Funeral Bond investors can now make up to $12,750 in contributions and still remain exempt from Centrelink's Asset and Income Test. Could this mean extra Age or DVA pension for you or your client?
Update to Exempt Asset Amount
July 05, 2017
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I have a lovely 2 bedroom unit, drive in lock up garage, a manageable front and back garden and wonderfully caring neighbors. I can also be in the city by bus in 15 minutes and to the beach in 40 minutes. I now have the time to do the things I enjoy, like overseas holidays. You can just shut the door and know everything is fine. It gives you a sense of freedom and it’s comforting knowing you have a good village manager - any problems and he is there to fix it. It’s a real feeling of peace of mind, my family are close. I am happy and they’re happy.
Gables of St Morris
For Kay and I moving into the McLaren Vale Lodge, back in February 2015, was just what we needed. We were at that stage when “downsizing” was a real option for us. The 3 bedroom unit gave us all the space we needed including a home office as well as room for the grandchildren when visiting. Living space is more than adequate and with it all being newly refurbished it’s so easy to maintain. We were welcomed by everybody we came in contact with including staff as well as residents and new neighbours.
McLaren Vale Lodge
McLaren Vale Lodge
Four and a half years ago we moved from the city to Woodside Lodge and continue to be very happy with our decision. Our modern villa provides us with privacy and allows us to put our own imprint internally as well as outside in the garden. It was important to us that our family, especially our grandchildren, found our new location a place where they were welcome and wanted to visit. This is evident by their regular visits. Family members refer to Darrol as the unofficial ‘ambassador for Woodside and the Adelaide Hills’.
Marlene and Darrol
We are delighted with our new home here at Chiton. The quality and attention to detail is second to none. We believe we are very fortunate to have the opportunity to enjoy the unique aspects of this 7 star eco village lifestyle. The wetlands walks are a delight and the vista from our living room is so peaceful; bird watching has become our new “hobby”. Truly a wonderful relaxing place to spend our retirement.
Chris and Terry
Chiton Retirement Living
We have been using Keyinvest for the past few years. We are always reluctant to use a new provider as you never know what level of service you will receive. On our first application we wanted some assistance just to guide us through. The team at Keyinvest were so obliging. Every time we contact them they are the same. It is such a refreshing change from the usual help desk random mood, random answer stereotype.
Tony Skinner - Wealth Strategist
SWM Finance Matters