Funeral
Planer
This document is important.
Keep this document in a safe place at home,
where your family and executor can find it.
Guardian Plan is a funeral bond issued by the Over Fiy Guardian Friendly Society
Limited (the Society) ABN 81 087 649 063 AFSL 524353
Be the author of
your own story
Planning ahead means celebrating your life, your way - and saying
goodbye on your own terms. Creating the time to look back on your
experiences and the moments that tell your story, and designing a
farewell that reflects you.
Planning ahead also makes things a lile bit easier for those you leave
behind. With this guide, you can let your family know your wishes and
record the Important Information they will need.
Our specialists are ready to answer any questions you might have as you
complete your plan.
Call us on 1800 220 888.
Full name
Address
Date of birth
Place of birth
Year arrived in Australia, if born overseas
Contents
Let’s start with the funeral 4
Memorialistation 6
Death registration 7
People to contact 8
Important information 9
Guardian Plan 10
Privacy policy 11
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Let’s start with
the funeral
Where would you like your funeral to be held?
Who should speak at the funeral?
Is there a clergy person or celebrant you would like to conduct the funeral?
What music would you like played?
Are there any verses or readings you would like read?
Are there any photos or films you would like shown? Where can they be found?
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Are there any rituals or cultural practices you would like observed?
What is your favourite pastime or hobby? Would you like you funeral to be themed for this
hobby? For example, with memorabilia or a LifeArt con (lifeart.com.au)?
Which flowers or colours do you like?
What food and drink would you like served afterwards?
Are you a returned Service Man or Woman?
Would you like a newspaper announcement of your death and/or funeral?
Where should it be placed?
Who would you like to take care of the finer details of your funeral when the time comes?
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Memorialisation
Would you prefer to be buried or cremated?
Do you have any preferences for the style of con or casket?
Burial:
Grave Crypt Family Estate
Cremation:
Wall Niche Rose Garden Family Estate Scattered
Do you already know what clothes or jewellery you’d like to be dressed in?
Where would you like to be buried or have your ashes placed?
Do you already own a burial plot in a cemetery or a place for your ashes
in a memorial park? Yes No
If yes, at which cemetery or memorial park?
If yes, what is the location of the property within the cemetery/crematorium?
If yes, in whose name is the property registered?
What would you like your headstone or plaque to say?
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Memorialisation
Family Name Given Name/s
Address
Phone Email
Next of kin
Father’s name Usual occupation
Marriage details
Married Divorced Separated Widowed Never married De facto
Location Age at marriage
Name of your partner
First marriage
Location Age at marriage
Name of your partner
Second marriage
Name Date of birth
Children
Female Male
Mother’s name Usual occupation
Partner’s name Usual occupation
Phone Email
Name Date of birth
Female Male
Phone Email
Name Date of birth
Female Male
Phone Email
Death registration
This information is required to register a death.
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Family Name Given Name/s
Address
Phone Email
Executor of my will
Where is your will?
People to be notified
Doctor’s Name
Phone
Solicitor’s Name
Phone Email
Accountant’s Name
Phone Email
Name
Relationship
Phone Email
Name
Relationship
Phone Email
Name
Relationship
Phone Email
Name
Relationship
Phone Email
People To Contact
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Birth certificate
Passport
Driver’s license
Marriage certificate
Divorce certificate
Bank account details
Account numbers, branch
Tax records
Tax file number, location of records
Superannuation
Fund details
Deeds of property
Property addresses, location of records and nclude deeds/receipt for burial/memorial
Mortgage
Lender reference number and contact details, location of records
Stocks and shares
Location of records
Safe deposit box
Centrelink
Pension number / type of pension
Life insurance
Insurer contact details, policy number
Car
Location of purchase and registration records
Veterans’ affairs
Number
Military service
Details
Important Information
To make things easier for your family, let them know where to find the
following information and documents.
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It’s comforting knowing everything will be taken care of, no maer what.
That’s where our funeral planning service Guardian Plan can help. Guardian Plan empowers
you to take ownership of what maers to you, and removes the burden from your loved ones
when it comes time to say goodbye.
