Our Annual Reports and Financial Statements are now available. View them here.

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FMT Investments

Annual Reports & Statements

We are pleased to share the Annual Reports and Financial Statements for the First Mortgage Trust Group Investment Fund, the First Mortgage PIE Trust, and the First Mortgage Trust Wholesale Fund for the year ended 31 March 2026.
For those who prefer physical copies, we have printed copies which we are happy to mail upon request.
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Group Investment Fund

Annual Report and Statements for the First Mortgage Trust Group Investment Fund (FMT GIF).

FMT GIF Annual Report FMT GIF Financial Statements

PIE Trust

Annual Report and Statements for the First Mortgage PIE Trust.

PIE Trust Annual Report PIE Trust Financial Statements

FMT Wholesale Fund

Statements for the First Mortgage Trust Wholesale Fund.

Wholesale Fund Financial Statements

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              Which type of fund is right for me?

              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
              An individual A trust
              Other investor types should seek professional tax advice.
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              Individual

              Is your tax return completed by a tax adviser or accountant?

              Yes No

              Can you reasonably estimate your own annual income?

              Yes No

              What is your total income from all sources (including PIE income)?

              < 48k 48-70k 70-119k > 119k

              YOUR RESULTS

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              Trust

              Do you distribute all annual income to beneficiaries?

              Yes Some income is distributed No distribution

              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

              Yes No
              YOUR RESULTS

              Contact Us

              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.