Why Smartsalary

1. Why Smartsalary?
Date (20 March 2013)

2. Our value proposition: The Smartsalary 6Cs –
What makes us different
Smartsalary Key facts
• Over 125 Clients and 92,000 Customers across Australia
• Most awarded and fastest growing salary packaging and
novated leasing firm in Australia
• Employs over 300 staff all over Australia
• Financially strong, operational excellence, customer
focused, taxation expertise

3. Customer service is in the centre of
everything we do
Our customer service credentials were We measure ourselves through the Net Promoter score framework –
recognised by Customer service institute of consistently perform much higher than financial services benchmark
Australia: We won the BEST CUSTOMER
SERVICE AWARD NATIONALLY in the medium
business category

4. Our Customer service credentials have been
improving every year
NSW State
winner
Certified

5. Choice: We provide a choice of channels for our
customers to reach us on
Action Ways we interact with our customers
Coming soon

6. Communication: We proactively communicate with our
customers for education and operational purposes
Communication with Employees Communication with Employers
Service centre that is open 6 Every employer contact will
days a week have access to an exclusive
relationship manager to
troubleshoot and send
Making salary packaging
reports on
work involves a lot of
customer education – we If customers miss talking to
find that more face to face our agents directly, they can An executive sponsor is also
time onsite increases uptake catch up on regular given for any escalation
and participation of educational webinars on purposes
employees in the benefit salary packaging and
novated leasing
We have instructional videos
that explain these benefits –
employees can assimilate
SMS reminders on any
information at their own pace
deadlines and reminders
We send regular email
reminders whenever an
important action is due from
the employee
If emails bounce, then we
ensure the message is
reached by post mail

7. Convenience: We make access to benefits
quick, intuitive and efficient
Our Convenience:
- Best in class mobile app
through customers can
apply, enquire and even claim
expenses completely compliant
with ATO rulings
- Online claims that make it
really easy to interact with
customer service
- Only salary packaging
company social channel for
customer service

8. Mobile Claims: Summary of claim

9. Our calculators make it easy to communicate
total rewards and benefits
9

10. Compliance: Strong internal controls
and expertise in tax rulings
Access to specialised taxation advice
• Unlike most salary packaging companies Smartsalary employs a full-time specialist in-house taxation
advisor to ensure our salary packaging rules and processes are fully compliant with Australian income tax and
fringe benefits tax laws – which is good since the ATO is a client of ours!
• Our Senior Tax Advisor, Mr Simon Ellis, is a recognised FBT and salary packaging expert with over 10
years experience consulting for Australia’s largest employers and over five years experience focusing on
salary-packaging related tax issues. He has sat on the ATO’s FBT subcommittee, is the Taxation Director
for the Australian Salary Packaging Industry Association, and is a regular speaker on the payroll and
benefits circuit.
• Simon is available to work with our clients to prepare taxation rulings where necessary and to consult on curly
taxation questions – all free of charge of course!
Internal security controls
• We have internal controls in place ensuring the safety and security of customer funds including

11. Community: We believe that sustainability of our
company is linked to welfare of our community

12. We have Customer education and service
agents all over Australia
Queensland
• Representatives in Brisbane, Gold Coast, Townsville and
Cairns
• Service entire state
NSW/ ACT
• Representatives in Sydney
• Service entire state
ACT
• Representatives in Canberra
• Service entire state/ SSE NSW
WA
• Representatives in Perth
• Service entire state
VIC
• Representatives in Melbourne
• 1 x Mobile leasing Consultant (Melbourne)
• Service entire state
SA
- Representatives in Mt Gambier
- Mobile leasing Consultant (Adelaide)
- Service entire state
NT
- 1x Mobile leasing Consultant (Darwin)
- Service Darwin and Katherine