Forman Financial Services

Aged Care Strategy – Estate Planning – Purchasing a pre-paid funeral or burial plot

This can benefit people who are:

  • paying an ongoing means tested fee
  • paying an accommodation contribution
  • whose social security entitlements are reduced under either the assets or income test

Potential Benefits:

  • Amounts invested in a pre-paid funeral or burial plot are asset and income test exempt, regardless of the amount invested

Things to be aware of:

  • Pre-paid funerals and burial plots are not financial investments. People should take care entering contracts and ensure adequate consumer protections are in place.

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