Guide Novated Lease Updated April 2026 · 14 min read

How to Read a Novated Lease Quote

Novated lease quotes are dense with figures that look similar but mean different things — gross vs net, pre-tax vs post-tax, ECM contributions, residual values, comparison rates. Most people sign having understood roughly half of it. This guide walks through a real quote structure line by line, explains what each figure actually means, shows you the maths behind it, and gives you a checklist to verify the numbers before you commit.

In this guide
  1. The anatomy of a novated lease quote
  2. Section 1 — Vehicle and lease structure
  3. Section 2 — Salary sacrifice (pre-tax)
  4. Section 3 — Post-tax contribution (ECM)
  5. Section 4 — Tax saving
  6. Section 5 — Running costs package
  7. Section 6 — Residual value
  8. Section 7 — Total cost summary
  9. Red flags to watch for
  10. Verification checklist

The anatomy of a novated lease quote

Provider quotes vary in format — SG Fleet, Fleetpartners, and Maxxia all lay them out differently — but the underlying figures are always the same. Here's a representative example we'll refer to throughout this guide. All figures are for a $55,000 drive-away vehicle, $120,000 salary, VIC, 3-year lease, 15,000 km/year.

INDICATIVE NOVATED LEASE QUOTE
Example only · $55,000 vehicle · $120,000 salary · VIC · 3yr · 15,000 km/yr
Vehicle & Lease Structure
Vehicle drive-away price$55,000
Base vehicle price (excl. stamp duty)$52,782
Stamp duty (VIC)$2,218
Lease term3 years (36 months)
Annual kilometres15,000 km
Finance rate6.50% p.a.
Residual value$27,911 (52.88% of base price)
Monthly Salary Sacrifice (Pre-Tax)
Finance payment (lease instalment)$981
Fuel$235
Registration$75
Insurance (comprehensive)$150
Servicing$67
Tyres$50
Provider management fee$83
Total monthly sacrifice (gross)$1,641
Post-Tax Contribution (ECM)
Monthly post-tax / ECM contribution$880
Net Impact on Your Pay Packet
Monthly income tax saving from sacrifice−$541
Net cost of sacrifice (after tax saving)$1,100
Post-tax ECM contribution$880
Total monthly out-of-pocket$1,980
Annual income tax saving$6,492
End of Lease
Residual payment due$27,911
OptionsPay outright · Refinance · Trade in · Sell privately

Now let's go through every section in detail.

Section 1 — Vehicle and lease structure

Drive-away price vs base vehicle price
Also seen as: "purchase price", "capitalised cost", "vehicle cost"

The drive-away price is what you actually pay at the dealership — it includes stamp duty, registration, CTP, and any dealer delivery charges. The base price is the vehicle's price before these on-costs.

This distinction matters because the ATO's rules for novated leases are defined in terms of the base vehicle price, not the drive-away price. The residual value, FBT calculation, and EV exemption threshold all use the base price. A good quote will show both figures clearly.

Drive-away = Base price + Stamp duty + Registration + CTP + Dealer delivery
// Stamp duty is typically the largest on-cost: ~3–5% of base price in most states
Finance rate
Also seen as: "lease rate", "money factor", "interest rate"

The annual interest rate applied to the financed amount (drive-away price) over the lease term, with the residual as a balloon payment at the end. Rates typically run 5.5–8% p.a. depending on market conditions and your provider.

Unlike a personal loan, the finance rate on a novated lease is not advertised as a comparison rate — providers are not required to disclose the comparison rate for leases under the National Consumer Credit Protection Act. This makes it harder to compare directly. The way to compare is to look at the total cost including all fees, not just the headline rate.

Section 2 — Salary sacrifice (pre-tax)

This is the core of the arrangement. Every dollar in this section is deducted from your gross salary before income tax is calculated — which is why it produces a tax saving.

Finance payment (lease instalment)
Also seen as: "monthly lease payment", "gross lease rental", "finance component"

The monthly payment on the lease itself — equivalent to the repayment on a loan with a balloon payment (the residual) at the end. This is calculated using standard loan mathematics.

PMT = (r × (P × (1+r)ⁿ + residual)) / ((1+r)ⁿ − 1)
// Where P = drive-away price, r = monthly rate, n = lease months
// Example: P=$55,000, r=6.5%/12, n=36, residual=$27,911 → PMT ≈ $981/mo

You can verify this figure exactly using the Veercal novated calculator or any standard loan calculator — enter the drive-away price as the loan amount, the ATO residual as the balloon, and the quoted rate.

