Investor Meetings - First Mortgage Trust

Watch Videos from the Tauranga Investor Meeting 2025

We filmed our Tauranga investor meeting, where Sam Burgess, Chief Investment Officer, and Michael Smith provided investors with an update on the fund’s performance over the past year.

Watch videos

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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By providing your email, you agree to receive an investment pack and further emails containing information about investing with FMT.
Your contact details will only be used for this purpose, and you can unsubscribe at any time.

Request Physical FMT Investor Pack

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

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Youth Sponsorship Application

First Name

Last Name

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Phone number

Date of Birth

Where do you live

Postal Address

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)?

Yes No

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.