About Uniting Financial Services

How do I send my new investment application form to Uniting Financial Services?

You can open an investment with Uniting Financial Services by downloading an application form below and emailing it to contactus@unitingfinancial.com.au or sending via post. Alternatively, you can contact our friendly Service Team on 1300 133 673 for an application form to be posted out to you.Download Application Form for Ministers and Uniting Church Employees Download Application Form for Personal, Company, Trust and Others 

I have forgotten my User ID or passcode for Uniting Online. How do I get a new one?

Download an Application for Access to Uniting Online and complete the applicable sections for re-issuance of a User ID. The completed form can be mailed or delivered directly to our office. Upon receipt, we will contact you with your new User ID and passcode.You can also contact our Partner Solutions and Support team on 1300 133 673.

What is the difference between current balance and available balance?

Current Balance is the balance of your investment as at the nominated date including any uncleared funds. Available Balance is the balance of your investment available for immediate withdrawal as at the nominated date. All cheques take four days to process and clear.

Can I make a withdrawal from my Fixed Term Investment?

Yes. But given this investment is for a fixed term, rate and amount, an early redemption adjustment may be applied. Withdrawal is generally only approved in cases of hardship. Please refer to the Product Information Brochure for more information.

Will I be charged any fees?

We do not charge transaction or maintenance fees on any of our products or services. Details of other fees are contained in our Fee Schedule.

How can I get regular updates from Uniting Financial Services?

Uniting Financial Services provides investors with market and service updates quarterly through our regular e-newsletter. You can also find regular updates on this website.

How can I protect myself from internet and email scams?

You should be aware people have become victims of identity theft when they responded to bogus emails and telephone calls.  Please note that no one from Uniting Financial Services will ever contact you by email or telephone to request your Uniting Online passcode. The safety and security of your investment with us is our highest priority.NEVER provide your investment or login details in response to an email or telephone call you receive from someone purporting to represent Uniting Financial Services.  Should you receive a call from someone purporting to be from Uniting Financial Services requesting your Uniting Online passcode please contact us on contactus@unitingfinancial.com.auAlways login directly to unitingfinancial.com.au

Trouble shooting your online access

If you are having trouble accessing Uniting Online do not hesitate to contact us during normal business hours on 1300 133 673.

  CallInvestments and Lending: 1300 133 673Other enquiries: 02 8267 4300

  Emailcontactus@unitingfinancial.com.auWe are here to help.

  Post P.O. Box A2178, Sydney South NSW 1235  

  AddressLevel 10, 222 Pitt Street, Sydney NSW 2000

  Important for you to know Financial services are provided by The Uniting Church (NSW) Trust Association Limited ACN 000 022 480, ABN 89 725 654 978, AFSL 292186 (“UCTAL”) and by The Uniting Church in Australia Property Trust (NSW) ABN 77 005 284 605 (“UCAPT”) (together and separately “Uniting Financial Services”), for The Uniting Church in Australia, Synod of NSW and the ACT (“Synod”), under a s.911A Corporations Act 2001 (Cth.) authorisation and pursuant to APRA Banking Exemption No. 1 of 2021 and ASIC Regulatory Guide 87 and ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 exemptions. Uniting Financial Services® is a registered trademark of UCTAL used with permission of UCAPT. None of The Uniting Church in Australia, UCAPT and UCTAL is prudentially supervised by APRA. Therefore, investments with or contributions to these Uniting Church organisations will not receive the benefit of the Financial Claims Scheme or the depositor protection provisions in the Banking Act 1959 (Cth.). All financial services and products are designed for investors who wish to promote the religious and charitable purposes of Uniting Financial Services and The Uniting Church in Australia and for whom profit considerations are not of primary importance in their decision to invest. The information on this page has been prepared without considering your objectives, financial situation or needs. You should, before acting on it, consider its appropriateness to your circumstances or refer to the relevant disclosure document. Loan applications are subject to credit approval. Interest rates are subject to change. Fees and charges may apply.