WebFeb 28, 2024 · to funeral bonds) (refer to ‘Managing withdrawals’ on page 24 for more information). ... Generation Life investment bonds / The essentials . 9 If contributions in the second and subsequent investment years exceed 125% of the previous investment year’s contributions, then the start date of the 10-year rule resets ... WebJul 1, 2024 · Mrs Jones has also invested $8,000 in an individual funeral bond which is now valued at $8,000. Mrs Jones has $7,000 + $8,000 = $15,000 towards her funeral. Mr Jones is considered to have one bond, the joint bond which is under the funeral bond threshold and would therefore be assets test exempt.
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Lifeplan Investment Bond Australian Unity
WebWhat can you do with you Lifeline account: Business Process Management Payments WebThe FuneralPlan Bond aims to provide consistent, reliable and competitive returns generated from a portfolio of cash and fixed interest investments, backed by a capital guarantee from Lifeplan. Fund Strategy To invest in a diversified portfolio of cash and fixed interest securities. Fund Performance Comparison WebThe KeyInvest Funeral Bond is a simple financial solution to meet future funeral expenses. Investors have the choice in the underlying investment options to invest in either the Capital Guaranteed or diversified (unitised) Investment options. pink sheet pharmaceutical