General Reports:
Salary Packaging Welcome Kit
The Welcome Kit details the processes and procedures that may be needed throughout the various stages of your package. The kit includes all forms necessary to amend and administer your salary package. The covering letter includes a user name and password to access your package data and reports live online.
Salary Package Benefit Confirmation Schedule
Employees receive this report when they initially establish their salary package and whenever it is amended. The report details the structure of your salary package, the amount and frequency of deductions and the amount of FBT deducted (if any). This provides you with the opportunity to ensure your salary package has been set up in accordance with your instructions.
Transaction Statements:
Salary Packaging Account*
This statement details all transactions including salary deductions, ITC deposits and expenses paid from your packaging account. It specifies the available funds opening balance for the period, along with a running balance and closing balance. Listed at the end of the report are all pending reimbursement claims that have been received but not yet been paid from your account.
Fuel & Maintenance*
This is a fuel card and motor vehicle maintenance statement. All fuel card purchases that have been billed to your account during the period are listed along with the transaction date, location, type of fuel, amount and GST component. In addition, any maintenance costs (servicing and tyres) processed on your card will also be reported.
Everyday Purchases Card*
This statement details all transactions on your Southgate Everyday Purchases Card. All deposits on to your Everyday Purchases Card and purchases made during the
period are listed along with the date, location, amount and a running balance. A live transaction statement and account balance is also available
24/7 via the Southgate Wallet App which can be downloaded onto your smartphone.
Meal & Accommodation Card*
This statement details all transactions on your Southgate Meal & Accommodation Card. All deposits on to your Meal & Accommodation Card and purchases made
during the period are listed along with the date, location, amount and a running balance. A live transaction statement and account balance is also
available 24/7 via the Southgate Wallet App which can be downloaded onto your smartphone.
*These reports are available within the Online Portal for employees, 24 hours a day, 7 days a week.