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Self Help Investment

Working together to fulfil church mission

Self Help is a simple way for church members to help their Uniting Church organisation to fulfil its mission.

Self Help is made of two parts:

a Self Help Scheme which is established by the Uniting Church organisation, and
Self Help Investments which are opened by supporters of the Uniting Church organisation and are linked to the Self Help Scheme.

Self Help enables church members and friends to provide direct, ongoing financial support to their chosen Uniting Church organisation by foregoing interest on a Self Help Investment and redirecting this benefit to the organisation’s Self Help Scheme.

Funds in a Self Help Investment remain accessible to the investor, while the foregone interest provides an ongoing source of income directly to the Uniting Church organisation’s Self Help Scheme. This income can be used to either service a loan or as additional income for any mission purpose the church organisation deems appropriate.

A Self Help Investment is an at call investment with a difference. The investment enables supporters to forego interest on their investment and redirect this benefit to the Self Help Scheme of their choice. As funds are at call, Self Help investors are able to manage their support of the church alongside their other financial needs.

Self Help Investments are linked to a Self Help Scheme established by a Uniting Church organisation.
Investors forego interest on a Self Help Investment to benefit the Self Help Scheme.
The minimum initial investment amount is $100.
Funds are available and at call. Investors can add or withdraw funds at any time.
There are no transaction or maintenance fees.
Your investment earns a good rate of interest for your chosen Self Help Scheme.
Your investment is easily accessible via Uniting Online and Uniting by Phone.
Self Help investors are able to be anonymous to the Self Help Scheme if they choose.
Self Help Scheme income is able to be used for any mission purpose the church organisation deems appropriate.

As every investment with Uniting Financial Services benefits The Uniting Church in Australia, Synod of NSW and the ACT, Self Help Investments also support all church organisations of the Synod.

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

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

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.