CHRISTMAS HOURS: Our offices will be closed on Friday 22 December and reopen on Monday 8 January. WITHDRAWAL INFO: Please click on the link for more information on withdrawals during December and January. Withdrawal Dates
Each quarter we produce a newsletter with an update from our CEO, Paul Bendall, where he shares our recent return rate and provides a company update. We also feature insights from renowned economist Tony Alexander and invite other experts to comment on current topics of interest. Regular features include a distribution map profiling our investments by location and type, plus we profile new team members at FMT.
Our investment team is often asked to help identify the key differences between an investment with First Mortgage Trust (FMT) as compared to a standard bank term deposit. Many of our investors compare what we offer to a bank term deposit, even though they are quite different products.
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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.
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.