If you talk to a registered financial adviser about your finances or investment matters, you may be eligible to salary package the fees.
So while you're getting advice on how to increase your assets and grow your investments, you could save money in the process too.
Who can package financial planning fees?
You may be eligible to salary package financial counselling and planning if you work for a:
charity or other not-for-profit organisation
public or not-for-profit hospital
government department or agency
corporate or private sector organisation
and your employer offers this as part of your workplace benefits program.
What exactly can I package?
You could salary package:
financial counselling fees
the cost to put together an investment plan
Note: You cannot salary package initial consultations about salary packaging.
Still not sure whether you can package financial planning fees? Contact your employer to find out if this benefit is available to you.
Things you need to know: The above information is not intended to constitute taxation or financial product advice. Your benefits and savings will vary depending on your personal objectives, financial situation and needs. We recommend you obtain independent financial advice before making any financial decisions.
Eligibility criteria and terms and conditions apply. All salary packaging proposals are subject to the requirements of your employer. Administration fees will apply. The actual administration fee that applies to you may vary depending on your employer. ITCs (refund on GST) are excluded. Maxxia may pay and receive commission or rebates in connection with some services and products it provides or arranges to be provided by third parties. Maxxia Pty Ltd ABN 39 082 449 036 Authorised Representative (No. 278683) of McMillan Shakespeare Limited (AFSL No. 299054).
