This benefit allows you to potentially save on financial counselling fees and the cost of reviewing or changing existing investment strategies or direction. Under this benefit you are unable to package the cost of seeking advice on establishing an investment strategy. If your investments are in joint names only the proportion of costs as they relate to your share of the investment are eligible.
Payments can be made directly to your adviser or as a reimbursement back to you. You can set up a once off payment or regular payments depending on how you use these services.
For more information on this benefit click here to view the FBT Exempt Benefit Items Fact Sheet.
How do I claim?
- a copy of a valid tax invoice
- proof of payment when claiming reimbursement (e.g. bank/credit card statement, copy of provider’s direct debit confirmation, payment receipt)
- submit a signed Financial Adviser Fees Declaration.
Frequently Asked Questions: