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

Transaction Manager

The UFS (Uniting Financial Services) Transaction Manager is exclusively designed to help Uniting Church Organisations to manage day-to-day payments and receipts.

You can add to or withdraw from your Transaction Manager at any time and interest is calculated daily and paid monthly. Interest can be compounded or transferred to another UFS investment and we also offer a balance sweep facility so your funds can automatically be transferred to another investment.

Easy access and no fees

Every dollar of your Organisation’s money is free to work harder with no transaction or maintenance fees. Accessing and managing your funds is easy online.

Supporting your Church as we support you

Just as your Organisation benefits from an efficient interest-bearing facility, the Uniting Church benefits from your investment. Every dollar your organisation invests helps serve your community as it is reinvested in a variety of projects and missions.

Features and benefits
  • Good interest rates
  • Free deposit books
  • No transaction or maintenance fees
  • No minimum balance is required
  • Interest is calculated daily and paid monthly
  • A balance sweep facility is available
  • Statements are issued monthly
  • Transact and manage your facility via Uniting Online
  • Make payments with ease via electronic funds transfer (EFT), BPAY or direct debit
  • Deposit cheques given to you as payment through Australia Post

To apply

Please read and understand the items below and complete the application form:

1. Product Disclosure Statement
2. Product Information Brochure
3. Financial Services Guide

 


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.