Time To Plan Ahead

One of the most thoughtful things one can do for your family is to pre-pay for your funeral. This may provide special financial benefits to pensioners and retirees. Serious consideration should be given to this concept. The procedure can be as simple or detailed as you desire and the benefits include:

Financial

Taking away the financial burden for your loved ones plus at the same time taking advantage of any Centrelink benefits that might be available.

Organisation

Greatly reducing the amount of time your family will have to spend on difficult administrative matters, you can get all the planning out of the way.

Family Focus

By planning ahead, when the time comes your family can focus on supporting each other and working through their grief.

Comfort

Reassure your family that you were prepared and your wishes are being carried out. Planning will assist your family to find a level of peace. 

For You To Consider

Your Funds

Are your funds lodged in a Friendly Society Funeral Bond or similarly approved investment as prescribed by the Funerals Act 2006?

Bond Certificate

Did you receive a copy of the Bond Certificate, numbered and in your name?

Fund Protections

Are the funds protected and guaranteed by the institution ensuring that no one (not even the funeral director) can obtain the funds until the time of death?

Funeral Director

Is your prospective funeral director LONG ESTABLISHED, reputable and highly regarded in your community

Social Services

Is the fund approved by Centrelink as an exempt fund for the purposes of the Assets Test, Income Test and Deeming Provisions?

Contract

Did you receive a written contract setting out all arrangements and guaranteeing they will be carried out without additional cost to you, your estate, or your family?

Tax

Is the fund tax advantaged under the Income Tax Assessment Act?

Pre-Paid Laws

Is your funeral director conversant with the laws governing pre-paid funerals?

Financial Stability

Does your prospective funeral director have an impeccable history of financial stability?

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