What it is
Salary packaging is a worker’s set of pre-tax arrangements for a financial year — super, a novated lease, a work device and so on. This surface gathers them in one place: a rollup of the total pre-tax amount per pay and annualised, each packaging item with its type and amount, and a cap meter showing how much of the packaging limit is used.
It matters because packaging has a ceiling, and going over it causes problems at year end. The cap meter adds up the active items against the limit and won’t let the total exceed it, so arrangements stay within bounds as you add or adjust them. It’s a clear, year-scoped picture of what someone is packaging and how much room is left.
When to use it
- A worker is arranging their pre-tax packaging for the year
- You’re adding a novated lease or work device to a package
- You need to see how much packaging cap is left
- An item is ending and the package needs adjusting
- You’re reviewing a worker’s arrangements for the financial year
How it works
Step by step.
- 1
Open the packaging view
For the worker and financial year, open salary packaging. The hero shows the total pre-tax per pay, annualised, and the cap used.
- 2
Review existing items
See each packaging item — its type, pre-tax amount, category and status — so you know what’s already arranged.
- 3
Add or adjust an item
Add a new item with its type and pre-tax amount, or adjust an existing one. The amount feeds the rollups and the cap meter.
- 4
Watch the cap meter
The cap-used meter adds the active items against the limit. It won’t let the total exceed the cap, so you stay within bounds.
- 5
Confirm the arrangement
Check the rollups and the remaining cap read correctly, and confirm. The package is set for the year.
Worked example
Follow it through.
The scenario
Tom Okafor packages 200 dollars per pay into super and wants to add a 150-dollar work-device item for the financial year.
- 1 Open Tom’s salary packaging for the current financial year.
- 2 See the existing super item at 200 dollars per pay, cap meter part-used.
- 3 Add a work-device item at 150 dollars per pay.
- 4 The cap meter updates and stays within the limit.
- 5 Confirm the arrangement.
The result
Tom’s package now shows two pre-tax items, the per-pay and annualised rollups update, and the cap meter shows the remaining room for the year.
Tips & notes
Good to know.
- The cap meter won’t let the total exceed the limit, so you can’t accidentally over-package.
- Packaging is scoped to a financial year — check you’re working in the right year before adding items.
- Ending an item updates the rollups and frees cap; adjust the package when an arrangement stops.
- Pre-tax amounts here are kept in precise money values, so the rollups and cap maths are exact.
When you’re done
The worker’s pre-tax packaging is arranged for the year, totalled correctly and kept within the cap.