Following are the capital requirements for Sureplan at 30 June 2024 reported in compliance with Prudential Standard LPS 110. Capital components of the Management Fund and all Benefit Funds ($’000s) aggregated are: Net Assets Policy Liabilities Surplus Regulatory Adjustments PCA Sureplan Family Fund 45,962 45,962 – – – Sureplan […]
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.