Running costs (fuel, registration, insurance, servicing, tyres)
Also seen as: "operating costs", "budgeted running costs", "fleet budget"

One of the key advantages of novated leasing is that these costs are included in the salary sacrifice — meaning you pay for fuel, insurance, registration, and servicing with pre-tax dollars. This produces an additional tax saving on top of the finance component.

These are budget estimates, not actual costs. The provider estimates annual fuel based on your stated kilometres and average fuel price, divides by 12, and includes it in the monthly sacrifice. If your actual costs are lower, the difference typically accumulates in a "running cost budget" account and is returned to you at the end. If costs exceed the budget, you may need to top up.

Verify the running cost estimates

Providers sometimes use conservative (high) running cost estimates to make the income tax saving look larger. A higher sacrifice means a bigger tax saving in dollar terms — but you're sacrificing more than you'll spend, and the excess sits with the provider until year end. Check that fuel costs are based on realistic local prices and your actual expected usage.

Provider management fee
Also seen as: "administration fee", "management fee", "novation fee"

The annual fee charged by the novated lease provider for administering the arrangement — processing payments, managing the running cost budget, FBT reporting, and year-end reconciliation. Typically $800–$1,500 per year, included in the salary sacrifice so it's effectively pre-tax.

This fee varies between providers and is worth comparing. A difference of $300/year in management fees over a 3-year lease is $900 — worth negotiating, particularly on higher-value vehicles where providers have more margin.

Section 3 — Post-tax contribution (ECM)

ECM / post-tax contribution
Also seen as: "employee contribution", "post-tax deduction", "FBT contribution", "statutory contribution"

This is the most misunderstood figure in a novated lease quote. The ECM (Employee Contribution Method) is a separate, additional amount deducted from your take-home pay after income tax. It is not part of the salary sacrifice — it comes out of your net pay.

Its purpose is to eliminate the Fringe Benefits Tax (FBT) that would otherwise be payable on the lease. Under the statutory method, your employer's FBT obligation is:

FBT = Base price × 20% × 2.0802 × 47%
// 20% = statutory private use fraction
// 2.0802 = Type 1 gross-up rate (employer can claim GST credits)
// 47% = FBT rate (same as top marginal rate + Medicare)
// Example: $52,782 × 20% × 2.0802 × 47% = $10,320/yr ≈ $860/mo

By making a post-tax employee contribution equal to the statutory amount (base price × 20%), you reduce the taxable value of the benefit to zero — so the employer pays $0 FBT and the cost passes back to you via this deduction.

Why two methods give slightly different amounts

The ECM contribution amount (base price × 20%) and the grossed-up FBT amount (base × 20% × 2.0802 × 47%) are close but not identical — because 2.0802 × 0.47 = 0.978, not 1.0. In practice both are used — the quote above uses the grossed-up FBT figure ($860/mo). Veercal uses the grossed-up FBT method to match most provider quotes.

EV exception — no post-tax contribution required

Battery electric vehicles (BEVs) under the fuel-efficient LCT threshold ($91,387 in FY2025–26) are completely FBT-exempt. No post-tax ECM contribution is required. This makes the tax saving substantially larger — every dollar of sacrifice is effective pre-tax with nothing taken back post-tax. It's the single biggest difference between leasing an EV vs a petrol vehicle.

Section 4 — Tax saving

Monthly income tax saving
Also seen as: "tax benefit", "income tax reduction", "PAYG saving"

The reduction in your income tax liability each month as a result of the salary sacrifice reducing your taxable income. This is the core financial benefit of a novated lease.

Monthly tax saving = (Tax on salary − Tax on (salary − annual sacrifice)) ÷ 12
// Correct method: bracket calculation, not flat marginal rate
// Example: Tax($120k) − Tax($120k − $19,692) = $6,492/yr ÷ 12 = $541/mo
Watch out for the flat rate shortcut

Some providers calculate the tax saving as simply: monthly sacrifice × marginal tax rate. At a $120k salary the marginal rate is 37% — so $1,641 × 37% = $607/mo. But this overstates the saving when the sacrifice crosses tax bracket boundaries. The correct bracket method gives $541/mo — a meaningful $66/mo difference. Veercal uses the correct bracket method. If a provider's quote shows a suspiciously round figure or a figure that's exactly sacrifice × marginal rate, verify it.

