Bendigo Funeral Bond
The Bendigo Funeral Bond is issued by the Australian
Friendly Society Ltd (AFSL No. 247028)
View Annual Report
Australian
Friendly Society Ltd, administered by Sandhurst Trustees Ltd (AFSL No. 237906), has been caring for the financial needs of Australians for over 30 years. The Bendigo Funeral Bond is a capital guaranteed investment plan designed solely to accumulate funds to finance the costs of your funeral.
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A thoughtful and practical legacy
Peace of mind and consideration for family and friends are two good reasons why many Australians plan ahead to meet the cost of funeral expenses. They see it as a sensible and responsible way of leaving everything in order so the financial burden does not fall on those they care about.
Security and peace of mind
The concept and operation of the Bendigo Funeral Bond is simple and flexible. It is a secure savings and investment plan designed solely to accumulate funds to finance the cost of your funeral, removing the financial concerns for your family and friends.
You have the option of individual or joint ownership and you can also assign ownership of the bond to a funeral director as part of a pre-paid funeral arrangement.
A broad range of benefits
The following is a summary of the benefits of the Bendigo Funeral Bond. Full details are contained in the Disclosure Document, which you can download from this page or pickup at any branch of Bendigo and Adelaide Bank Ltd. Alternatively, call us on 1800 803 173 or complete the further information form and we will be pleased to post you a copy.
Key Benefits
- Removes the worry and financial burden for family members
- Protects against inflation and rising funeral costs
- Low risk investment strategy
- Capital Guaranteed
- Start with as little as $500 or $42 per month via our savings plan (plus a contribution fee)
- Pre-select and pre-pay your funeral arrangements by assigning the Bond to a funeral director of your choice
- Maximise Social Security and Veterans' benefits
- A choice of single or joint ownership
- 30 day cooling-off period
Professional investment management and administration
Your investment is designed to keep pace with inflation and rising funeral costs. It is professionally managed and administered by Sandhurst Trustees Limited. The combined skills of this experienced team has generated excellent returns over a number of years making the Bendigo Funeral Bond a leading performer in Funeral Bonds.
You can relax knowing that your investment and accumulated bonuses are capital guaranteed.
The table below outlines bonus rates for previous years:
Bonds issued prior to 1 January 2003 (Non-Assessable)
| 30 June |
Bonus Rate* |
| 2009 |
2.75% |
| 2008 |
3.50% |
| 2007 |
5.45% |
| 2006 |
5.20% |
| 2005 |
4.75% |
Bonds issued after 1 January 2003 (Taxable)
| 30 June |
Bonus Rate* |
| 2009 |
2.15% |
| 2008 |
2.50% |
| 2007 |
4.10% |
| 2006 |
3.75% |
| 2005 |
3.75% |
* Past performance cannot be taken as a guide to future returns. Future bonus rates are not guaranteed and may be subject to fluctuations.
Financial planning advantages
Finally, there can be significant financial planning advantages associated with investing in the Bendigo Funeral Bond, including important taxation and pensions considerations. We recommend that you consult your financial adviser prior to investing in the Bendigo Funeral Bond.
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Sandhurst Trustees Limited (‘STL’) 18 View Street Bendigo Vic 3550 ABN 16 004 030 737 AFSL 237906 is a
subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. STL is the Responsible
Entity of the Bendigo Managed Funds, the Sandhurst Common Funds and the Sandhurst Professional Series.
STL is also the Administrator of the Bendigo Funeral Bond. The Bendigo Funeral Bond is issued by Australian
Friendly Society Limited ABN 29 087 648 851 AFSL 247028. As the information on the website has been prepared
without taking into account your objectives, financial situation or needs (‘personal circumstances’),
before acting on the information, you should consider its appropriateness, having regard to your personal
circumstances. A
Product Disclosure Statement (‘PDS’) or Disclosure Document (‘DD’)
for each of these products is available online at
www.sandhursttrustees.com.au or from your nearest Bendigo Branch.
You should consider the relevant PDS or DD in deciding whether to acquire or continue to hold an interest
in these products. STL’s remuneration for the issue of these products is set out in the relevant PDS or DD.
You should also obtain STL’s
Financial Services Guide and consider it before making a
decision to acquire or continue to hold any of these products.
Neither Bendigo and Adelaide Bank Limited or STL shall be responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner and neither Bendigo and Adelaide Bank Limited or STL has control over it. Links to other sites are provided for convenience only and do not represent any endorsement by Bendigo and Adelaide Bank Limited or STL of the products offered by the site owner.
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