Investor Withdrawals

To withdraw your funds from a First Mortgage Trust Fund you must complete a Notice of Withdrawal.
Withdrawals are normally actioned twice a week (on Monday and Thursday) and we generally action withdrawals within four business days of receiving your completed Notice of Withdrawal.
We will need to receive a completed and signed Notice of Withdrawal at least one business day prior to the date of processing.
A Notice of Withdrawal must be for at least 100 units or the whole amount of your investment if the balance of your investment is less than 500 units.

Withdrawals for the September 2022 quarter

You can download the Notice of Withdrawal and email the completed copy to [email protected]

Last date for processing withdrawals for September quarter:

Monday 26th September 2022

We will need to receive completed and signed Notices of Withdrawal on or before:

Friday 23rd September 2022

Next processing date for withdrawals:

Monday 3rd October 2022

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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?
              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)?


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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.