Investor Meetings

Important Change to Quarterly Distribution Dates

As per previous communications, our distribution schedule has changed. This quarter’s distribution will be paid out by end of business on 3 July 2025.

Click here to learn more

These meetings are a fantastic opportunity to hear how FMT has been performing this year and what our plans are for the future. These meetings are open to current and prospective investors.

Each meeting will have a talk from the economist Tony Alexander, as well as presentations from our Leadership Team and Board of Directors, plus refreshments.

Christchurch

Meeting Details

Date:                   Wednesday 20 August
Location:            George Hotel
50 Park Terrace, Christchurch Central City
Time:                   Presentations will begin at 12:30pm, followed by afternoon tea.

Please reserve your tickets by Monday 11 August 2025

Reserve a ticket now

Auckland

Date: Wednesday 10 September

Location: Remuera Golf Club

Time: 12:30pm

Date: Thursday 11 September

Location: Fairway Events Centre

Time: 5:30pm

Tauranga

Date: Tuesday 25 November

Location: BayPark

Time: 9:30am

Date: Tuesday 25 November

Location: TYPB Club Sulphur Point

Time: 5:30pm

Date: Thursday 27 November

Location: TYPB Club Sulphur Point

Time: 5:30pm

Register your interest now

Enter your details in the form below and we’ll contact you when tickets are available for the meetings in your region.

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Your contact details will only be used for this purpose, and you can unsubscribe at any time.

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Fill out the form below and our team will post you out an investment pack as soon as possible.

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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)?

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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.

Important Change to Quarterly Distribution Dates

As per previous communications, our distribution schedule has changed. This quarter’s distribution will be paid out by end of business on 3 July 2025.

Click here to learn more