FBT 2025 – FBT & Charities and Not-for-Profit

Overview
Join us to tackle FBT compliance challenges for Not for Profits and Charities for 2025, focusing on Employer benefits, Salary Packaged benefits, and calculating Employee Reportable Fringe Benefits amounts!
Many Not for Profits and Charities struggle with FBT compliance and reporting, due to lack of policies, poor processes and lack of in-house technical knowledge. In this session we will focus on what’s important for 2025 FBT Reporting of Employer benefits, Salary Packaged benefits and calculating individual Employee Reportable Fringe Benefits amounts.
In this session we will discuss:
- The key differences in the FBT and Salary Packaging rules for Not for Profits and Charities, compared to Corporate / SME and Government organisations
- The key benefits provided, how exemptions and concessions may apply
Key considerations for:
- Exempt employers, including Public Benevolent Institutions, Health Promotion Charities
- Rebatable Employers
- Other NFP Employers
- 2025 FBT Return preparation
- Reviewing Salary Packaging reports
- Key areas of review for 2025 FBT Return preparation
- Record keeping requirements
- Some recent FBT Return case studies with clients and key learnings
Learning Outcomes:
The benefits of attending this session include:
- Gaining an understanding of the FBT and Reporting requirements for Employer provided benefits and Salary Packaged benefits
- Explain how to identify fringe benefits, including commonly overlooked benefits
- Explain how to value fringe benefits, including:
- Motor Vehicles
- Electric Vehicles
- Pooled or Shared Cars
- Entertainment
- Employee Expenses
- Other benefits
- The importance of policies
- The importance of knowledge
Suited to:
This session is designed for all Charities, Not for Profits and related clients of Accounting firms.
Suitable for everyone involved in FBT Management and Reporting, from FBT Return preparers and reviewers, including Accountants, Tax Accountants, Financial Accountants, Finance Managers, Payroll Managers, Tax Agents, Tax Practitioners and their teams.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – FBT 2025 – FBT & Charities and Not-for-ProfitVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Paul MatherFBT Salary Packaging Solutions
has over 30 years hands-on FBT, Salary Packaging and Employment Taxes experience across all industry sectors including large corporates, SME’s, Not for Profits and Local, State and Federal Government.
Paul helps employers to reduce risk, increase efficiency and maximise opportunities, by working with functional teams including Tax, Finance, Payroll, HR, Procurement, Legal, Risk and Fleet Management.
Paul works closely with Accounting firms to ensure they are proactively managing their clients FBT obligations and have a well structured “FBT Service Line” offering for clients, and Not-for-Profit organisations to ensure they have their FBT & Salary Packaging “House” in order.
Paul is an accomplished trainer and speaker on all areas of FBT, Salary Packaging and Employment Taxes. Paul delivers training in a practical and insightful manner.
Paul was a member of the former ATO’s FBT Stakeholder Group from 2005 to 2024.