Individual Clients

The Fund offers one type of investment account to all our investors. This investment account has interest calculated on the daily balance and either paid or reinvested quarterly at the end of March, June, September and December.

Our current interest rate on investment accounts is a competitive pa plus there are no fees or charges on your account.

Before opening an account with the DIF please read our Disclosure Statement.

To open an account, you can visit us at our head office at 10 Orion Street, Lismore or visit one of our agents conveniently located throughout the diocese. For identification purposes we will require a photocopy of your drivers licence or other form of Government issued identification.

Accounts may be opened with a minimum of $100.00. We ask that you also maintain a minimum balance of a $100.00 in order to keep the account opened.

Funds may be invested into your account by visiting head office, one of our agents, or directly from your bank account into the Diocesan Investment Fund account. If it is more convenient, we can order you a special deposit book for use through any Westpac Bank branch.

Withdrawals may be made by obtaining a “not negotiable” cheque from head office, from one of our agents, or by electronic transfer to one of your nominated bank accounts. Cash withdrawals are not available.

For more information about operating an account, please phone the Fund on freecall 1800 802 516.