The Foresters Financial Funeral Bond is a capital guaranteed investment with the specific purpose of setting money aside to contribute to future funeral expenses.
A funeral bond is a tax effective way to save in advance for the cost of a funeral. Simply set aside a single lump sum amount or choose to make regular payments over time and your investment will grow as it enjoys the benefit of annual bonus payments.
A funeral bond may also help maximise any government pension entitlements as it is deemed an exempt asset (provided the sum does not exceed the funeral bond threshold). Importantly, a funeral bond ensures your investment will be used as you intended it, to contribute towards the cost of funeral expenses.
Foresters Financial is a proud member-owned investment and insurance company that puts its members financial security first, with 80,000 members across Australia. With over $380m in funds under management and origins that date back over 170 years, Foresters is a funeral investment expert. Our ethos of helping the community in their time of need that founded Foresters in 1849, continues today.
Our capital guarantee means you will always receive back your contributions plus any declared bonuses.
Start investing with as little as $25 per month; and up to $13,500 (as at 1 July 2020) will be exempt under any asset pension test.
Setting aside funds for your funeral will help ease the financial burden for loved ones and give you peace of mind.
Accepted claims are generally paid within 24 hours either to your estate or your Nominated Funeral Director.
With over 170 years’ experience of supporting our members in their time of need, our friendly Australian based support team is here to support you every step of the way.
Helps cover transportation costs should you pass away whilst traveling away from your home, within Australia. For more information please see page 13 of the Product Disclosure Statement below.
Once all relevant documentation has been processed, we will send you a confirmation letter and Certificate of Membership of Foresters Financial. Any investment will also be subject to a thirty (30) day cooling off period, so should you change your mind during this period for any reason we will refund all contributions.