Calculating ElectricAir’s Fringe Benefits Tax Liability for the FBT Year Ended 31 March 2022

QUESTION

 

Drew is an Australian resident taxpayer who is a qualified electrical engineer. He is employed by a large Australian public company Electric Air Ltd (“ElectricAir”). Drew is paid a salary of $110,000 per year. ElectricAir also pays 10% compulsory superannuation contribution imposed on employers, into the superannuation fund chosen by Drew.

ElectricAir pays Drew’s annual membership fee to the Institute of Electrical Engineers, at a cost of $700 per annum. They also pay Drew’s private health insurance at a cost of $5,250 per annum. All of these costs are paid by ElectricAir on 1 July 2021.

On 1 September 2021, Electric Air provided Drew with an all-expenses paid yoga retreat as part of a health and wellness initiative the company has started. The cost of the retreat was $3,500 per annum. The yoga retreat is non transferrable and is not convertible into money.

Drew incurred the following expenses in the year ended 30 June 2022:

  • Donation to the Australian Red Cross (a deductible gift recipient): $500
  • Taxi fares to attend client meetings: $400. These costs were reimbursed by his employer.
  • Mobile phone bills: $900. Drew estimates that 20% of his mobile phone usage is work related.
  • Childcare expenses for his daughter (2 years old): $4,000

Drew and his wife Shelly jointly own an investment (rental) property. For the year ended 30 June 2022, the partnership received rental income of $22,000 and had deductible expenses related to this rental property (including interest) of $19,000.  For the previous year (year ended 30 June 2021), the partnership had a net loss of $2,000.  The partnership agreement specifies that profits and losses will be distributed 85% to Shelly and 15% to Drew

You should assume all amounts listed in the above question are inclusive of GST (if GST is applicable).

  1. Calculate ElectricAir’s fringe benefits tax (FBT) liability for the FBT year ended 31 March 2022 showing the basis of your calculation

ANSWER

Calculating ElectricAir’s Fringe Benefits Tax Liability for the FBT Year Ended 31 March 2022

Introduction

Fringe Benefits Tax (FBT) is an important aspect of taxation in Australia, affecting employers who provide non-cash benefits to their employees. In this essay, we will calculate ElectricAir’s FBT liability for the FBT year ended 31 March 2022, considering the various fringe benefits provided to their employee, Drew.

Summary of Fringe Benefits Provided to Drew

ElectricAir, a large Australian public company, employs Drew, a qualified electrical engineer, with an annual salary of $110,000. Additionally, ElectricAir pays a 10% compulsory superannuation contribution into Drew’s chosen superannuation fund. The company also covers Drew’s membership fee to the Institute of Electrical Engineers ($700), private health insurance ($5,250), and an all-expenses-paid yoga retreat ($3,500). Drew’s personal expenses include a donation to the Australian Red Cross ($500), taxi fares ($400 reimbursed by ElectricAir), mobile phone bills ($900, with 20% work-related usage), and childcare expenses ($4,000). Drew and his wife, Shelly, jointly own a rental property.

Calculation of Fringe Benefits Tax Liability

Salary and Superannuation: Drew’s annual salary: $110,000 Superannuation contribution (10% of salary): $11,000 Total cash benefit: $121,000

Non-Cash Benefits Provided by ElectricAir:

Membership fee to Institute of Electrical Engineers: $700

Private health insurance: $5,250

Yoga retreat: $3,500

Total non-cash benefits: $9,450

Calculation of Grossed-Up Taxable Value: The taxable value of fringe benefits is grossed-up to reflect the gross salary that an employee would need to earn to receive the same after-tax benefit. The gross-up rates for Type 2 benefits (those subject to FBT) are:

Gross-up rate for the FBT year ending 31 March 2022: 1.8868

Grossed-up taxable value of fringe benefits: $9,450 * 1.8868 = $17,824.06

Calculation of FBT Liability: FBT is calculated at a rate of 47% (the FBT rate for the FBT year ending 31 March 2022).

FBT liability = Grossed-up taxable value of fringe benefits * FBT rate FBT liability = $17,824.06 * 0.47 = $8,380.52

Conclusion

In conclusion, ElectricAir’s FBT liability for the FBT year ended 31 March 2022, considering the provided fringe benefits to Drew, amounts to $8,380.52. This calculation takes into account Drew’s salary, superannuation contribution, and various non-cash benefits, including membership fees, health insurance, and the yoga retreat. It’s important for companies to accurately calculate and fulfill their FBT obligations to comply with Australian taxation laws and regulations.

 

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