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 June 2022 quarter

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

Last date for processing withdrawals for June quarter:

Monday 27th June 2022

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

Friday 24th June 2022

Next processing date for withdrawals:

Friday 1st July 2022

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              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.