Australia ▾
  Australia   New Zealand
Join Now

Home | Price List | Contact

Login
Forgot your password?
  • Trust

    Trust

    • Acknowledgement of Trust (already own asset) - $165
    • Change Appointor and/or Guardian of Family Trust - $110
    • Change of Name of Family Trust - $88
    • Change Trustee of Family Trust - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Declaration of Trust (before you buy) - $99
    • Div 7A Loan Agreement - $65
    • Div 7A Loan Agreement for UPE - $55
    • Family Trust - $165
    • Family Trust - Streaming & Bamford Update - $165
    • Family Trust - Update to Allow Change of Appointor and Guardian - $165
    • Family Trust - Update to allow Sole Trustee - $55
    • Family Trust - Update to Exclude Foreign Persons (NSW) - $198
    • Family Trust - Wind up/Vesting - $259
    • Forgiveness of Debt - $121
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Release of Unpaid Trust Entitlement - $121
    • The new small business restructure roll-over rules in practice (White Paper) - $55
    • Trust Distribution Minutes Library for 2008/09 - $99
    • Trust Distribution Minutes Library for 2009/10 - $99
    • Trust Distribution Minutes Library for 2010/11 - $99
    • Trust Distribution Minutes Library for 2011/12 - $99
    • Trust Distribution Minutes Library for 2012/13 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2012/13 - Single-Use - $110
    • Trust Distribution Minutes Library for 2013/14 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2013/14 - Single-Use - $110
    • Trust Distribution Minutes Library for 2014/15 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2014/15 - Single-Use - $110
    • Trust Distribution Minutes Library for 2015/16 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2015/16 - Single-Use - $110
    • Trust Distribution Minutes Library for 2016/17 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2016/17 - Single-Use - $110
    • Trust Distribution Minutes Library for 2017/18 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2017/18 - Single-Use - $110
    • Trust Distribution Minutes Library for 2018/19 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2018/19 - Single-Use - $110
    • Trust Distribution Minutes Library for 2019/20 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2019/20 - Single-Use - $121
    • Trust Distribution Minutes Library for 2020/21 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2020/21 - Single-Use - $121
    • Trust Distribution Minutes Library for 2021/22 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2021/22 - Single-Use - $121
    • Trust Distribution Minutes Library for 2022/23 - Multi-Use - $363
    • Trust Distribution Minutes Library for 2022/23 - Single-Use - $132
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
  • Superannuation

    Superannuation

    • Acknowledgement of Trust (already own asset) - $165
    • Commercial Lease - $250
    • Declaration of Trust (before you buy) - $99
    • Derivative Risk Statement for SMSF - $65
    • Investment Strategy for Self Managed Super 15/16 - $65
    • Investment Strategy for Self Managed Super 16/17 - $65
    • Investment Strategy for Self Managed Super 17/18 - $65
    • Investment Strategy for Self Managed Super 18/19 - $65
    • Investment Strategy for Self Managed Super 19/20 - $65
    • Investment Strategy for Self Managed Super 20/21 - $65
    • Investment Strategy for Self Managed Super 21/22 - $65
    • Investment Strategy for Self Managed Super 22/23 - $65
    • Pension Pack for Self Managed Super - $299
    • Product Disclosure Statement (general) - $66
    • Product Disclosure Statement (Pension only) - $99
    • Self Managed Superannuation Fund Deed - $149
    • SMSF - Minute to Appoint Administrator - $33
    • SMSF - Minute to Appoint an Auditor - $33
    • SMSF - Minute to Approve Financial Statements - $33
    • SMSF - Minute to Approve Financial Statements 07/08 - $33
    • SMSF - Minute to Approve Financial Statements 08/09 - $33
    • SMSF - Minute to Approve Financial Statements 09/10 - $33
    • SMSF - Minute to Insure The Members - $33
    • SMSF - Update Rules - $165
    • SMSF Limited Recourse Borrowing Arrangement - $275
    • SMSF Restricted Commercial Property Assessment - $695
    • SMSF Restricted Residential Property Assessment - $315
    • Statutory Declaration - $0
  • Estate Planning

