As of 1 July 2026, the maximum contribution limit for a funeral bond to be treated as an Exempt Asset by Centrelink & DVA, has increased from $15,750 to $16,250. 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 […]

The 2025 Annual Report is available for download (2.54MB)

As of 1 July 2025, the maximum contribution limit for a funeral bond to be treated as an Exempt Asset by Centrelink & DVA, has increased from $15,500 to $15,750. 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 […]

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 does not exceed $15,500.