Why Choose a Bendigo Funeral Bond?
The protection of a capital guarantee – Your original and subsequent net investments – plus declared bonuses – are guaranteed upon your death.
Full details are contained in the Disclosure Documents, which can be downloaded from this site or pickup at any Bendigo Bank branch.
Financial planning advantages
There may be financial planning advantages associated with investing in a Funeral Bond, including important taxation and pension considerations. Investments of up to $13,250 (current threshold for the 2019-20 financial year) in a funeral bond such as the Australian Funeral Bond or the Bendigo Funeral Bond, are exempt from Centrelink and the Department of Veterans’ Affairs income and assets tests. We recommend that you consult your financial planner prior to investing in the Bendigo Funeral Bond.