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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, and Hort Innovation encourages all growers and other industry participants to share their thoughts and suggestions for the work they want to see.

Ideas can be submitted any time via Hort Innovation’s investment idea form.

How are levy decisions made?

Investments specific to the Hort Innovation Apple and Pear Fund are guided by the industry’s Strategic Investment Plan (SIP). The SIP was developed through close consultation with growers and other industry stakeholders, and outlines key industry priorities for investment.

The SIP document is used like a ‘roadmap’ by the apple and pear Strategic Investment Advisory Panel (SIAP), which is a panel made up of growers and other industry representatives that has a key role to play in the investment process.

The SIAP discusses investment ideas at consultation meetings, with the SIP guiding them, in order to provide advice to Hort Innovation on potential levy investments. Details of the SIAP panellists and summaries of the SIAP’s meetings can be found further down this page.

What happens next?

The SIAP’s advice is 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 page, in the delivery partners section of this website.

At the end of the process the responses are assessed, often with the assistance of industry, 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 2018 to July 2019

Apple and Pear Fund consultation

To gain industry insights for strategic levy investments for the Hort Innovation Apple and Pear Fund, we consult with growers through the fund's Strategic Investment Advisory Panel

The Strategic Investment Advisory Panel (SIAP) has two main objectives: to give transparent and robust investment advice; and to ensure investments align to industry priorities by aligning investments to the fund's Strategic Investment Plan. 

See below the SIAP meetings with summaries and the panellists.

 

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

Teleconference

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

The panel

Name

Organisation

Location

Barnett Sinclair Hyams

Guevgeli Orchard

NSW

James Walters

Lenswood Co‐operative

SA

John Power

Batlow Fruit Co-operative

NSW

Kevin Sanders

H&LM Sanders

VIC

Peter Hall

M J Hall and Sons (pear grower)

VIC

Robert Green

Oakleigh Orchards

SA

Scott Dunk

N&A Group

NSW

Craig Chester

Apple and Pear Australia Ltd

VIC

David Williams

Department of Economic Development, Jobs, Transport and Resources

VIC

Richard de Vos

Chair

View biography

Fund Annual Report 2018/19
Publication
Fund Annual Report 2018/19
Strategic Investment Plan
Publication
Strategic Investment Plan
SIP – At a glance
Publication
SIP – At a glance