A simple and effective way to put money aside and accumulate
funds to help meet the cost of funeral expenses.
The FuneralPlan Bond offers capital guaranteed and growth investment options, and may offer valuable tax and social security advantages. A FuneralPlan Bond is
very flexible however funds cannot be withdrawn prior to death.
Individuals may, if they wish, nominate or assign their
FuneralPlan Bond to a funeral director of their choice at any time.
The FuneralPlan Bond helps investors seeking strategies for safeguarding
the age pension and entitlements for a surviving spouse and to improve
or maintain Centrelink entitlements and reduce tax.
Simply complete and return the Application form found at
the bottom of the Product Disclosure Statement along with
the initial contribution to the investment which can be made
via direct debit, BPAY® or cheque.