Initial Data Collection - Non Corporate

Employee Name:

Proposed Salary Packaging Benefits with SPG Guardian

Please enter the annual amount of money you would like to salary package on each item. This will provide the basis for our salary packaging preliminary advice to you. We will send you all appropriate fact sheets with your salary packaging proposal.

Special treatment items SPG Code Amount to be packaged per FBT year [incl GST]
Car novated lease items
Leasing 150

We suggest here that you advise the type of car may wish to salary package, and the estimated purchase price. We will then advise you on leasing costs.

Please also advise your estimate of annual kilometres travelled

Please also estimate the car running costs below
Registration 160
Insurance 156
Fuel 153
Maintenance 163
Superannuation
Superannuation - salary sacrifice 530
Items exempt from FBT SPG Code Amount to be packaged per FBT year [incl GST]
Laptop / Notebook portable computer 370
Printer 375
Computer software 360
Personal digital assistant, electronc diary 362
Mobile & car phones 405
Tools of trade & protective clothing 500
Newspapers & periodicals for business purposes 410
Professional memberships & subscriptions 420
Subscriptions to airport lounge memberships 453
Relocating expenses 430-449
Income protection insurance 470
Self education expenses 480
Work related - otherwise deductible 490
Living away from home allowance 709
OTHER 000
Items attracting FBT - potentially beneficial to those in not-for-profit organisations, hospitals & public benevolent institutions, and clergy SPG Code Amount to be packaged per FBT year [incl GST]
Home loan 600
Residential rental 700
Private travel 725
Aged & disability care 775
Clubs & Association memberships 650
Health insurance 183
HECS & HELP fees 900
Savings & investment schemes 825
School fees 750
Trauma & life insurance premiums 850
OTHER 000
My employer is
!!!!!!!!!!!!
My annual salary is
My job title is
Email
Tel no
Mobile no
My marital status is:
Please advice ages of any dependant children:
Do you receive allowances for child care?
Do you have a HECS/HELP education debt?
Please advise of any other ongoing salary packaged items you may have
Please advise estimated net total of any other taxable income or loss

The above questions form an initial basis for determining your salary packaging tax status, and its administration.

SPG Guardian hold this information in professional confidence. Our privacy policy