History of Success

Uniting Financial Services is identified as a leader amongst its peers in the charitable and religious development fund sector, known for its innovation and the quality of its staff and Board.

As a consequence of its expertise, Uniting Financial Services’ funds under management have grown significantly over the past ten years from just over $400 million to over $1.2 billion today, providing distribution income to the Synod of NSW and the ACT in excess of $100 million during this time. This success is due to:

Professional management, prudent investment policies and careful management of risk;
Our total value proposition for investors, in terms of price, suitability and flexibility in product and service provision; and
Our high level of engagement with Uniting Church organisations and ethical investment principles.

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.