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20 June 2019


Interim Update to Unitholders


With the recent media attention on the IRD and work being undertaken to trace taxpayers using an incorrect Prescribed Investor Rate ("PIR"), the Directors of the Manager have chosen to share the IRD press release below, to remind investors of the importance of selecting the correct PIR.

If in doubt, a copy of the IRD flow chart for selecting the correct PIR (IR861) is included in CMT's investment transfer policy available here on this website and you should contact your financial advisor or tax accountant to confirm you are on the correct PIR.

Not mentioned in recent media coverage is that if an investor is non-resident for New Zealand taxation, they are required to use 28%, this also applies for investors who have not supplied an IRD number. Other changes that have occurred in the last 12 months are that CMT is now required to supply the date of birth for unitholders when filing annual returns with IRD and must hold a NZ IRD number or tax number from the investor's country of residence for non-residents when creating a new investment.



 

Yours faithfully

 

 

Colin Gower


 

For Canterbury Fund Managers Ltd

 
 

 

 

 

Financial Statements

 

 

Canterbury Mortgage Trust Annual Report 2018

 

Canterbury Mortgage Trust Annual Report 2017

 

Canterbury Mortgage Trust Annual Report 2016

 

Canterbury Mortgage Trust Annual Report 2015

CMT Annual Reports

 

Previous Annual Reports

 
 

 

 

 

Documents

 

 
 

Investment Transfer Policy

 

Trust Deeds & Wind-up Resolution

 

Previous Updates

 

 
 

Click here to access CMT transfer policy.

Click here to access deeds and resolution

February 2019

 

November 2018

 

Report - 26 November 2018

 

August 2018

 

20 July 2018

 

21 March 2018

 

March 2018

 

Click here to access previous updates.

 
 

Canterbury Mortgage Trust Group Investment Fund, office of the Manager Canterbury Fund Managers Ltd

Unit 6a, 212 Antigua St, Christchurch 8011 • PO Box 13-229, Christchurch 8141
Phone 03 377 5201 • team@cmt.co.nz