    Estate Planning

    • Buy Sell Agreement Company - $197
    • Codicil to change the Executor - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Enduring Power of Attorney - NSW - $55
    • Enduring Power of Attorney - SA - $55
    • Enduring Power of Attorney - WA - $55
    • Enduring Power of Attorney (Financial, Personal/Health) - QLD - $55
    • Enduring Power of Guardianship - NSW - $55
    • Enduring Power of Guardianship - WA - $55
    • Power Of Attorney By Company - $99
    • Will - Married or Defacto No Children - $95
    • Will - Married or Defacto with Children - $95
    • Will - Single No Children - $110
    • Will - Single With Children - $110
  • Commercial

    Commercial

    • Advanced Legal Health Check for Businesses - $18
    • Buy a House with Friends Agreement - $110
    • Commercial Lease - $250
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Debt Recovery Kit - Qld - $44
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Div 7A Loan Agreement - $65
    • Div 7A Loan Agreement for UPE - $55
    • Forgiveness of Debt - $121
    • Loan Agreement (No Security) - $110
    • Release of Unpaid Trust Entitlement - $121
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • The new small business restructure roll-over rules in practice (White Paper) - $55
  • Employment

    Employment

    • Confidentiality Agreement (Non Disclosure) - $99
    • Employment - Conduct Issues Letter - $33
    • Employment - Employee Expenses Policy - $55
    • Employment - Performance Issues Letter - $33
    • Employment - Request for Medical Information - $33
    • Employment - Termination Letter - $33
    • Employment - Transferring Employee Letter - $33
    • Employment Contract - $99
    • Independent Contractors Agreement - $99
    • Partnership Deed - $220
    • Statutory Declaration - $0
  • Company

    Company

    • Acknowledgement of Trust (already own asset) - $165
    • Adopt Committee Recommendations kit - $33
    • Appoint a Committee kit - $33
    • Appoint an Alternate Director kit - $33
    • Appoint Managing Director & Confer Powers kit - $33
    • Buy a House with Friends Agreement - $110
    • Buy Sell Agreement Company - $197
    • Change Registered Office kit - $33
    • Commercial Lease - $250
    • Company (ELodgement) - $695
    • Company (No Elodgement) - $99
    • Company Constitution Update - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Director‘s Indemnity Agreement - Compulsory Insurance - $197
    • Director‘s Indemnity Agreement - No Insurance - $197
    • Directors Conflict of Interest Kit - $44
    • Div 7A Loan Agreement - $65
    • Div 7A Loan Agreement for UPE - $55
    • Employment Contract - $99
    • Family Trust - Wind up/Vesting - $259
    • Forgiveness of Debt - $121
    • Independent Contractors Agreement - $99
    • Loan Agreement (No Security) - $110
    • Minutes for Members to Inspect Books - $33
    • Minutes for Resigning Director - $33
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Power Of Attorney By Company - $99
    • Release of Unpaid Trust Entitlement - $121
    • Remove a Managing Director kit - $33
    • Remove and Replace a Director kit - $44
    • Replace Company Secretary kit - $44
    • Self Managed Superannuation Fund Deed - $149
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • Transfer of Shares Kit - $0
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
  • CPD Webinars

    CPD Webinars

    • Webinar On Demand - Are Family Trusts Under Siege? - $99
    • Webinar on Demand - Basic Business Structures 101 - $99
    • Webinar On Demand - Employment Law Reform and How it Affects You - $99
    • Webinar On Demand - Financial Services Reform - Evolution or Revolution? - $99
    • Webinar On Demand - Is your client’s business facing the wall? - $99
    • Webinar On Demand - Lawyers or Accountants as Appointor of their Client’s Family Trust - Sailing into Troubled Waters - $99
    • Webinar On Demand - Maximising Superannuation Contributions - $99
    • Webinar On Demand - Moving to the Cloud - Workflow Heaven or Security Hell? - $99
    • Webinar On Demand - Rise of AI and the Legal Fallout - $99
    • Webinar On Demand - SMSF Strategies for Transitioning to Retirement - $99
    • Webinar on Demand - SMSFs and Cryptocurrencies - $99
    • Webinar On Demand - Succession Planning for Family Trusts - $99
    • Webinar on Demand - Trust Distributions and Section 100A - $99
    • Webinar on Demand - Understanding Testamentary Trusts - $99
  • All documents

