Mission, Vision and Values

Mission Statement

We exist to provide financial leadership and thereby to support The Uniting Church in Australia, Synod of NSW and the ACT by:

managing the church's funds professionally, prudentially and profitably with due attention to the management of risk;
providing financial solutions that recognise the changing sophistication and expanding needs of all church entities;
distributing the maximum prudent surplus to the church each year; and
building an endowment for the future by ensuring appropriate attention is given to both risk and return.

Core Values

Our core values are:

Integrity by being Honest, Ethical, Trustworthy and Transparent.
Compassion by being Sincere in caring for others, supportive of our
investors and borrowers, our staff, our communities and of the Church.
Professionalism by being focused on our service, innovation and on creating value, dedicated to working competently, efficiently and effectively.

Strategic Goals

Optimise returns relative to risk.
Build and sustain strong relationships.
Provide cost effective financial products, services and distribution that meet our investor and borrower needs.
Optimise our unique Uniting Church relationships.
Maintain clear accountability and responsibility for performance.
Seeking out new and diversified revenue streams for growth and profit.
Develop, train and empower all staff.

Vision Statement

"Consistent with our charitable purpose, Christian Values and Mission, each year we strive to increase our distribution to the Synod of NSW and the ACT while also building a capital base that will ensure a sustainable endowment for the future."

Financial services are provided by The Uniting Church (NSW) Trust Association Limited ACN 000 022 480, ABN 89 725 654 978, AFSL 292186 and by The Uniting Church in Australia Property Trust (NSW) ABN 77 005 284 605 pursuant to a s.911A Corporations Act 2001 (Cth.) authorisation and APRA Banking Exemption No. 1 of 2006 (“Uniting Financial Services”), for The Uniting Church in Australia, Synod of NSW and the ACT pursuant to ASIC Regulatory Guide 87 exemptions. Uniting Financial Services® is a registered trademark of The Uniting Church (NSW) Trust Association Limited and is used with permission by The Uniting Church in Australia Property Trust (NSW).

Neither The Uniting Church in Australia, Synod of NSW and the ACT nor Uniting Financial Services is prudentially supervised by APRA. An investment with or contributions will not benefit from the depositor protection provisions of the Banking Act 1959. All financial services and products are designed for investors who wish to promote religious and charitable purposes and for whom profit considerations are not of primary importance in their decision to invest.