CHRISTMAS HOURS: Our offices will be closed on Friday 22 December and reopen on Monday 8 January. WITHDRAWAL INFO: Please click on the link for more information on withdrawals during December and January. Withdrawal Dates
The main benefits of investing in a PIE fund are:
Phone 0800 321 113 or email [email protected] to talk to our investment team. We can either set up a meeting in our office, or an online meeting.
Download our Product Disclosure Statements and complete an Application form, send it to us and we will be in contact. Click here to Download our Investor Pack.
Request a call-back and our team will give you a call back to talk about how we can help you.
Disclaimer: First Mortgage Trust is not a financial or tax adviser, the benefits of investing in a PIE will depend on each investor’s personal circumstances. This information is of a general nature and we strongly recommend that you talk to your financial or tax adviser to determine what type of fund is right for you. Tax laws are subject to change.
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.
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.