Personal | Important Information
CDF Community Fund: Important Information for Personal Accounts
A total of 11 Dioceses across Australia participate in the CDF Community Fund. These include Ballarat, Bunbury, Hobart, Paramatta, Melbourne, Rockhampton, Sale, Sandhurst, Townsville, Wagga Wagga, and Wollongong.
Important Links
These links provide information on the structure of the fund, including compliance requirements:
- Financial Services Guide
- Direct Debit Request Service Agreement
- Dormant Accounts Policy
- Unclaimed Monies Policy
- Hardship Policy
- Information Statement: Mission Saver
- Information Statement: Mission Saver Plus
- Information Statement: Mission Saver Student
- Information Statement: 31 Day Mission Saver
- Information Statement: Term Investment
- Member Online Account Access Conditions
- Privacy Policy
- Whistleblower Policy
- Complaints Procedure
- Disclosure Statement
- Electronic Verification of Identity Statement
- Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Statement
- CDF Online Terms and Conditions
Annual Financial Statement
- CDF Community Fund Annual Financial Statement FY24
- CDF Community Fund Annual Financial Statement FY23
- CDF Community Fund Annual Financial Statement FY22
- CDF Community Fund Annual Financial Statement FY21
- CDF Community Fund Annual Financial Statement FY20
- CDF Community Fund Annual Financial Statement FY19
- CDF Community Fund Annual Financial Statement FY18
Identification Statements
The CDF Community Fund Identification Statement provides information on the structure of the Fund, including compliance requirements:
CDPF Limited, a company established by the Australian Catholic Bishops Conference, has indemnified the CDF Community Fund ABN 94 380 397 118 (the Fund) against any liability arising out of a claim by investors in the Fund. In practice, this means your investment is backed by the assets of Catholic Archdiocese of Melbourne. The Fund is required by law to make the following disclosure: Investment in the Fund is only intended to attract investors whose primary purpose for making their investment is to support the charitable purposes of the Fund. Investor’s funds will be used to generate a return to the Fund that will be applied to further the charitable works of the Catholic Church. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC). An investor in the Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959 (Cth). The investments that the Fund offers are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC. Investors may be unable to get some or all of their money back when the investor expects or at all and investments in the Fund are not comparable to investments with banks, finance companies or fund managers. The Fund’s identification statement may be viewed here or by contacting the Fund. The Fund does not hold an Australian Financial Services Licence. The Fund has entered into an intermediary authorisation with CDFCF AFSL Limited ABN 49 622 976 747, AFSL No. 504202 to issue and deal in debentures.
