FuneralBond is a simple and tax effective way to help meet your future funeral costs, with no age or health restrictions. You can incorporate the investment as part of a pre-paid funeral arrangement and there is also the potential to improve pension benefits.
There are many reasons why planning for your funeral can be a positive experience rather than just an uncomfortable conversation. By investing in a FuneralBond you’re taking the pressure off your family when the time comes. With no age or health restrictions, you can also choose to incorporate the investment as part of a pre-paid funeral arrangement.
FuneralBond investments are taxed at a maximum rate of 30%, making it a tax effective way to save for future funeral expenses or to fund a pre-paid funeral. Plus, you’re not required to report any investment returns in your annual personal tax return.
Up to a certain limit ($12,750 as at 1 July 2017), a FuneralBond is exempt from the Centrelink and the Department of Veteran’s Affairs assets test as well as the income test that applies to the age pension, service pension and other means tested Government entitlements.
You can transfer the ownership of a FuneralBond as a pre-paid funeral arrangement to a funeral director of your choice. This transfer of ownership normally occurs without personal tax or capital gains tax implications.
Start investing with as little as $1,000
37 investment options to choose from, including access to term deposits
A regular savings plan
No age or health restrictions apply, unlike funeral insurance
Opportunity to transfer ownership to a funeral director of your choice
Complete your application online.
You can save your progress at any time during your application.
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