Separate to the general Financial Adviser Fees benefit (in which you could package the cost of obtaining financial advice of a general nature), depending on your role, this benefit allows you to potentially save on financial advice fees associated with salary packaging.
Under this benefit you are unable to package the cost of other types of advice provided by a financial adviser. Payments can be made directly to your adviser or as a reimbursement back to you. You can set up a once off payment or regular payments depending on how you use these services.
For more information about this benefit and your eligibility criteria, please refer to the Employee Information Booklets and Benefit Item Fact Sheets which can be found here.
How do I claim?
- a copy of a valid tax invoice
- proof of payment when claiming reimbursement (e.g. bank/credit card statement, copy of provider’s direct debit confirmation, payment receipt).
Frequently Asked Questions: