A Tax Minimiser Funeral Bond is a simple, safe and effective way to put money aside and accumulate benefits to help meet the future cost of funeral expenses. The Funeral Bond is capital guaranteed by Lifeplan and has valuable tax and social security advantages.
The initial contribution can be as little as $500 or as much as $11,250* but must not exceed the anticipated funeral expenses.
The money is portable, even if investors move interstate, to help meet the cost of funeral expenses. The Funeral Bond is a special type of life policy whereby the benefit become payable on death. The benefit can only be used towards meeting the reasonable cost of funeral expenses.
* Funeral Bond limits have increased to $11,250 from 1st July 2011.
Lifeplan will now accept faxed/scanned applications (Adviser Use Only)
Lifeplan will now accept faxed and scanned documents (this includes applications, claims etc) to improve processing standards. Scanned documents can be emailed to enquiries@lifeplan.com.au or if you prefer to fax your document send it to 1800 804 890.
If you have any additional enquiries, please contact the Adviser Services line on 1300 133 285.
