FMT Investments

Annual Reports & Statements

We are pleased to share the Annual Reports, Financial Statements and Climate Statements for the First Mortgage Trust Group Investment Fund (FMT GIF) and the First Mortgage PIE Trust (PIE Trust) for the year ended 31 March 2024.

To streamline our process and be more environmentally friendly, the Funds’ Annual Reports and Statements are available here. For those who prefer physical copies, we have printed copies which we are happy to mail upon request.

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Youth Sponsorship Application

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

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.