Sureplan is an Australian-owned specialist funeral fund
manager which has over the years helped thousands of people in their time of greatest need. We offer two distinct funeral preplanning products:
Sureplan Gold is a conservatively managed funeral bond that is an ideal way to put aside funds for your funeral expense. You can either invest a lump sum or save using regular or ad-hoc deposits from as little as $50.
The funeral benefit must be used to meet any reasonable funeral expense and any left-over amount is the property of your estate.
You cannot withdraw funds after the initial 30 day “cooling off” period and the funeral benefit can only be paid to your nominee on behalf of your estate on your death.
An investment in Sureplan Gold may be exempt from the Assets Test for Centrelink and DVA pensionersSureplan Gold is treated as an Exempt Asset for Centrelink and Veterans’ Affairs pensioners providing no more than two funeral funding arrangements are claimed, and together they do not exceed the maximum eligible investment threshold. For more information, click on the link below.
www.humanservices.gov.au/customer/enablers/funeral-bonds-and-prepaid-funerals
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