Pre-Planning a Funeral

Benefits of investing In SurePlan Gold

• Peace of mind – John Oxley funerals know exactly how you want your service to be conducted and have fully planned and paid in advance. Family and friends can celebrate your life rather than worrying about planning the details of your service.
• Investment Security– As the preservation of members’ funds is the primary objective of Sureplan Gold, it only invests in cash and low risk securities. The actions of Sureplan are regulated by the Australian Prudential Regulation Authority (APRA) and Sureplan is also licensed by the Australian Securities and Investments Commission (ASIC).
• Investment Returns– A bonus may be allocated to your policy annually, based on the earnings of the Fund. The allocation of bonuses is not guaranteed and past performance is not necessarily a reliable indicator of future performance. Please read this section in conjunction with the section titled ‘The risks in joining the Funds; Sureplan Gold and Body Transportation Funeral Fund’.
• Low Cost – There are no entry, contribution or exit fees.
• Flexibility – You can make regular contributions from as little as $50. You can also at any time replace your nominee with another person or organisation.
• Pension Maximisation – Sureplan Gold is treated as an Exempt Asset for Centrelink and Veterans’ Affairs pensioners providing no more than two funeral funding arrangements are held, and together they do not exceed the maximum eligible investment threshold. To confirm the current maximum eligible investment thresholds please refer to our website – www.sureplan.com.au.
• Reducing Aged Care Costs – When entering an aged care facility an investment in Sureplan Gold may reduce your assessable assets which in turn may reduce your accommodation costs.
• Easy and Fast Claims – We guarantee to pay your funeral benefit within 1 working day of receiving independent confirmation of death.