In order to salary package certain benefits we require you to provide or hold (and continue to hold) original supporting documentation to substantiate any expenses that you salary package. You will need to retain the supporting documentation for a period of seven years.
Examples of the supporting documents needed for each type of payment are:
| Expense where documentation needs to be supplied for a payment to be made | Expense where documentation needs to be retained by employee | Documentation required to be retained by employee |
| General expenses that include GST |
Mortgage repayment (other than remote area housing) |
Mortgage statement showing the payments that are being salary packaged and closing balance |
| Entertainment expenses | Rent (other than remote area housing) |
Rental agreement & evidence of payments made (eg. bank statement/statement from real estate agent) |
| General insurance |
Personal loan repayments (other than for remote area housing loan) | Loan statement showing the payments that are being salary packaged and closing balance |
| Utilities that attract GST | Credit card repayments | Credit card statement showing the repayments made |
| Motor vehicles | School fees (other than any components attracting GST) | Invoice from school |
| In-house benefits | Health insurance (other than where GST applies) | Statement from health fund showing premium paid/due |
| Child care where GST applies | Rates, water charges and taxes | Invoices |
| Home maintenance/improvements | Life Insurance | Statement showing premium paid/due |
| Medical/Dental where GST applies |
HECS-HELP | ATO statement showing payments made to reduce outstanding balance |
| Remote area housing expenses | Medical/dental costs (other than where GST applies) | Invoices |
| Relocation expenses |
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| Laptops |
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| Mobile phones |
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| Superannuation |
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| Travel |
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| Car parking |
Please note: Where any required supporting documentation is not provided, payments will not be made.