Our offices are closed for the holidays December 24th - January 6th.

Investment distribution payments for the December quarter will be made on the 31st December 2024.

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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.

Annual Reports

Annual Reports of the performance FMT GIF & PIE Trust for the year ended 31 March 2024

FMT GIF Annual Report PIE Trust Annual Report

Financial Statements

Financial Statements outlining the performance FMT GIF & PIE Trust for the year ended 31 March 2024

FMT GIF Financial Statements PIE Trust Financial Statements

Climate Statements

Climate statements aligning with New Zealand’s climate-related disclosures framework for the FMT GIF & PIE Trust for the year ended 31 March 2024

FMT GIF Climate Statement PIE Trust Climate Statement

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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

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              Can you reasonably estimate your own annual income?

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

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              Trust

              Do you distribute all annual income to beneficiaries?

              Yes Some income is distributed No distribution

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              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.