Best practice compliance

We operate within a unique regulatory environment. We’re in the business of financial services but we’re a not-for-profit organisation. We exist to provide financial leadership and support to the Uniting Church’s Synod of NSW and the ACT. Meeting the highest standards is not an option for us – it’s a must. So, we adhere to an extended set of regulatory and reporting requirements.

We’ve rolled out best practice standards across our operations, and perform and report above what’s required. Our approach to risk management is to use industry-standard measures to test our compliance and operational risk – this is the same approach used by major banks and financial institutions to manage operations and investments.

Overarching our governance and compliance requirements are the Uniting Church Regulations, Synod By-Laws and Ethical Investment Guidelines. We apply the Guidelines to the day-to-day running of our operations.

Uniting Financial Services is the only financial services organisation of its type in Australia to have been granted its own Financial Identifier (BSB). This increases our efficiency and reduces our operational costs, which allows us to offer products that are free from transaction and maintenance fees.

For more information


Phone 1300 133 673


Trading hours are
Monday to Friday 9.00am until 5.00pm AEST Sydney time.

Office hours are
Monday to Friday 9.30am until 4.00pm.