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 by the close of business on Tuesday for processing on the following Thursday, and by the close of business on a Thursday for processing the following Monday. (If a Public Holidays falls within these dates we may require an extra day to process the transaction.)
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 Dates for the upcoming quarters

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

Withdrawals for June 2024 quarter:

Completed and signed Notices of Withdrawal need to be received on or before Thursday 20 June 2024 for payment on Monday 1 July.

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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?
              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

              Contact Us

              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.