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Fixed Term Investment

Every dollar you invest into a Uniting Financial Services Fixed Term Investment ensures you receive a good rate of interest and helps less fortunate community members.

Enjoy flexible terms, between 6 and 60 months, and fixed interest rates for the term of your investment with no transaction or maintenance fees. Choose to have your interest added to the principal, or paid into another at call investment. Ask for a special quotation on amounts over $250,000 or terms of less than 6 months.
Your money is secure - repayment of all investments and interest is underwritten by the assets and resources of The Uniting Church in Australia Property Trust (NSW).

Interest-paid six-monthly option

Minimum investment of $2,000;
Terms up to 60 months;
Interest calculated daily and paid every six months and at maturity of the investment;
No transaction or maintenance fees;
Statements issued in June and December.

Interest-paid monthly option

Minimum investment of $20,000
Terms from 12 to 60 months
Interest calculated daily and paid monthly and at maturity of the investment;
No transaction or maintenance fees;
Statements issued in June and December.

Click here for our current Interest Rate Schedule.

APPLY NOW

Please read and understand documents listed 1 to 3 below and then complete either:

Investment Application – Personal Investors – Form 1, OR
Investment Application - Company, Trust and Other Entities – Form 17,

AND, if applicable
Identification and Verification Reference - Form 7.

Before completing an application, please read:

1 - Product Disclosure Statement which includes Interest Rate Schedule and Fee Schedule

2 - Product Information Brochure which includes Interest Rate Schedule and Fee Schedule

3 - Financial Services Guide

Other important information

Change of details – Form 3
Change of address / name

Change to Authorised Signatories – Form 4
To alter the authorised signatories on an Investment

Application for Access to 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

Authority to Operate - Form 16
Form to authorise a third party to operate

You will need Acrobat Reader to open these files.

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.