Uniting Finanical Services

Uniting Church Organisations

Uniting Financial Services is run by a team of investment professionals who believe that strong returns and strongly held beliefs are mutually compatible. We support individual wealth creation in ways that build and enrich the communities we share. This unique approach has helped us grow our funds under management from just over $400 million ten years ago, to more than $1 billion today.

Products and services are offered to Uniting Church organisations by The Uniting Church (NSW) Trust Association Limited, delivered under the registered trademark ‘Uniting Financial Services’.

The Uniting Church (NSW) Trust Association Limited (‘Trust Association’) operates exclusively as the Treasury for The Uniting Church in Australia entities and organisations operating in NSW and the ACT. The Trust Association sources funds, undertakes investments and provides loans to organisations of the Uniting Church. All funds are derived from church entities such as presbyteries, congregations and Uniting Church organisations such as UnitingCare NSW.ACT and schools.

We are the trusted provider of financial services to all entities of the Synod of NSW and the ACT, combining financial expertise with an in-depth understanding of church mission to provide Uniting Church organisations with a range of specialised financial products and services.

Funds invested with Uniting Financial Services are prudentially managed by our professional team, which is guided by an experienced Board and the ethical principles of the Uniting Church. We provide a good rate of return, easy access to investments plus our friendly Service Team is available to assist with any enquiry.

Every investment with Uniting Financial Services benefits the Synod of NSW and the ACT (‘The Synod’). Our work provides approximately 80%* of the income of the Synod each year, directly contributing to the Uniting Church’s mission and service.

* Average income contribution over the past 5 years.

Products and Services:

Fixed Term Investment
Good rates for fixed terms

At Call Investments
Easy access and good interest rates

Self Help
Working with your Uniting Church community realise your mission

Special Interest Rate Offers
Offers available for a limited time only!

Cheque Facility
A convenient way to pay bills and draw petty cash

Periodic Payments and Direct Debits
Save time and effort with automated regular payments

Giving Direct
Efficient and cost effective way to contribute to your church

Corporate Card
A corporate credit card specifically for Uniting Church Organisations

Church Loans
Loans available to Uniting Church organisations to help with your goals (subject to approval)

Housing Loans
For specified Uniting Church Ministers and eligible Lay Staff (subject to approval)

Car Loans
For Ministers, Ordinands, Parishes, Presbyteries and eligible Lay Staff (subject to approval)

Furniture Loans
For exit students and eligible individuals (subject to approval)

Uniting Online
Access and manage your organisation's investments and loans online

Uniting by Phone
Enquire about your organisation's investments and loans via your telephone.

Interest Rate Schedule
Lists the Interest Rates on all products available to Uniting Church Organisations

Fee Schedule
Lists fees charged for specific services requested

Forms

Forms & Links
All the forms and special links available on our web site.

Uniting Churche

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 2011 (“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.

Web Developer SydneyCopyright © 2012 Uniting Financial Services. All Rights Reserved. Last updated: 4/11/2011 8:36:00 AM