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 Funeral Fund


 


A UCA Funds Management Funeral Fund account is a simple way to make sure there’s no burden on the ones who are left behind. 

The investment and accumulated interest earned by your Funeral Fund will be put towards the funeral expenses. The executor simply presents the invoices or proof of payment of such invoices for your funeral expenses to UCA Funds Management and any remaining balance will be paid into your estate. 


 

​​Who can invest?​​Personal investors (individual investors only)
Minimum investment​$100
​Fees 1​Nil
​Income distributions​Half yearly (30 June, 31 December)
Additional investments​Anytime by electronic transfer, direct debit​ or cheque
Maximum investment amountIndexed annually (Check current amount)

Funeral Fund investments are exempt from the assets test. For more information, please see the Offer Document​ or the Social Security Law website


Where is my money invested?

The Funeral Fund invests directly in the UCA Enhanced Cash Portfolio, in line with our Ethical Investment Guidelines​.​​
 ​
Download Application Form  



More Information

 

Online access to your accounts - Online Investor​ 

1  No fees for establishment, contributions, redemptions or exit. Management costs apply

2017 Investor Briefing - register now!

 Download Application Form

 ‭(Hidden)‬ How to Apply

  1. To view the application form click on the link above and then click on the check box to indicate that you have read and agree to the conditions of the disclaimer.
  2. Print and complete the application form and return to: UCA Funds Management, 130 Little Collins Street, Melbourne VIC 3000.
  3. Appropriate certified identification documents must be attached to the application form and returned to our office either by post or in person.
  4. If you have any questions regarding opening an account or would like a printed application form mailed out to you, please contact us on 1800 996 888.