McCartney Family Funerals are proud to work with Sureplan Friendly Society to provide industry leading Funeral Bonds for those who are 56 years or over and wanting to forward plan for their funeral expenses.
Our Funeral Directors can arrange for a funeral bond that suits your needs and arrange for fast coverage for your funeral bond products.
Sureplan’s funeral bond is called Sureplan Gold and it is a conservatively managed bond that is an ideal way with which to put aside funds for your funeral expense. You can either invest a lump sum, or save using regular deposits from as little as $50 per month. Therefore it is an ideal funeral saving plan.
With Sureplan Gold you are not locked into a contract to pay monthly funeral insurance premiums. You choose how much you wish to pay and you are free to change your saving program at any time. And crucially, as you do not have to make compulsory payments (as with funeral insurance plans) you cannot lose your money if you fall into arrears – your money will always be there for your family. But please note, as Sureplan Gold is a funeral bond, you will be unable to access your funds after the 30 day “cooling off” period.
Sureplan Gold has some important benefits over traditional savings and investment funds.
You can contribute up to $13,000 (as at 1/7/2018) without it being subject to the Centrelink or Department of Veterans’ Affairs Income and Assets Test – this is very relevant for self-funded retirees who are either receiving a part pension or who are just outside the pension entitlement threshold. For more information, click on the link below;