Funeral Funds

Your Peace of Mind Funeral Fund

At FMT, we understand that you want your funeral wishes to be honoured, without creating any unnecessary financial burden on your family and loved ones.
That’s why we created our First Mortgage Trust Funeral Fund.
 
Contact our team to learn more

Ensuring the funds will be there when your family needs them the most

The Funeral Fund continues to earn returns and there are no additional fees associated with this facility, allowing you to set aside an amount to meet the costs of your funeral, with the full amount to be made available to the administrator of your estate specifically for this purpose.

 

FAQs

How do I participate in the First Mortgage Trust Funeral Fund?

You will need to be a client of First Mortgage Trust and have an investment in either the First Mortgage Trust Group Investment Fund or the First Mortgage Trust Pie Trust.

You will also need to complete the Funeral Fund application form. Our team is available to talk you through the application process.

Download the Funeral Fund Brochure

Am I able to withdraw my money out of the Funeral Funds, if I later rely upon it?

If you decide to open a Funeral Fund the funds are invested until your death, and you are not able to have access to them.

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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

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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.