KeyInvest is pleased to announce that its Funeral Bond has once again received an ‘Approved’ rating from Lonsec in 2025 — marking the third year in a row for the Capital Guaranteed option. The Unitised options also achieved an ‘Approved’ rating upon their first ever, separate rating.
Lonsec notes that the Funeral Bond is “well-structured and capable of meeting investors’ requirements,” with a range of attractive features including:
- Exemption from Centrelink and DVA income and asset tests (within allowable limits).
- A Capital Guaranteed Option, which protects net contributions and annual bonuses (less fees) from market falls.
- Professionally managed Unitised Options, powered by Vanguard’s diversified index funds.
The KeyInvest Funeral Bond continues to provide a flexible and tax-effective solution for planning ahead — offering Australians peace of mind and choice in how they provide for their final expenses.
Important information about this rating can be found at https://www.lonsec.com.au/logo-disclosure
To learn more about the Funeral Bond, visit https://keyinvest.com.au/our-products/funeral-bonds
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Disclaimers
All the information is general information and factual in nature only, is not intended to be financial product advice, and does not consider the investment objectives, financial situation, or needs of any individual. You should consider whether the information is appropriate, having regard to your objectives, financial situation and needs before acting on the information. You should also seek professional financial advice before acting on the information.
The rating published on 04/2025 for the KeyInvest Funeral Bond is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
