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 new team members at FMT.

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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

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    Download FMT Investor Pack

      Request Physical FMT Investor Pack

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            Youth Sponsorship Application

              Which fund is right for me?

              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
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              Individual

              Is your Tax Return completed by a Tax Advisor?

              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

              Contact Us Download PDS

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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?

              Yes No
              YOUR RESULTS

              Contact Us Download PDS

              Disclaimer – The results above are subject to the following assumptions:

              - The investor’s main source of non-investment income is New Zealand superannuation on a non-shared living arrangement. That is taxable income between $14,000 and $48,000.
              - FMT is your main investment and that you wish to have a single investment in FMT.
              - This is a simple guide only. There are alternative strategies which may provide better outcomes. These are on case-by-case basis.

              Should you want to fully canvas your options, we strongly recommend you seek independent advice from your Tax Adviser.