    All documents

    • Acknowledgement of Trust (already own asset) - $165
    • Adopt Committee Recommendations kit - $33
    • Advanced Legal Health Check for Businesses - $18
    • Appoint a Committee kit - $33
    • Appoint an Alternate Director kit - $33
    • Appoint Managing Director & Confer Powers kit - $33
    • Buy a House with Friends Agreement - $110
    • Buy Sell Agreement Company - $197
    • Change Appointor and/or Guardian of Family Trust - $110
    • Change of Name of Family Trust - $88
    • Change Registered Office kit - $33
    • Change Trustee of Family Trust - $110
    • Codicil to change the Executor - $99
    • Commercial Lease - $250
    • Company (ELodgement) - $695
    • Company (No Elodgement) - $99
    • Company Constitution Update - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Debt Recovery Kit - Qld - $44
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Derivative Risk Statement for SMSF - $65
    • Director‘s Indemnity Agreement - Compulsory Insurance - $197
    • Director‘s Indemnity Agreement - No Insurance - $197
    • Directors Conflict of Interest Kit - $44
    • Disclaimer - Email - $55
    • Div 7A Loan Agreement - $65
    • Div 7A Loan Agreement for UPE - $55
    • Employment - Conduct Issues Letter - $33
    • Employment - Employee Expenses Policy - $55
    • Employment - Performance Issues Letter - $33
    • Employment - Request for Medical Information - $33
    • Employment - Termination Letter - $33
    • Employment - Transferring Employee Letter - $33
    • Employment Contract - $99
    • Enduring Power of Attorney - NSW - $55
    • Enduring Power of Attorney - SA - $55
    • Enduring Power of Attorney - WA - $55
    • Enduring Power of Attorney (Financial, Personal/Health) - QLD - $55
    • Enduring Power of Guardianship - NSW - $55
    • Enduring Power of Guardianship - WA - $55
    • Family Trust - $165
    • Family Trust - Streaming & Bamford Update - $165
    • Family Trust - Update to Allow Change of Appointor and Guardian - $165
    • Family Trust - Update to allow Sole Trustee - $55
    • Family Trust - Update to Exclude Foreign Persons (NSW) - $198
    • Family Trust - Wind up/Vesting - $259
    • Forgiveness of Debt - $121
    • Independent Contractors Agreement - $99
    • Investment Strategy for Self Managed Super 15/16 - $65
    • Investment Strategy for Self Managed Super 16/17 - $65
    • Investment Strategy for Self Managed Super 17/18 - $65
    • Investment Strategy for Self Managed Super 18/19 - $65
    • Investment Strategy for Self Managed Super 19/20 - $65
    • Investment Strategy for Self Managed Super 20/21 - $65
    • Investment Strategy for Self Managed Super 21/22 - $65
    • Investment Strategy for Self Managed Super 22/23 - $65
    • Loan Agreement (No Security) - $110
    • Minutes for Members to Inspect Books - $33
    • Minutes for Resigning Director - $33
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Pension Pack for Self Managed Super - $299
    • Power Of Attorney By Company - $99
    • Product Disclosure Statement (general) - $66
    • Product Disclosure Statement (Pension only) - $99
    • Release of Unpaid Trust Entitlement - $121
    • Remove a Managing Director kit - $33
    • Remove and Replace a Director kit - $44
    • Replace Company Secretary kit - $44
    • Self Managed Superannuation Fund Deed - $149
    • SMSF - Minute to Appoint Administrator - $33
    • SMSF - Minute to Appoint an Auditor - $33
    • SMSF - Minute to Approve Financial Statements - $33
    • SMSF - Minute to Approve Financial Statements 07/08 - $33
    • SMSF - Minute to Approve Financial Statements 08/09 - $33
