Advice on Salary Packaging Options Letter

Description

The Advice on Salary Packaging Options Template is designed exclusively for Australian accounting and taxation professionals to brief clients on tax-effective remuneration—clearly, credibly, and in plain English. It explains what salary packaging/sacrifice is, outlines common benefit types (e.g., super contributions, novated vehicles, work-related items, memberships, remote-area concessions), and ties every recommendation to the right compliance anchors (FBT, STP Phase 2 reporting, AASB 119 presentation, concessional cap monitoring). The result is a polished, client-ready letter that improves understanding, reduces back-and-forth, and documents a regulator-recognisable approach you can issue on your own letterhead.
Best features & benefits
• Customisable via easy-to-use merge fields for letterhead, practice/client details, dates and contacts—brand and send in minutes.
• Comprehensively researched for best practice—covers what salary packaging is, when it helps, and the employer/employee benefits in a concise explainer section.
• Wide coverage of common packaging options—including pre-tax superannuation contributions, novated motor vehicle leases, work-related devices (laptop/phone/tablet under the right conditions), additional leave purchase, professional memberships, relocation benefits (limited cases), on-premises childcare (where conditions are met), and remote-area benefits—so advice feels complete without extra drafting.
• Clear tax & compliance mapping—built-in prompts for FBT treatment (and exemptions where available), STP Phase 2 reporting, income-statement disclosures, concessional cap checks for super, and presentation under AASB 119 – Employee Benefits.
• Embedded references to authoritative bodies—ATO resources for salary sacrifice/FBT, plus professional guidance from CPA Australia and CA ANZ, to strengthen credibility with reviewers.
• Service menu you can deploy immediately—implementation support, FBT calculations, HR communication packs, policy templates, and liaison with legal advisers where required—ready to drop into scope.
• Optional tools & accelerators included—Salary Packaging Calculator, ATO agreement checklist, Cash-vs-Package comparison chart, Employee consent form, and a Super cap tracker to speed delivery and QA.
• Action-oriented close—a concise Next Steps / Contact Us block drives timely approvals and keeps engagements moving toward compliant implementation.
• Client-friendly structure & tone—logical headings (What is it → Options → Tax/Compliance → Industry Guidance → Services → Tools → Next Steps → Useful links) minimise clarifications and rework.
• Risk controls built in—explicit prompts to avoid common pitfalls (incorrect FBT handling, STP mis-mapping, super cap breaches) and to retain evidence for audit readiness.
Conclusion
Purpose-built for Australian accounting professionals, this template is a time-saving, informative, process-streamlining tool that standardises salary-packaging advice while keeping your files regulator-aligned. By packaging authoritative ATO/professional references, a complete menu of benefit options, practical compliance guardrails, ready-made tools, and a crisp call-to-action into one reusable letter, it helps you capture the right information on the first pass, reduce email ping-pong, and move quickly from scoping to compliant implementation—again and again, every time you onboard a new client within your licensed organisation.