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won't be visible on printed version - this same
form can be printed and filled in manually.
Remote Area Housing - Home Energy Expenses Form
Use this form to apply for reimbursement of electricity, gas, heating oil and wood, etc. used to power, heat and/or cool your home under
the Remote Area Housing benefit.
These amounts must not have been used in any other Salary Packaging evidence; i.e. cannot have been paid using your Salary
Packaging Visa Card or your own credit card (if using purchases as evidence).
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1. Your details
Full name:
D.O.B:
Residential address:
Suburb:
Postcode:
State:
Organisation name:
/
/
Payroll number:
2. What you wish to claim
I live at the above address and, for the purpose of receiving the Remote Area Housing payment for home heating
expenses being provided under subsection 60(2) of the FBTAA, hereby declare that:
• I am an employee of the above company and have been employed since
/
/
• The home heating expenses are in connection to a remote area housing benefit for a dwelling, that is, the house
is in a remote area
• The dwelling meets the ATO Guidelines of being more than 40km from a town with a population of at least
14,000, and more than 100km from a town with a population of at least 130,000
• The dwelling is my usual place of residence (my permanent dwelling)
If any of the above are not applicable then you cannot claim the Remote Area Housing payment provided under subsection 60(2) of
the FBTAA.
Annual home energy expenses incurred: $______________ (50% of this amount shall be exempt from Fringe Benefit Tax)
Do you wish to package the aditional amounts to make your package the maximum allowable?
□
□ Yes
□ No
I have attached evidence of my home heating expenses in the form of tax invoices/receipts as proof of amounts.
3. Bank account where funds are to be deposited
BSB
Account name
Bank
(or Biller
Code for
credit card)
Account# or credit
card number
Any other
reference
number
Fortnightly
amount to
be deposited
$
#
If payment is going to a credit union account please check with your credit union for correct account number.
4. Declaration
I confirm that the above information is true and correct. I understand that I am liable for any Fringe Benefits Tax that may
be incurred due to incorrect information provided under this salary packaging arrangement.
Signature:
Date:
/
/
Salary Options Pty Ltd • PO Box 1564, Tullamarine VIC 3043 • Phone 1300 660 416 • Fax 1300 731 171 • [email protected]
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Remote Area Housing – Home Energy Expenses Form – Page 1 of 1
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Information Sheet for Remote Area Housing – Home Energy
Expenses Form
What is a Remote Area Housing - Home Energy Expenses benefit?
It is a tax concession designed by the Federal government to assist employers in rural and remote areas to attract
and retain staff. 'Home energy expenses' include the use firewood, oil, coal, gas and electricity for lighting, heating
and/or cooling your home.
Who is eligible?
Employees who work for an employer who provides the Remote Area Housing benefit. This is an employer
provided benefit so please check with your organisation before forwarding your claim.
What does this benefit mean to me?
This benefit is based on the lighting, heating and cooling costs incurred by you for residential purposes, in addition
to the standard Remote Area Housing benefit for mortgage interest or residential rental costs. You can receive
an additional benefit of 50% of the annual total value of your home energy expenses. For instance, if your gas/
electricity totalled $1,500 for last year (1st January – 31st December inclusive) you can package an additional
$750.
To apply for this benefit you must complete the declaration form and submit evidence to support your claim; i.e.
invoices or receipts for all home energy expenses incurred from 1st January to 31st December of that year. This is
over and above your normal salary packaging amount.
Note: The Remote Area Housing - Home Energy Expenses benefit will need to be re-applied for each year.
This benefit does not roll over from one year to the next, so it is important that you forward to Salary Options a new
declaration form – along with invoices for the previous year – by February to allow time for processing before the new
FBT year begins (1st April). If you fail to do so, this benefit will stop being deducted from your salary packaging.
What are the rules?
Like most benefits offered by the government there are rules:
1. Your employer must be in a remote area and you must live in a remote area.
2. The invoices/receipts you wish to claim must be for your main place of residence.
3. You must live in the house, so it can’t be an investment property or a holiday house.
4. You must sign a declaration to say all the above items are true.
How do I apply?
You need to keep evidence of actual expenses incurred during a calendar year (i.e. the invoices/receipts you have
paid from 1st January to 31st December). Once you have completed the Remote Area Housing - Home Energy
Expenses declaration form, forward the form along with proof of expenses (paid tax invoices/receipts) to Salary
Options. Salary Options will calculate the total amount eligible to be claimed for reimbursement, and send you a
confirmation of your updated, ongoing packaging amounts.
If you have questions or would like more information in relation to setting up this product contact
Salary Options on 1300 660 416 or go to our website: www.salaryoptions.com.au.
This information, provided by Salary Options, is of a general nature relating to salary packaging.
It has not been prepared with any particular investment objectives, nor does it take into account
the financial situation and needs of individual employees. You should, if you consider it
necessary, seek financial advice from your Financial Advisor or Accountant.
Salary Options Pty Ltd • PO Box 1564, Tullamarine VIC 3043 • Phone 1300 660 416 • Fax 1300 731 171 • [email protected]
Information Sheet for Remote Area Housing - Home Energy Expenses Form – Page 1 of 1