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Register your interest in our upcoming Investor Meetings

We will be running a series of Investor Meetings later this year.
 

Register here

Please complete the below form and indicate below which region you are in. If there’s not an event in your specific region please add which town / city you are located in and we will be in contact if there’s an event near you.

We will be in contact with more information in due course.

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      Download FMT Investor Pack

        Request Physical FMT Investor Pack

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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?
                Other investor types should seek professional tax advice.
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                Individual

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


                Can you reasonably estimate your own annual income?


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


                YOUR RESULTS

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                Trust

                Do you distribute all annual income to beneficiaries?


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

                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.