KeyInvest 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 $12,750 is exempt from the age pensions Income Test, Assets Test and deeming provisions. The result is up to $994.50 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 $12,750 (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

 

 

KeyInvest is a trading name of KeyInvest Ltd ABN 74 087 649 474 AFSL 240667.   KeyInvest is not authorised to carry on business in any country other than Australia. The information contained in this website is directed to and available for Australian residents only. Copyright © KeyInvest 2017 unless otherwise noted.

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.

Testimonials

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
» Google Map

Phone: 1300 658 904
Fax: (08) 8231 4079
Email Us:

AFSL: 240667
ABN: 74 087 649 474

Join Our Newsletter

I'm Interested in: (Please select)

Follow Us

Remodal

Responsive, lightweight, fast, synchronized with CSS animations, fully customizable modal window plugin with declarative configuration and hash tracking.