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Put away more money for a rainy day

Tax SavingsThis benefit allows you to potentially save on contributions to a managed investment fund, which is structured on a unitised basis. The investment insurance product must be provided by an approved life company and the policy must meet the terms and conditions on the Savings/Investment scheme Declaration. Payments for this benefit are made directly to the savings scheme.

How do I claim?

You can claim online through your RemServ online account or the Claims app. To have a successful claim experience you will need to provide:

  • a copy of a valid tax invoice for one-off or regular claims. If setting up a regular direct payment, this should include details of payments to be made (e.g. weekly, fortnightly, monthly, quarterly) and the regular due date (e.g. 15th of each month)
  • proof of payment when claiming reimbursement (e.g. bank/credit card statement, copy of provider’s direct debit confirmation, payment receipt).  
  • the Savings/Investment Scheme Declaration
  • the Non-salary Packaging Fringe Benefit Declaration if you receive non-salary packaging fringe benefits.

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