Sureplan Gold Funeral Bond
A secure funeral bond investment fund
If you are not be eligible to join the Sureplan Family Fund because of a health or medical condition, or you are over 55 years old, Sureplan Gold is an excellent way to put funds aside for a funeral.
- You contribute amounts either as a lump sum or regular payments.
- A bonus (based on fund earnings) may be allocated to your investment annually.
- On your death, your contribution and bonuses are paid to your nominee to help pay your funeral costs.
A funeral bond is a safe, simple and tax effective way to grow your funds in a secure and tax effective environment to help meet the expense of a funeral. Funeral bonds also have significant advantages for means tested Centrelink and Department of Veterans’ Affair pensioners.
Sureplan Gold works in a similar way to a savings account , except that you cannot withdraw any funds after the initial ‘cooling off’ period. Proceeds can only be paid to your nominee on behalf of your estate on your death.
Sureplan Gold pays your nominee the accumulated contributions plus bonuses (there are no entry or exit fees) within 24 hours (one working day) of notification of your death, so that the necessary funeral arrangements can be made with confidence, if a member dies within twelve months of joining any bonuses previously allocated will not be paid.
Completing a Sureplan Gold Funeral Bond application
Please download and complete both forms. For your convenience, most of these forms can be filled in on your computer and then printed for you to sign.
The Sureplan Gold Disclosure Document contains more Information on the Funeral Bond and an Application Form.
Send the completed Forms to:
Des Allen & Co Funerals
7 Phoebe Crescent