How to manage your account online during the end of FBT year!

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How to manage your account online during the end of FBT year!

Online services such as apps are a fantastic way to manage your account whenever you want, wherever you want. They reduce the need for phone calls, they save time and they can help you manage your account your way!

For these reasons we want all our customers to use the Maxxia app and Maxxia Online whenever they can, to update details, check balances and more. This is especially true during the EOFBTY, when time is of the essence and you can’t always pick up the phone to call us.

Here’s a few things we recommend you check using our own online services, the Maxxia app and Maxxia Online.

 

View your balances

It’s important to keep up to date with your balances, it will give you clarity on how much you may need to claim/spend before 31 March 2021.

It’s also one of the easiest things to check as it’s on the home screen of both the Maxxia app and Maxxia Online.

Submit new bank details

As we make our final payments this FBT year, it’s vital your bank details are up to date if you receive direct payments from us. The Maxxia app makes viewing and updating bank details quick and easy, simply follow these steps.

  1. Log into the Maxxia app
  2. Open the menu in the top left of the dashboard
  3. Select profile
  4. Select the benefit
  5. Edit and save your details

Check your cap with the Maxxia app ‘cap tracker’

A key feature of the Maxxia app, our Cap Tracker* helps you stay in control of your salary packaging funds ahead of the end of the Fringe Benefits Tax (FBT) year, with at-a-glance cap information – anytime, anywhere. With clear visuals that show spending and available balances across all your current salary packaging benefits, the cap tracker helps you do more with your money without any hassles.

It’s especially useful as the FBT year draws to a close on March 31, because once the clock ticks over to 1 April, a new cap limit is allocated and the previous limit can no longer be accessed by spending or claiming. So make sure you get your cap balance to zero to ensure you maximise your tax benefits!

Here’s how to access the Cap Tracker:

  1. Log in to the app using your 4-digit PIN
  2. From the dashboard, swipe right or tap the menu drawer (top left in the graphic below) to reveal the left side menu
  3. Click ‘Cap Tracker’ to display your account detail(s).

Cap Tracker

How much cap do you have remaining? Find out with the new ‘Cap Tracker’, available on the Maxxia app. Head along to maxxia.com.au/maxxia-app, or visit the App Store or Google Play™ to download the app.

*Cap tracker available to employees with access to FBT exemption cap

Apple and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Android and Google Play are trademarks of Google Inc

View your novated lease account anytime

With the Maxxia app and Maxxia Online our customers have more self-service opportunities that increase the ease and convenience of novated leasing, including:

  • The ability to view funds that haven’t been allocated to a benefit or reserved for fees.
  • Fully maintained novated lease customers with Maxxia-arranged insurance can now see their insurance details, including their policy number, renewal date and payments made — tasks they’d previously had to call a consultant about.
  • Maxxia Online has more information displayed for fully-maintained novated leases, including visibility of annual budgets by expense category (such as maintenance and tyres) and the amounts spent for each category, including the Novated Lease Fuel Tracker.

Contacting Maxxia during the EOFBTY

While we aim to do our absolute best, the EOFBTY can mean extended call-wait times. We recommend the below options for keeping in touch with us during this time.

To download the Maxxia app, head along to maxxia.com.au/maxxia-app, or visit the App Store or Google Play™

To register for Maxxia Online, head along to www.securemaxxia.com.au. You must be an existing customer and have previously provided your email address and mobile number to Maxxia.

Apple and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Android and Google Play are trademarks of Google Inc