First Mortgage Trust Investor Centre

Here’s everything you need to get started with us, including forms for deposits or withdrawals and our quarterly newsletters.  If you need something extra, please let us know.
Contact our investment team

View our latest newsletter

Each quarter we produce a newsletter with an update from our CEO, Paul Bendall, where he shares our latest quarterly 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 some of our sponsorships.

Read our latest newsletter

Withdrawing your investments

To withdraw your funds from a First Mortgage Trust Fund you must complete a Notice of Withdrawal.

Learn how to make a withdrawal

Download FMT Lending Pack

    Download FMT Investor Pack

      Request Physical FMT Investor Pack

        Request a Call-back

          Request a Call-back

            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.