Health & Charity Organisation
The end of FBT year is the time to make sure you get the most out of your salary packaging. March 31 will be here in no time, so check out these key dates and make sure you’re ready to go.
Your last date to...
Amend
If you need to amend your February/March contributions you must do so two weeks prior to the applicable pay date.
Claim
Wednesday 25 March 2020
We must receive your claims by Wednesday 25 March to ensure they’re part of your 2019/20 Fringe Benefits Tax (FBT) year spend.
Spend
Tuesday 31 March 2020
This is the final date for spending funds on your Maxxia Wallet Card. Don't forget, some vendors and financial institutions may take a few days to process transactions, so make sure you spend your balance before Tuesday 31 March. Maxxia is not responsible for any delays in processing by vendors or financial institutions.
If you have any unspent funds remaining on your Maxxia Wallet at midnight 31 March, you will not lose this money.
The balance simply rolls over for you to spend in the new FBT year, which begins on Wednesday 1 April, 2020. However, these fund will form part of your new cap.
How to make a claim
It’s easy to make a claim for this FBT year before time runs out in March. There are claiming options to suit you, wherever you are.
Maxxia Online
Our secure online portal, Maxxia Online, is an easy, simple and fast way to claim.
Don't forget, we must receive your claim/s by Wednesday 25 March if they are to be processed this FBT year.
Simply log in to your Maxxia Online account and start lodging claims in just four quick steps. We'll review your claim and reimburse the money into your nominated bank account, generally within three to five days - it's that easy!
If you're new to Maxxia Online, click on the Register now button and follow the prompts.
The Maxxia app
The Maxia app allows you to quickly and easily check all your balances and account information in the one place. You can update personal details and bank accounts, track your Maxxia Wallet spending with ease and claim wherever you are, whenever you like.
Download it today from the App Store or Google Play™
Please note: To use the app you must be registered for Maxxia Online.
Apple is a trademark of Apple Inc., registered in the U.S and other countries. App Store is a service mark of Apple Inc.
Android, Google Play and the Google Play logo are trademarks of Google Inc.
What can you package?
Make the most of your salary packaging and maximise your tax savings through these easy checks.
Meal Entertainment and/or Venue Hire
Have you used the full $2,650 cap this FBT year? Check your Maxxia account balances through Maxxia Online or the Maxxia app.
You could also submit claims for future events you may have booked and paid for, including restaurant meals and holiday accommodation for the inclusion in the 2019/20 FBT year.
Don’t forget, we must receive your claim/s by Wednesday 25 March, if they are to be processed this FBT year.
'Set and forget' your mortgage, rent or personal loans payments
If you have a mortgage, pay rent or have a personal loan, you could enjoy the convenience of regular reimbursements into your bank account, rather than claiming the expenses manually, from time to time.
You simply nominate the amount you wish to put towards your 'set and forget' expenses each pay. We then deduct the amount from your salary and re-pay it to you through salary packaging, so you receive the funds tax-free.
Contact us now to organise your ‘set and forget’ benefits!
Other eligible benefits
There may be more benefits available to you than you’re aware of. Have you checked your Employer's Information Guide lately? This could include additional superannuation, a novated lease, work-related expenses (such as tablets, laptops and education) and more!
Find out more through your Maxxia Online account.