When entering Aged Care, the level of any Government financial support is determined by a means-tested assessment – in other words an Income and Assets Test. Therefore, the reduction of assessable assets can help to qualify and/or increase the level…
The 2024 Annual Report is available for download (5.6MB) Sureplan Annual Report
As of 1 July 2024 the maximum investment threshold increased to $15,500. That means that a funeral bond will be an Exempt Asset for Centrelink and DVA pensioners, providing no more than two funeral arrangements are held and their total…
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