The KeyInvest Funeral Bond is a capital-guaranteed secure investment, designed to help meet funeral expenses. Investing toward future funeral expenses with a KeyInvest Funeral Bond lifts the future financial burden off family and you may qualify for higher age pension today.
A Funeral Bond can be started with as little as $100 and you can make additional contributions via ad hoc lump sums or a regular savings plan (min $25 p.m.).
A KeyInvest Funeral Bond with up to $12,500 is exempt from the age pensions Income Test, Assets Test and deeming provisions. The result is up to $975 in extra pension every year. Twice that amount for couples. Like most things there are some conditions, so check with Centrelink or contact one of our helpful Client Services Representatives.
Payment of Benefits
When the time comes to claim, payment is made quickly usually within 7 days of us receiving a completed claim form. Any surplus that remains after paying the funeral account will be paid to the Estate.
Advantages of using the KeyInvest Funeral Bond
- A capital-guarantee covers the investment as well as any contributions and annual bonuses, once allocated
- No restrictions by health or age
- No contribution restrictions, however the investment should not exceed your anticipated funeral costs
- Individual or joint ownership is permitted
- Investments of up to $12,500 (indexed annually) will generally be treated as an asset exempt from Centrelink's Income and Asset Test
- It is a tax-paid investment
The KeyInvest Funeral Bond fund is managed by Henderson Global Investors (Australia) on behalf of KeyInvest.
For more information contact your Financial Adviser or KeyInvest on 1300 658 904.
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I have had a business relationship with KeyInvest for many years and throughout that time they have always been easy to deal with and always supportive in our endeavours to assist our clients. They continue to provide a great service and have a select range of services and products that are tailor-made for specific client situations. I have no hesitation in me or any of my advisers recommending KeyInvest to our clients where required.
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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
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.
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SWM Finance Matters
We are extremely happy with the high level 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 as well.
Forbes Wealth Planning