Your investment will be in debentures issued by the Trustees of the Roman Catholic Church for the Diocese of Maitland-Newcastle ABN 62 089 182 027 (the Trustees/we/us) on behalf of the Diocese of Maitland-Newcastle Catholic Community Fund ABN 59 728 447 508 (Fund). It will be used to generate a return to the Fund that will be applied to further the charitable works of the Catholic Church.

We are required by law to tell you that your investment is not comparable to those with banks, finance companies or fund managers. The Fund is not prudentially supervised by the Australian Prudential Regulation Authority (APRA) nor has it been examined or approved by the Australian Securities and Investments Commission (ASIC) because we have been granted exemptions.

Under these exemptions, we are required by law to tell you that:

• you will not receive the benefit of the Financial Claims Scheme or the depositor protection provisions in the Banking Act 1959 (Cth);
• investments offered by the Trustees are not subject to the usual protections for investors under the Corporations Act (Cth) or regulation by ASIC;
• investments offered by the Trustees are only intended to attract investors whose primary purpose for making their investment is to support the charitable works of the Catholic Church;
• an identification statement which contains information about the Trustees and the Fund may be viewed at myccf.com.au/regulatory
• the Trustees do not hold an Australian Financial Services Licence but have entered into an intermediary authorisation with CDFMN AFSL Limited ABN: 74 623 033 830, AFSL No. 504182 to issue and deal in debentures;
• there is a risk that you may not get some or all of your money back when you expect or at all.

CDPF Limited, a company established by the Australian Catholic Bishops Conference, has indemnified the Trustees 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 the Catholic Diocese of Maitland-Newcastle.

Download the Catholic Community Fund’s ASIC Identification Statements below:

• ASIC Identification Statement – 2022 (Current)
• ASIC Identification Statement – 2019
  
• ASIC Identification Statement – 2018
• ASIC Identification Statement – 2017

The Catholic Community Fund (CCF) and CDFMN AFSL Limited are committed to complying with the Privacy Act 1988 (Cth) (“Privacy Act”) and the Australian Privacy Principles contained in the Privacy Act. Our members’ privacy has always been of utmost importance to us.

The CCF has procedures in place to ensure the privacy of our members’ personal information.

This policy is available free of charge and we can send you a copy upon request.

View our full Privacy Policy here.

The Hardship Policy sets out the basis on which Catholic Community Fund (CCF) will determine whether “exceptional circumstances” that may lead to financial hardship exist that would warrant the early release of funds to Non-Associate Retail Clients (retail investor).

View our full Hardship Policy here.

We strive to provide excellent service. If you are unhappy with a product or service, or we do not meet your expectations, we would like to know so we can continue to improve.

View our Complaints Guide here.

To see our Annual Reports, please click here