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
We came across Winzor Retirement Estate, we liked it straight away mainly because it had privacy in the back garden. Winzor Retirement Estate isn’t too big which we also liked, it means you get to know everyone and it’s secure. It’s a great lifestyle with all amenities close by and we don’t have to worry about maintenance problems as most are handled by KeyInvest. We would certainly recommend this village to anyone thinking of moving into a retirement village.
Elaine and Malcolm
Winzor Retirement Estate
We are extremely happy with the high level of support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources.
Forbes Wealth Planning
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