About Uniting Financial Services

Plan for peace of mind, care for your communityFuneral Investment for Personal, Company, Trust and Others

A simple, secure investment While it’s a topic many of us avoid, being prepared for the ultimate date of departure is a responsibility we all need to acknowledge. Freeing your friends and family from the additional stress of worrying about how to fund your funeral with a Funeral Investment, is a true expression of care.   With a Uniting Financial Services Funeral Investment, on notification of your passing the full value of your investment can be used to fund your funeral expenses and any surplus funds will be paid to your estate.   You can also rest assured your wishes will be respected. Funeral Investments may only be opened by individuals and only withdrawn to pay the investment holder’s funeral costs.   Help your community Just as your loved ones will benefit from your Funeral Investment, the Uniting Church reinvests these funds in a variety of socially responsible projects to benefit your community. 

Certainty

Earning

Community

Features and benefits    Competitive interest rate   No minimum balance   Funds can only be withdrawn to pay the investment holder’s funeral costs   Interest is calculated daily and paid half yearly (subject to ATO restrictions)   No transaction or maintenance fees   Investments can only be opened by individuals (no joint investments allowed) Exempt from Social Security income and assets tests (subject to special conditions)

Got a question? If you would like more information about any of the products in our range, simply click Enquire Now below to fill in a form and one of our helpful team members will get back to you.

Enquire Now

  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.