We have the experience, skills, flexibility, dedication and range of products and services to offer you a one stop shop for any of your finance and taxation requirements.
Built through our attention to detail and traditional customer service values, we firstly listen to your requirements and then customise our products and services to suit you.
Years of experience has resulted us in building relationships with market leading suppliers and the benefits of these relationship are fully passed on to you.
The most important item you need to provide is a completed Salary Packaging Application form so that we can establish your salary deductions exactly how you want them. It also means that we can keep in touch with you about your package and any of our other products, services or special offerings.
To ensure that your Salary Packaging structure is compliant with the rules and regulations of the ATO, the applicable legislation and/or your employer, there are some copies of documents required for substantiation purposes.
The details you need to provide is dependent upon whether the expense that is paid from your salary package is a fixed (regular) or variable expense.
Fixed expenses are usually those where the payee stays the same month after month. Examples of these are Mortgage payments, Rent Payments, Loan Payments, etc. The substantiation of these expenses is usually very simple and would be a statement, rental or loan agreement that shows who needs to be paid, when and how much.
Variable expenses are a little more complex to substantiate as the ATO regulations state that they don’t accept a copy of a one off document as proof. For example, you need to provide a copy of a bill for every medical expense that you have paid.
Unfortunately if you don’t provide the correct substantiation, we can’t process the required expense. Details of the required substantiation is on our Salary Packaging application form however if you are still unsure of what is required, just contact us and we’ll help you through.
The information we have provided here is very generic and intended to enable you to make an educated decision on whether you participate in Salary Packaging.
As we are unaware of your personal financial and taxation circumstances, we strongly recommend that you seek independent financial advice prior to commencing any salary packaging.
The fee we charge for Salary Packaging is dependent upon the agreement that we have in place with your employer.
Therefore you can either consult your employer’s Salary Packaging policy or handbook or give us a call on 03 5229 4200 and we’d be only
We make this really easy. You can:
Whichever way you choose, we can have you set up and enjoying the financial benefits of Salary Packaging in no time at all.
Our primary expertise is in the administration of Salary Packaging programs and we’ve successfully done this for over 25 years.
What a lot of our customers don’t know though is that we have a range of complimentary services available to our customers. These include:
Due to the size and nature of our business and our affiliation with our suppliers, we can provide these products and services at a cost far less than traditional suppliers.
Further information is available in other sections of our website.
The next time you need any of the above, give us a call to see what we can save you.