financial operating statement
July to December 2020/21

Apple and Pear Fund consultation

To gain industry insights for strategic levy investments for the Hort Innovation Apple and Pear Fund, we will widely consult with growers, industry participants and the researching community through the SIP consultation process.

See below a list of SIAP meetings with summaries and the panelists for both the R&D and strategic marketing panels.

R&D panel meetings and summaries

Meeting

Date

Location

Summary

1

May 16, 2016

Melbourne Airport, VIC

View

2

June 14, 2016

Teleconference

View

3

June 24, 2016

Gold Coast, QLD

View

4

November 2, 2016

Sydney, NSW

View

5

November 17, 2016

Teleconference

View

6

March 20 and 21, 2017

Sydney, NSW

View

7

September 18 and 19, 2017

Melbourne, VIC

View

8

December 14, 2017

Melbourne, VIC

View

9

March 12 and 13, 2018

Sydney, NSW

View

10

October 23 and 24, 2018

Sydney, NSW

View

11

June 23, 2019

Melbourne, VIC

View

12

September 9, 2019

Melbourne, VIC

View

13

January 30, 2020 

Teleconference

View

14

September 8, 2020

Teleconference

View

The R&D panel

Name

Organisation

Location

Barnett Sinclair Hyams

Guevgeli Orchard

NSW

Kevin Sanders

H&LM Sanders

VIC

Peter Hall

M J Hall and Sons (pear grower)

VIC

Robert Green

Oakleigh Orchards

SA

David Williams

Department of Economic Development, Jobs, Transport and Resources

VIC

Rose Daniel

APAL

VIC

John Evans

JC & SJ Evans

TAS

Terry Martella

Santa Rita Orchards

WA

Garry Langford

Garry Langford CF

TAS

Strategic marketing panel meetings and summaries

Meeting

Date

Location

Summary

1

January 28, 2020

Sydeny, NSW

View

2

July 23-24, 2020

Teleconference

View

3

September 1, 2020

Teleconference

View

The strategic marketing panel

Name

Organisation

Location

Cathy Zeppieri C Zeppieri Marketing NSW
Nardia Stacy Pomewest WA

Cameron Carter

Seeka Australia

NSW

Andrew Hooke

APAL

VIC

Phil Turnbull

APAL

VIC

Justine Coates

Hort Innovation

NSW
Mitchell McNab

H.V. McNab & Son Orchard

VIC
Bruce Rosengarten

International Ideas

VIC



Fund Annual Report 2019/20
Publication
Fund Annual Report 2019/20
Strategic Investment Plan
Publication
Strategic Investment Plan
SIP – At a glance
Publication
SIP – At a glance
Annual Investment Plan
Publication
Annual Investment Plan