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Saturday, 3 December 2011

ATO, FBT & Christmas


We have all heard of Charles Dicken’s famous ‘Christmas Carol’ & none of us wish to appear to be Scrooge, but as business owners we have to think of the ATO, FBT & Christmas Parties. 
 

The provision of a Christmas party to an employee may be a minor benefit & exempt if the cost of the party is less than $300 per employee & certain conditions are met.  This provision also applies to the employee’s associate. 
The provision of a gift to an employee at Christmas time may be a minor benefit that is an exempt benefit where the value is less than $300.  Where the Gift is given at the Christmas Party each benefit can be considered separately.

Christmas party held at Your Premises On a Work Day:
Only Employees Attend = NO FBT
Current Employees & spouses @ $180 pp = NO FBT (minor exemption applies for spouse)
 
Clients NO FBT/ No income tax deduction  - Associate – FBT  applies as value more than $300pp

Christmas party held at Other Premises:
  • Only Employees Attend @ $195pp = NO FBT (minor exemption applies)
  • Current Employees & spouses @ $195 pp = NO FBT  (minor  exemption applies for both)
  • Employees, spouses  & clients@ $365 pp = Employee & Associate – FBT applies as value more than$300pp
  • Clients -NO FBT/ No income tax deduction 



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