    • SMSF - Minute to Approve Financial Statements 09/10 - $33
    • SMSF - Minute to Insure The Members - $33
    • SMSF - Update Rules - $165
    • SMSF Limited Recourse Borrowing Arrangement - $275
    • SMSF Restricted Commercial Property Assessment - $695
    • SMSF Restricted Residential Property Assessment - $315
    • SMSF Subscription - $99
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • The new small business restructure roll-over rules in practice (White Paper) - $55
    • Transfer of Shares Kit - $0
    • Trust Distribution Minutes Library for 2008/09 - $99
    • Trust Distribution Minutes Library for 2009/10 - $99
    • Trust Distribution Minutes Library for 2010/11 - $99
    • Trust Distribution Minutes Library for 2011/12 - $99
    • Trust Distribution Minutes Library for 2012/13 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2012/13 - Single-Use - $110
    • Trust Distribution Minutes Library for 2013/14 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2013/14 - Single-Use - $110
    • Trust Distribution Minutes Library for 2014/15 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2014/15 - Single-Use - $110
    • Trust Distribution Minutes Library for 2015/16 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2015/16 - Single-Use - $110
    • Trust Distribution Minutes Library for 2016/17 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2016/17 - Single-Use - $110
    • Trust Distribution Minutes Library for 2017/18 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2017/18 - Single-Use - $110
    • Trust Distribution Minutes Library for 2018/19 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2018/19 - Single-Use - $110
    • Trust Distribution Minutes Library for 2019/20 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2019/20 - Single-Use - $121
    • Trust Distribution Minutes Library for 2020/21 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2020/21 - Single-Use - $121
    • Trust Distribution Minutes Library for 2021/22 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2021/22 - Single-Use - $121
    • Trust Distribution Minutes Library for 2022/23 - Multi-Use - $363
    • Trust Distribution Minutes Library for 2022/23 - Single-Use - $132
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
    • Webinar On Demand - Are Family Trusts Under Siege? - $99
    • Webinar on Demand - Basic Business Structures 101 - $99
    • Webinar On Demand - Employment Law Reform and How it Affects You - $99
    • Webinar On Demand - Financial Services Reform - Evolution or Revolution? - $99
    • Webinar On Demand - Is your client’s business facing the wall? - $99
    • Webinar On Demand - Lawyers or Accountants as Appointor of their Client’s Family Trust - Sailing into Troubled Waters - $99
    • Webinar On Demand - Maximising Superannuation Contributions - $99
    • Webinar On Demand - Moving to the Cloud - Workflow Heaven or Security Hell? - $99
    • Webinar On Demand - Rise of AI and the Legal Fallout - $99
    • Webinar On Demand - SMSF Strategies for Transitioning to Retirement - $99
    • Webinar on Demand - SMSFs and Cryptocurrencies - $99
    • Webinar On Demand - Succession Planning for Family Trusts - $99
    • Webinar on Demand - Trust Distributions and Section 100A - $99
    • Webinar on Demand - Understanding Testamentary Trusts - $99
    • Website Terms And Conditions - $99
    • Will - Married or Defacto No Children - $95
    • Will - Married or Defacto with Children - $95
    • Will - Single No Children - $110
    • Will - Single With Children - $110
  • Bulletin

