IOOF Estate Essentials Bonds
Maximising your funeral benefits in the IOOF Estate Essentials Bond
From 1 July 2010, investors can now invest up to $11,000 into their IOOF Estate Essentials Bond account* whilst maintaining its current tax exempt status.
This limit will be indexed on 1 July each year to take into account the rising costs of funeral expenses allowing investors to take advantage of funeral savings whilst maintaining their social security benefits.
If your have any queries regarding your IOOF Estate Essential Bond, please contact one of our Client Services Officers on 1800 002 217, or email us at info@ioof.com.au.
*If your account is held in the name of a funeral director, no maximum investment limit applies.
IOOF - Your Investment Guardians