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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








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 •