Self Help Scheme
Working together with your supporters to fulfil your mission
Are you a Self Help Scheme Organiser? Click here for information and resources to help you grow your Self Help Scheme!
Self Help enables many Uniting Church organisations to fulfil their mission by harnessing the support of their members and friends. Self Help is made of two parts:
- A Self Help Scheme which is established by a Uniting Church organisation; and
- Self Help Investments which are opened by supporters of the Uniting Church and linked to the Self Help Scheme.
Members and friends are able to provide direct, ongoing financial support to their chosen Uniting Church organisation by foregoing their interest and redirecting this benefit to the organisation’s Self Help Scheme.
Self Help is simple to manage and gives Uniting Church organisations a way to increase financial support for their mission.
How Self Help Works
A Uniting Church organisation establishes a Self Help Scheme with Uniting Financial Services by opening a Self Help Settlement Facility. Once established, members and friends are invited to support the organisation by opening a Self Help Investment and linking it to the Self Help Scheme.
Investors can remain anonymous to the Scheme if they choose.
Self Help Investors forego their interest, and this benefit is credited to the Self Help Scheme on a quarterly basis. Self Help income can be used for any mission purpose deemed appropriate.
Uniting Church organisations may also apply for a Self Help Loan, and use their Self Help Scheme’s income to repay their loan.
Uniting Financial Services makes it easy to manage and promote Self Help to supporters, by:
- Providing a Self Help Scheme statement to the Scheme Organiser each quarter, after the last business day ending March, June, September and December;
- A Supporter Summary is also provided each quarter, showing the balance of each Self Help Investment linked to the Scheme; and
- The nominated Self Help Scheme Organiser will receive a promotion kit to help grow their Self Help Scheme.
Fulfilling the mission of the Uniting Church sometimes requires more than faith. In fact, sometimes large, capital expenditure is required to achieve an important goal. That is where a Self Help Loan can make a difference.
Uniting Church organisations can apply for a Self Help Loan to assist them achieve their mission and future plans. Self Help Loans are currently offered at 1.25% less than The Uniting Church Loan - Variable Interest Rate, making Self Help Loans a cost effective financing solution for Uniting Church organisations.
Where serviceability requirements can be met, Uniting Church organisations are able to borrow for approved purposes up to the total balance of Self Help Investments linked to the Scheme.
For more information on Self Help Loans, please call our friendly Service Team on 1300 133 673, or email us with your enquiry.
Click here for our current Interest Rate Schedule
Changes were made to the Self Help Schemes effective from 1 April 2010. Please click here for Frequently Asked Questions about these changes.
APPLY NOW
Please read and understand documents listed 1 to 3 below and then complete:
- Investment Application – Uniting Church Organisations – Form 2 and, if applicable
- Identification and Verification Reference - Form 7.
1 - Product Disclosure Statement which includes Interest Rate Schedule and Fees Schedule
2 - Product Information Brochure which includes Interest Rate Schedule and Fees Schedule
3 - Financial Services Guide
Other important information
Change of details - Form 3Change of address / name
Change to Authorised Signatories - Form 4
To alter the authorised signatories on an Investment
Sweep Application - Form 6
Have funds transferred between your At Call Investments and Cheque Facility
Periodic Payment Authority - Form 9
Arrange for a new, or amend/cancel an existing regular debit authority from a Uniting Financial Services At Call Investment.
Direct Debit Request - Form 10
Arrange for a new, or amend/cancel an existing regular credit to a Uniting Financial Services At Call Investment.
Application for Uniting Online/Uniting by Phone - Form 11
To apply for or to change online access to your investments or loans or to change your daily transfer limit
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