Guardian Plan allows you to agree a cost for your funeral at today’s prices and be protected
from inflation. And while the price is locked down, you’re free to move - your Guardian Plan
can be transferred to accredited funeral homes with over 250 locations around Australia.
All payments are held securely by The Over Fiy’s Guardian Friendly Society, under APRA
regulation. Funds are only released to the funeral home of your choosing at the time of
the funeral.
With payment plans of up to three years and no hidden costs, your loved ones won’t be le to
pay the bill*. Funeral plans are exempted from the asset test for Age Pension purposes.
For more information and full terms and conditions, visit guardianplan.com.au or
call us on 1800 220 888.
Guardian Plan
Guardian Plan is a funeral bond issued by the Over Fiy Guardian Friendly
Society Limited (the Society) 81 087 649 063 AFSL 524353.
We do not oer financial advice. See a financial planner to help
you decide on the best option for you.
Visit guardianplan.com.au for more information.
* Custom preplanned funerals can be paid in interest-free instalments or upfront. A deposit of 30% is required and balance can
be paid by monthly payments over a period up to 3 years.
Monthly payment instalments are not available for packages. Therefore, full payment is required at the time
of arrangement.
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Purpose and Scope
This Privacy Policy applies to client dealings with InvoCare Australia Pty Ltd ABN 22 060 060 031 (InvoCare) and
its related bodies corporate. We are commied to protecting the privacy of our clients. In collecting and handling
personal information (including sensitive information), we are bound by the Privacy Act 1988 including the Australian
Privacy Principles (APPs) and Privacy Regulations.
This Privacy Policy explains the type of information we collect and how we manage this information. It also provides
information about rights and choices, including the right for an individual to request access to their personal
information and seek correction to it.
Acceptance of Privacy Policy
By engaging with us and providing personal information clients confirm their acceptance of the terms of this Privacy
Policy and consent to the use of their personal information in the manner set out in this Privacy Policy.
What information do we collect?
We collect a variety of personal information from clients to enable us to tailor our products and services to meet
their personal needs. This includes, but is not limited to, contact information such as names, addresses, phone
numbers, fax numbers and email addresses. Information may also include dates of birth and gender, credit card
details and any other relevant payment or billing information, next of kin information and information about products
and services received.
We collect personal information by various means including when clients complete an application, enter into an
agreement with us, contact us by phone, send us a leer, visit one of our websites or visit in person. Personal
information can also be collected via cameras installed in our venues or chapels or via recordings when a client
contacts us.
Whilst the choice of how much personal information is disclosed to us is le completely up to the client and, from
time to time, clients may be able to deal with us anonymously or by pseudonym, if clients do not provide us with
certain personal information we may not be able to provide clients with the services and products that they seek.
Why do we gather the information and how will we use it?
We collect personal information to enable us to provide our clients with the products and services that they
request. If they do not provide us with the information we request, we may not be able to provide the products and
services or properly administer and manage the products and services for our clients.
We may also use or disclose personal information for related purposes, such as servicing and managing our
relationship with clients, our internal accounting or business management processes, and in order to comply with
our regulatory reporting and legal obligations.
To conduct our business, we rely on third-party service providers, agents, suppliers, and contractors to provide
some of our services. For example memorialization services and transfer services. Any personal information that
is provided to third parties is to assist in performing their agreed tasks, or as authorized or required under the
law. We also provide deceased data to bereavement registers to assist with the management of mail to deceased
persons. To protect personal information we require all of these organizations to be bound by strict confidentiality
and non-disclosure agreements with us in respect of any personal information we disclose to them.
Should we arrange repatriation or the return of remains to an overseas destination, we may also be required to
disclose next of kin details to a funeral service provider at the overseas destination. Should such a need arise, we
will obtain consent from the next of kin at that time.
Privacy Policy
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Direct Marketing
In the future, we may use personal information to develop, identify and oer products and services that may
be of interest to clients. Such information will only be sent if consent has been given as part of the initial
application process.
