Funeral Bond

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.).

 

Pension Benefits

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.

 

Download Funeral Bond Product Disclosure Statement

Contact Us

Our Financial Products have been designed to Help You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Call Us Today on 1300 658 904 or Complete the form below and one of our friendly staff will contact you asap.

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Our Financial Products have been designed toHelp You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Click Here or Call Us Today on 1300 658 904 There’s Never Been a Better Time to Secure Your Future

KeyInvest Head Office

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000
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Phone: 1300 658 904
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