Due to CoVid constraints and the volume of mail going through Australia Post, please do not forward your forms to our mailing address. Please email all forms to contactus@unitingfinancial.com.au. Please note we no longer accept faxes. To avoid duplication please do not forward any emailed forms via Australia Post. Should you require any clarification, please do not hesitate to contact the Partner Solutions and Support team on 1300 133 673


Protect yourself
Logon Security
Keep your logon details unique and private

It’s important to keep your Internet logon details and Passcodes secret. This can better safeguard your online activity, but more importantly, it’s the first step to ensure you’re covered in the event of loss. Also remember:

  • when conducting banking activities, take safeguards to ensure no one else is able to observe or access credentials or other IT security information;
  • use strong passcode controls by adopting passcodes that are difficult to guess; changing passcodes regularly; avoiding reuse of passcodes; and not selecting the option on browsers for storing or retaining user identifiers and passcodes; and
  • apply appropriate controls for securing your computers and other devices used to access investment services.

Remember Uniting Financial Services will never ask you to update, verify or correct your Internet investment details directly into an email reply or over the phone.

In the event that an unauthorised transaction occurs – you must notify us immediately to minimise any loss. Refer to your Product Disclosure Statement for more information about passcode security.

The following are some other simple steps to help you protect your information and your money.

Types of fraud
Phishing, hoax emails and suspicious phone calls– scams that request your account information

“Phishing” is a form of Internet fraud that aims to steal valuable information such as card numbers, user IDs and passwords. A fake web site is created to look similar to that of a legitimate organisation, typically a financial institution such as a bank or insurance company. An email or SMS is sent requesting that the recipient access the fake web site and enter their personal details, including security access codes. The page looks genuine but users entering information are inadvertently sending their information to the fraudster.

Beware of hoax emails designed to look like they’ve come from Uniting Financial Services asking for personal information as they are fraudulent. Also be aware of phone scams where criminals pretend to be calling from Uniting Financial Services. When receiving phone calls, be naturally suspicious and call us back if you are not comfortable.

On occasion we may need to call you to discuss your investment or to answer a question from you. As part of the call, we may need to verify that we are speaking to the correct client by asking you some random security questions.

If you do not feel comfortable or have any concerns about the legitimacy of the call, please call our Partner Solutions and Support team on 1300 133 673

Identity theft

Identity theft is on the increase in Australia. It can take many forms, from fraudulent credit card use, to your entire identity being used to open accounts, obtain loans, and conduct other illegal activities.

Be suspicious if anyone asks you for your personal information. Scammers use convincing stories to explain why you need to give them money or personal details.

Here are 6 simple strategies to help protect your financial identity:

a) Ensure your letterbox is locked and check it for tampering. If you’ll be away from home for an extended period, arrange for mail to be held at your local post office or have a friend collect it.
b) Safely dispose of personal and financial information such as account statements, bills and receipts, by tearing or shredding them before throwing them away
c) Sign up to electronic statements, which can be viewed and downloaded when banking online: eStatements are also good for the environment
d) Check you’ve received all expected bills and statements as a missing statement could mean a thief has removed it from your mailbox
e) If you are moving house update your details straight away. Complete the “Change of Details” application form and forward to our Partner Solutions and Support team. This can be located on our website: www.unitingfinancial.com.au
f) Do we have your mobile or telephone number? Knowing your current contact details will enable us to contact you quickly if suspicious activity is detected. Complete the “Change of Details” application form and forward to our Partner Solutions and Support team. This can be located on our website: www.unitingfinancial.com.au
g) Ensure that your computer and other devices such as mobile phones that you use to access banking services are safe. To achieve this ensure you have internet security protection such as up-to-date anti-virus software, up-to-date computer browsers (e.g. Internet Explorer, Firefox) with firewalls activated. Scan your computer regularly and turn on automatic updates.

Always take your time to check whether a request is genuine. You can verify Uniting Financial Service requests by calling the Partner Solutions and Support team on 1300 133 673 Monday to Friday between 9am and 5pm.

Viruses and Trojans

Viruses and Trojans are harmful programs that are loaded onto your computer without your knowledge. The goal of these programs may be to obtain information, hinder the performance of your computer, or flood you with advertising.

Viruses spread by infecting computers and then replicating. Trojans appear as genuine applications and then embed themselves into a computer to monitor activity and collect information.

Using a firewall and maintaining current virus protection software can help minimise your chances of getting viruses and inadvertently downloading Trojans.

Spyware and Adware

When clicking on pop-up advertisements – ones that “pop up” in a separate browser window – it’s possible you are also downloading “spyware” or “adware”. These programs often come bundled with free programs, applications or services you may download from the Internet.

Spyware or Adware software covertly gathers your user information and monitors your Internet activity, usually for advertising purposes.

Be cautious about clicking on Internet banners and pop-ups or downloading free programs. Maintain current security software to detect and remove spyware.

For more information

Phone 1300 133 673

Trading hours are
Monday to Friday 9.00am until 5.00pm AEST Sydney time.

Office hours are
Monday to Friday 9.30am until 4.00pm.