Join
it's free

Join Now Join Now

Need legal advice or a specially customised legal document?

Contact our partner law practice

Click here to arrange a quote

Support - Help is here

Support
help is here

  • FAQ
  • Enquire Online
  • Contact Us
0
Employment - Employee Expenses Policy

Employment - Employee Expenses Policy

Price ($AUD): $55
Platinum Price ($AUD): $50 [?]

Estimated Time to Build: 5 - 8 Minutes
Jurisdiction: Australia Wide

Click to Start
  • Overview
  • Checklist
  • Sample
  • Legal Tutor
  • Author
  • This document provides a policy in relation to expenses employees incur in the performance of their duties and for which they will be reimbursed by their employer.

    The policy sets out that the expenses must be:

    - reasonable;
    - incurred in the performance of the employee’s duties; and
    - pre-approved, although with discretion to reimburse expenses that were not pre-approved.

    The policy also sets out the procedure for reimbursement and provides a pro forma claim form to use.

    The policy document includes provision for employees to sign to acknowledge that they have read and understood the policy. You might consider giving employees 2 copies of the policy and asking them to sign and return a copy which will be placed on their personnel file.
  • Checklist is not available for this document.

  • Sample is not available for this document.

    • Company Details
      • Who should authorise the policy?
      • Do I have to include a review date?
      Policy Details
      • Is there room for discretion?
      • Is there a limit to approvals?
      Policy Details Continued
      • Putting your policy into practice
      Related Policies
      • Related policies

      Company Details

      • Who should authorise the policy?

        Policies should be authorised by someone with a senior position within the business. As personnel change, we recommend that the policy is authorised by reference to the position held rather than the individual (eg Managing Director).

        This hint is provided by Law Central Legal.


        #

      • Do I have to include a review date?

        It is not essential to include a review date; however, we recommend one be included to prompt you to review the policy regularly (perhaps every 2 years) to ensure it still meets the needs of your business.

        This hint is provided by Law Central Legal.


        #

      Policy Details

      • Is there room for discretion?

        The policy requires that expenses be pre-approved. In reality, there will be circumstances where pre-approval is not practical. The policy allows you to nominate a senior person who has the discretion to approve reimbursement of reasonable expenses where the employee did not obtain pre-approval from a line manager.

        This hint is provided by Law Central Legal.


        #

      • Is there a limit to approvals?

        The policy allows you to set an upper limit of expenses that a line manager can approve. For example, you might allow a line manager to approve expenses up to $150 but require the managing director to approve expenditure above this amount. You need to nominate the position of the person who can approve expenditure above the limit.

        This hint is provided by Law Central Legal.


        #

      Policy Details Continued

      • Putting your policy into practice

        Based on the requirements of your business, you will need to consider:

        • who completed claim forms are to be submitted to (eg accounts clerk);
        • within how many days a claim must be submitted for reimbursement (eg 28 days);
        • within how many days reimbursements are likely to be made (eg 7 days);
        • whether reimbursements will be made by cash, cheque or direct debit; and
        • if cash reimbursements will be made, whether there is a limit to the value of cash reimbursements that will be made (eg $50).

        This hint is provided by Law Central Legal.


        #

      Related Policies

      • Related policies

        You may have some other policies that need to be taken into account when considering the Expenses Policy. Examples of policies that may be related to the Expenses Policy are:

        Policy

        Example of reason for relationship …

        Code of Conduct

        may contain requirements for being ethical in all dealings.

        Travel policy

        may provide for a per diem to be paid, rather than employees being reimbursed for expenses while travelling.

        Vehicle policy

        may specify all fuel purchases are to be made using a fuel card and prohibit reimbursement for fuel paid for by an employee.

        Drug and alcohol policy

        may prohibit the purchase of alcohol with company money.

        This hint is provided by Law Central Legal.


        #

  • This document has been prepared by the law practice Law Central Legal

    Law Central Legal

    Liability limited by a scheme approved under Professional Standards Legislation

  • Legal Documents Online
  • Trust
  • Superannuation
  • Estate Planning
  • Commercial
  • Employment
  • Company
  • CPD Webinars
  • All Documents
  • Price List
  • Join Us
  • Join for Free
  • Memberships
  • About Law Central
  • About Us
  • * Our Guarantee
  • Printing and Binding
  • Site Map
  • Terms and Conditions
  • Privacy Policy
  • Disclaimer
  • Support
  • FAQ
  • Contact Us
  • Feedback
  • Connect
You should follow us on Twitter Subscribe to our RSS feed Follow us on Linked In Subscribe to our Legal Bytes channel

Copyright © 2000-2023 Law Central Co Pty Ltd ABN 98 091 824 225
Site Map | Terms and Conditions | Privacy Policy | Disclaimer