UNITING CHURCH IN AUSTRALIA

Presbytery of Canberra Investment Fund

Exemption Date - 11 July 1991

Self Help Fund (previously known as Self Help Fund St. James NSW)

Exemption Date - 1 March 1991

Synod of South Australia Investment Fund

Exemption Date - 1 March 1991

Synod of SA Uniting Church Investment Fund Local Support Scheme

Exemption Date - 6 March 2000

Synod of Victoria Development Fund ( Pre 1 Jan 1998)

Exemption Date - 1 March 1991

Note:The original version of the Synod of Victoria Development Fund which existed prior to 1 January 1998 was exempt from the deeming provisions.  There was a problem with this original fund and it had to be closed to new investors as it no longer qualified for a deeming exemption from 1 January 1998.  The Synod of Victoria then created two new Development Funds from 1 January 1998.  One with the same name Synod of Victoria Development Fund which is not exempt from deeming from 1 January 1998 and another with a new name Synod of Victoria Development Fund Deeming Exempt which retained a deeming exemption.

Synod of Victoria Development Fund Deeming Exempt

Exemption Date - 1 January 1998

Note:The original version of the Synod of Victoria Development Fund which existed prior to 1 January 1998 was exempt from the deeming provisions.  There was a problem with this original fund and it had to be closed to new investors as it no longer qualified for a deeming exemption from 1 January 1998.  The Synod of Victoria then created two new Development Funds from 1 January 1998.  One with the same name Synod of Victoria Development Fund which is not exempt from deeming from 1 January 1998 and another with a new name Synod of Victoria Development Fund Deeming Exempt which retained a deeming exemption.

Synod of Western Australia Investment Fund

Exemption Date - 1 March 1991

Synod of WA Uniting Church Homes Capital Development Fund

Exemption Date - 18 August 2000

Uniting Church Investment Service operated by the Uniting Church in Australia Property Trust (Queensland)

Exemption Date – 1 March 1991

Note:The Uniting Church in Australia Property Trust (Queensland) is the parent organisation which is managed by Uniting Church in Australia Investment Services (a.k.a. UNIS). The Mutual Support Scheme and the Deposit Fund are two sub-investments of the Trust.  The Ready Access Account, Cash Flow Account, Target Savings Account, Term Deposit Account, Corporate Cash Management Account and Parish Collections Plan Account are sub-legers of the Deposit Fund.  All funds deposited via the sub-investments and sub-ledger accounts are held in the Uniting Church Investment Service, a pooled fund, which has been exempted from the deeming provisions.