Finance

The purpose of this Ethical Investment Policy is to preclude the Diocese directly or via their appointed investment managers from making any investment in companies that are nominated as excluded by this policy.

Added Tuesday February 11 2025

This form is completed when a parish/entity is making an insurance claim.

Added Wednesday July 13 2022

The Parish Administration Act 2010 (as amended) stipulates that certain financial records be retained, certain accounts be presented to the Parish, and that they be audited by an appropriate person. This policy explains what is required. Please also click here for the User Guide that accompanies the policy.

Added Tuesday February 11 2025

This is the User Guide to accompany the Parish Audit Policy.

Added Tuesday February 11 2025

The attached two page “Parish Debit Card Facility – Card Holder Application Form” lays out the procedure to govern electronic payments via debit cards to ensure an appropriate level of control over the release of funds from the parish account.

Added Thursday April 20 2017

This Guideline sets out how parishes in the Anglican Diocese of Bendigo should invest any cash that is in excess of immediate operational requirements (> 12 months).

Added Monday February 25 2019

As Ministers of Religion, clergy and lay licenced ministers are able to salary package parts of their remuneration package. The diocese uses PBI Solutions for all salary packaging facilitated through the diocesan payroll. More information about PBI Solutions can be found on their website   PBI Solutions

Added Monday November 07 2022

Many trusts have specific conditions that limit the amount that can be withdrawn from the trust and/or the purpose to which the trust funds can be applied. As Trustee, the Diocese is obliged by law to ensure that these conditions are complied with. As a consequence, please do not assume that the full value of the Trust is automatically available for any purpose. If you have any questions about which Trust funds are available the Registry Staff will be happy to assist you.

Withdrawal requests of a higher value (over $5,000) or requesting a withdrawal of the corpus of the trust must be approved by the Executive. The Executive normally only meets monthly, so additional time for this approval may be required.

If the Trust Withdrawal Request is to fund a Property Project, please submit a Property Project Proposal first, by clicking here.

Added Tuesday May 04 2021