A client may receive a customer satisfaction survey approximately two weeks aer a funeral ceremony or the
arrangement of a memorial. This is a highly eective method of gaining feedback from our customers and plays a
vital role in measuring, managing, and improving our services.
If at any time a client chooses not to receive any future communications about our products or services, they can
opt-out by contacting our Privacy Officer.
Security
Consistent with our commitment to protecting personal information, we make all reasonable endeavours
to protect such information securely against unauthorized access, use, modification or disclosure. Client
information will be recorded, amended, and used only by authorized personnel who are instructed to keep your
information confidential.
We take care to ensure that the personal information you give us is protected. For example, all systems we use
to digitally store and process your personal information to service your needs have electronic security systems in
place, including the use of firewalls, user identifiers, passwords or other access codes to control access to your
personal information.
These digital security measures are augmented with document storage security policies, security measures for
systems access, providing a discreet environment for confidential discussions, only allowing access to personal
information where the individual seeking access has satisfied our identification requirements and access control for
our buildings and sensitive infrastructure.
Should there be a suspected breach of data containing personal information, we will, consistent with our obligations
under the Notifiable Data Breaches Scheme set out in the Privacy Act 1988, immediately conduct an assessment to
determine whether the breach is likely to result in serious harm to any individual aected. If there is a likelihood of
serious harm, we will notify aected individuals and include recommendations on what steps individuals can take in
response to the breach. We will also notify the Australian Information Commissioner.
Cookies
To improve your experience on our websites, we may use “cookies”.
A cookie is a small text file that our websites may place on your computer or device as a tool to remember your
preferences. You may refuse the use of cookies by selecting the appropriate seings on your browser, however,
please note that if you do this, you may not be able to use the full functionality of our websites.
Our websites use analytics soware to gather and store data related to website trac. The analytics soware does
not identify individual users or associate your IP address with third party data sources. We use website trac data
to beer understand website usage and to improve customer experience.
In particular, we use cookies and website data in relation to remarketing activity. Remarketing uses limited amounts
of first party and third party data to serve advertisements to people who have previously shown an interest in our
products and services.
You can always opt out of Analytics tools we use if you disable or refuse cookies or use the opt out service provided
by the following sites
• Opt-Out of Adobe Analytics - http://www.adobe.com/au/privacy/opt-out.html
• Opt-Out of Google Analytics - https://support.google.com/analytics/answer/181881?hl=en
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Access and correcting personal information
InvoCare aims to take such steps as are reasonable, in the circumstances, to ensure that the personal information
we collect, hold, use and disclosure about our clients is accurate, complete and up-to-date. However, the accuracy
of the personal information is largely reliant on the quality of personal information that our clients provide to us.
Individuals have the right to request access to the personal information that our company holds about them. They
also have the right to request personal information to be corrected.
To request access to personal information or seek correction of it, individuals can contact our Privacy Ocer
at: PrivacyO[email protected]. Our Privacy Ocer will consider any requests for access or correction and
endeavour to respond promptly.
InvoCare may charge a reasonable fee for providing an individual with access to their personal information. You will
be notified if there are any charges associated with providing such access.
Privacy Complaints
Any concerns, complaints, or queries in relation to privacy or the way we collect or handle personal information
are to be directed to our Privacy Ocer so that we can assess and resolve any concerns. Our Privacy Ocer will
endeavour to consider your query and provide a prompt response.
If, aer receiving our response, there are still concerns that the privacy complaint remains unresolved, the
complaint may be taken to the Oce of the Australian Information Commissioner at:
Mail: GPO Box 5218 Sydney NSW 2001
Telephone: 1300 363 992
Email: en[email protected]ov.au
Website: www.oaic.gov.au
Changes to this Privacy Policy
We may make changes to this Privacy Policy from time to time for any reason. We will publish those changes on our
website at www.invocare.com.au.
How to contact us about this Privacy Policy
If there are any complaints about privacy, or questions about this Privacy Policy, contact us at:
Privacy Officer
Email: PrivacyOfficer@invocare.com.au
In writing:
InvoCare Australia Pty Ltd
Aention: Privacy Officer
Level 5, 40 Mount Street
North Sydney NSW 2060
