Sureplan Annual Report 2024
The 2024 Annual Report is available for download (5.6MB) Sureplan Annual Report
A secure and flexible funeral saving plan (funeral bond)
Sureplan Gold is a conservatively managed funeral bond that is an ideal way to put aside funds for your funeral expense. You can either invest a lump sum or save using regular or ad-hoc deposits from as little as $50.
The funeral benefit must be used to meet any reasonable funeral expense and any left-over amount is the property of your estate.
You cannot withdraw funds after the initial 30 day “cooling off” period and the funeral benefit can only be paid to your nominee on behalf of your estate on your death.
An investment in Sureplan Gold can have significant benefits if you are an asset-tested pensioner or if you are in Aged Care.
This is because Sureplan Gold is treated as an Exempt Asset by Centrelink and Veterans’ Affairs providing no more than two funeral funding arrangements are claimed, and together they do not exceed the maximum eligible investment threshold. For more information, click on the link below.
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Secure and flexible saving plans to help you prepare and protect what matters most.
Our Story
Sureplan is a mutual life insurance company that is a specialist funeral fund provider. As a mutual, Sureplan is owned by its members (like a mutual bank, building society or credit union) and therefore is not liable to pay dividends to third party shareholders. Rather, members directly benefit in the form of lower premiums (funeral insurance) and higher returns (funeral bond). Originally called The Public Service Death Benefit Society of Queensland, Sureplan commenced in 1935 with the launch of our funeral insurance plan, Sureplan Family Fund.
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1800 817 105
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Forms and Downloads
Funeral Saving Plan (Sureplan Gold Funeral Bond) - Downloads
Download Sureplan Gold PDS (Application) 2106K
Download Direct Debit Authority 68K
Download Client Care Statement 201K (Queensland Residents Only)
Download Change of Details Form 81K
Funeral Insurance Plan (Sureplan Family Fund) - Downloads
Latest updates
Centrelink Threshold increased to $15,500
As of 1 July 2024 the maximum investment threshold increased to $15,500. That means that a funeral bond…
Our Location
Physical Address
Ground Floor
133 Leichhardt Street
Spring Hill QLD 4000
Postal Address
PO Box 899
Spring Hill QLD 4004
Spring Hill QLD 4004