Entertainment Fringe Benefits
For FBT purposes “entertainment” includes
- entertainment by way of food, drink or recreation
- accommodation or travel in connection with, or to facilitate the provision of, such entertainment.
Cap on packaged entertainment
In a 2015 Federal Budget measure which targets Not For Profits, from 1 April 2016 a grossed-up cap of $5,000 applies to the amount of salary-sacrificed ‘meal entertainment’ and ‘entertainment facility leasing expenses’ which qualify for the FBT exemption or the rebate (depending on the type of employer).
Any excess to be counted in calculating the existing FBT exemption or rebate cap, and all salary packaged entertainment benefits will become reportable.
See further:
- Enabling legislation – passed 25 November 2015
- FBT and entertainment for not-for-profit and government organisations
- Tax-exempt Body Entertainment Fringe Benefits
Examples
Common examples of taxable entertainment fringe benefits provided by the Tax Office include:
- business lunches and drinks, cocktail parties and staff social functions
- providing entertainment to employees and clients by providing access to sporting or theatrical events, sightseeing tours, holidays and so on
- accommodation and travel when it is provided in connection with, or to facilitate, activities such as entertaining clients and employees over a weekend at a tourist resort, or providing them with a holiday.
Is it Entertainment? – Tax Ruling TR 97/17
The ruling outlines a series of tests which are summarised in the following table.
Not all factors have equal significance – please read TR 97/17 for full context and see further references and checklists at the foot of this page.
This is a simplified summary for general guidance and cannot be relied on as the basis of a decision.
See TR 97/17 – “Income tax and fringe benefits tax: entertainment by way of food or drink”
- see also – Entertainment facility leasing
What food and drink is provided? | More or less likely to be “entertainment” |
A multi-course meal with alcohol | More likely |
Sandwiches and juice | Less likely |
Where is it provided? | More or less likely to be “entertainment” |
Off the business’s premises | More likely |
On the business’s premises | Less likely |
When is it provided? | More or less likely to be “entertainment” |
Outside business hours | More likely |
Within business hours | Less likely |
Why is it provided? | More or less likely to be “entertainment” |
An entertainment or social purpose | More likely |
An incidental business purpose | Less likely |
Entertainment FBT Exclusions
Common exclusions or exemptions to FBT on entertainment include:
- entertainment provided to clients (not subject to FBT, but not tax deductible either)
- food and/or drink for current employees on your business premises on a working day are exempt property benefits (see more here..) – and see also Tax Ruling IT 2675 “Income tax and fringe benefits tax: entertainment – morning and afternoon teas; light meals; and in-house dining facilities”
- minor entertainment less than $300 (incl. GST) per employee (see here)
- Meal entertainment provided by PBIs, HPCs, public hospitals, non-profit hospitals and public ambulance services to employees is exempt from FBT. This exemption only applies to meal entertainment and not to recreation. See Meal entertainment provided by PBIs
Entertainment FBT Calculations
The taxing of entertainment and related benefits falls into a number of possible FBT categories:
- Meals entertainment – choose calculation method
- 50/50 split method
- 12 week register method, or
- actual expenditure method
- Expense payment fringe benefit
- Property fringe benefit
- Residual fringe benefit
- Tax exempt body entertainment fringe benefit
Methodology and checklists
For calculation methodology in general, see Calculating fringe benefits tax
For calculation methodology and worksheets – see checklists here
Further information
- TR97/17 – Income tax and fringe benefits tax: entertainment by way of food or drink
- Fringe benefits tax and Christmas parties
This page was last modified 2024-04-25