Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all funeral bonds are created the same.
Foresters is addressing the gap in responsible fixed income investment by offering a sustainability overlay across its funeral, investment and education bond products.
There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like schooling, inheritances or property purchases.
