In this topic

• Introduction
• Employee Benefits Card
• Repayment of Mortgage
• Housing Rental
• Administration Fee
• FBT Provision
• Any Other PBI Benefit

Introduction

Public benevolent institutions (PBIs) are non-profit institutions organised for the direct relief of certain needs and are endorsed as such by the Australian Taxation Office. This section describes the salary sacrifice deductions which are available for PBIs under the P.B.I. Employee Benefits section of the Salary Packaging tab. The P.B.I. Employee Benefits section can only be seen by PBI employers.

NOTE: If you are a Public Benevolent Institution and need to be given access to the PBI Employee Benefits Salary Packaging options, please get in touch with us.

Employee Benefits Card

This item is used where an employee has a recurring deduction for an employee benefit card.

To add the employee benefit card deduction:

1. Select the Employee Benefit Card option from the dropdown list of salary packaging types
2. Click the New PBI Employee Benefit Card button
3. If another employee already has this deduction item set up and you want to copy the details from that employee, select the employee from the Copy From Employee field
4. Enter a Description for the deduction
5. Enter the Amount to be deducted from each pay for the employee
6. Select the Card Provider from the dropdown list
7. Enter the Account Name, BSB, Account Number and Reference Details if required
8. Click the Save Changes button to add the deduction for the employee

To edit an employee benefit card deduction:

1. Select the Employee Benefit Card option from the dropdown list of salary packaging types
2. Locate the employee benefit card deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Update the Reference Details if required
7. Click the Save Changes button to apply the changes

To delete an employee benefit card deduction:

1. Select the Employee Benefit Card option from the dropdown list of salary packaging types
2. Locate the employee benefit card deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.

Repayment of Mortgage

This item is used where an employee has a recurring deduction to repay their mortgage.

To add the repayment of mortgage deduction:

1. Select the Repayment of Mortgage option from the dropdown list of salary packaging types
2. Click the New PBI Repayment of Mortgage button
3. If another employee already has this deduction item set up and you want to copy the details from that employee, select the employee from the Copy From Employee field
4. Enter a Description for the deduction
5. Enter the Amount to be deducted from each pay for the employee
6. If you want to include the payment in your bank file, select Yes at Include in EFT File
7. Enter the Account Name, BSB, Account Number and Reference Details if required
8. Click the Save Changes button to add the deduction for the employee

To edit a repayment of mortgage deduction:

1. Select the Repayment of Mortgage option from the dropdown list of salary packaging types
2. Locate the repayment of mortgage deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Update the Account Name, BSB, Account Number or Reference Details if required
7. Click the Save Changes button to apply the changes

To delete a repayment of mortgage deduction:

1. Select the Repayment of Mortgage option from the dropdown list of salary packaging types
2. Locate the repayment of mortgage deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.

Housing Rental

This item is used where an employee has a recurring deduction for their rental payments.

To add the housing rental deduction:

1. Select the Housing Rental option from the dropdown list of salary packaging types
2. Click the New PBI Housing Rental button
3. If another employee already has this deduction item set up and you want to copy the details from that employee, select the employee from the Copy From Employee field
4. Enter a Description for the deduction
5. Enter the Amount to be deducted from each pay for the employee
6. If you want to include the payment in your bank file, select Yes at Include in EFT File
7. Enter the Account Name, BSB, Account Number and Reference Details if required
8. Click the Save Changes button to add the deduction for the employee

To edit a housing rental deduction:

1. Select the Housing Rental option from the dropdown list of salary packaging types
2. Locate the housing rental deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Update the Account Name, BSB, Account Number or Reference Details if required
7. Click the Save Changes button to apply the changes

To delete a housing rental deduction:

1. Select the Housing Rental option from the dropdown list of salary packaging types
2. Locate the housing rental deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.

Administration Fee

This item is used where an employee has a recurring deduction for an administration fee.

To add the administration fee deduction:

1. Select the Administration Fee option from the dropdown list of salary packaging types
2. Click the New PBI Administration Fee button
3. If another employee already has this deduction item set up and you want to copy the details from that employee, select the employee from the Copy From Employee field
4. Enter a Description for the deduction
5. Enter the Amount to be deducted from each pay for the employee
6. Click the Save Changes button to add the deduction for the employee

To edit an administration fee deduction:

1. Select the Administration Fee option from the dropdown list of salary packaging types
2. Locate the administration fee deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Click the Save Changes button to apply the changes

To delete an administration fee deduction:

1. Select the Administration Fee option from the dropdown list of salary packaging types
2. Locate the administration fee deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.

FBT Provision

This item is used where an employee has a recurring deduction for the provision Fringe Benefits Tax.

To add the FBT provision deduction:

1. Select the FBT Provision option from the dropdown list of salary packaging types
2. Click the New PBI FBT button
3. If another employee already has this deduction item set up and you want to copy the details from that employee, select the employee from the Copy From Employee field
4. Enter a Description for the deduction
5. Enter the Amount to be deducted from each pay for the employee
6. Click the Save Changes button to add the deduction for the employee

To edit an FBT provision deduction:

1. Select the FBT Provision option from the dropdown list of salary packaging types
2. Locate the FBT provision deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Click the Save Changes button to apply the changes

To delete an FBT provision deduction:

1. Select the FBT Provision option from the dropdown list of salary packaging types
2. Locate the FBT provision deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.

Any Other PBI Benefit

This item is used where an employee has a recurring deduction for any other PBI benefit that does not have a specific deduction type.

To add the other PBI deduction:

1. Select the Other PBI Benefits option from the dropdown list of salary packaging types
2. Click the New PBI Other button
3. Enter a Description for the deduction
4. Enter the Amount to be deducted from each pay for the employee
5. If you want to include the payment in your bank file, select Yes at Include in EFT File
6. Enter the Account Name, BSB, Account Number and Reference Details if required
7. Click the Save Changes button to add the deduction for the employee

To edit an other PBI deduction:

1. Select the Other PBI Benefits option from the dropdown list of salary packaging types
2. Locate the other PBI deduction that you want to edit
3. Click the Edit button next to the desired entry
4. Update the Description for the deduction if required
5. Update the Amount to be deducted from each pay for the employee if required
6. Update the Account Name, BSB, Account Number or Reference Details if required
7. Click the Save Changes button to apply the changes

To delete an other PBI deduction:

1. Select the Other PBI Benefits option from the dropdown list of salary packaging types
2. Locate the other PBI deduction that you want to remove

3. Click the Delete button next to the desired entry

   NOTE: You will only be able to delete an entry that has not been used yet. If the entry has been used, you should instead edit the entry and change the deduction amount to zero.