Total monthly out-of-pocket
Also seen as: "net fortnightly cost", "true monthly cost", "effective cost"

What you actually pay each month, net of all moving parts. Calculated as:

Total out-of-pocket = (Gross sacrifice − Tax saving) + ECM contribution
// = Net sacrifice + post-tax ECM
// Example: ($1,641 − $541) + $880 = $1,100 + $880 = $1,980/mo

This is the figure you should compare against a personal loan or dealer finance repayment — it's your actual monthly cash outflow. It includes running costs, so it's not directly comparable to a pure finance payment — you'd need to add estimated running costs to any alternative.

Section 5 — Running costs package

Most providers package running costs into the salary sacrifice — fuel, rego, insurance, servicing, tyres, and their management fee. This is genuinely advantageous: you pay for these with pre-tax dollars. But there are some details worth understanding.

The running cost budget account

Each month, the running cost portion of your sacrifice is set aside in a budget account. As you incur costs (fill up fuel, pay for a service), you submit receipts or use a provider-supplied fuel card. The actual spend is drawn from the budget. At year end:

Fuel cards and supplier restrictions

Some providers issue branded fuel cards and require you to use specific fuel networks. Others are more flexible. If you drive a lot through areas with limited coverage, check whether the card works at your usual stations. This is a minor operational point but worth knowing before you're locked in.

Section 6 — Residual value

Residual value
Also seen as: "balloon payment", "end-of-lease payout", "guaranteed future value"

The lump sum owing at the end of the lease — the amount you must pay to own the car, or that must be covered by the proceeds of a trade-in or private sale. The ATO sets statutory minimum residual percentages based on lease term and annual kilometres driven.

Annual km2-year3-year4-year5-year
Up to 15,00065.63%52.88%43.75%37.50%
15,001–25,00056.25%46.88%37.50%28.13%
25,001–35,00050.00%40.63%31.25%21.88%
35,001–45,00043.75%34.38%25.00%15.63%
Over 45,00037.50%28.13%18.75%9.38%

These are minimums — providers can set a higher residual (which lowers your monthly payment) or a lower one (which raises monthly payments but reduces the balloon). The residual is always a percentage of the base vehicle price, not the drive-away price.

Residual vs market value

The ATO residual has nothing to do with what the car will actually be worth at lease end. Some vehicles hold value well and are worth more than the residual — you have equity to work with. Others depreciate faster than the ATO schedule — you end up underwater. Check Redbook estimated values for your vehicle at the lease end date before signing. Our end of finance guide covers all your options in detail.

Section 7 — Total cost summary

The total cost figure in a quote is the most important number — and the most commonly presented in a misleading way. Here's what it should include, and how to verify it.

True total cost
Also seen as: "total cost of motoring", "net cost over term", "total outlay"

The correct total cost formula is:

True total cost = (Monthly out-of-pocket × months) + Residual − Estimated exit value
// Monthly out-of-pocket = net sacrifice + ECM (as calculated above)
// Residual = the balloon payment due at lease end
// Exit value = estimated market value at lease end (based on depreciation)
// Example: ($1,980 × 36) + $27,911 − $35,533 = $71,280 + $27,911 − $35,533 = $63,658
The most common misrepresentation

Some quotes present the "cost" as simply the sum of monthly out-of-pocket payments over the term — without adding the residual. A quote might show "$1,980 × 36 = $71,280 total cost" and omit the $27,911 residual that's also due at the end. This makes the deal look dramatically cheaper than it is. Always confirm whether the residual is included in any "total cost" figure.

Sanity-check your quote
Run the same numbers in the Veercal novated calculator
Enter your salary, drive-away price, lease term, and km — Veercal shows every line item using the same ATO formulas. If the quote figure doesn't match, you know which number to question.
Open novated calculator →

Red flags to watch for

Total cost doesn't include the residual
The most common omission. Ask specifically: "Does this total cost include the residual payment?" If not, add the residual to get the real number.
Tax saving calculated using flat marginal rate
At salaries above $135k the sacrifice often crosses tax bracket boundaries, making the flat-rate method overstate the saving. Ask whether they use bracket calculation. Veercal uses the correct bracket method — compare your figures.
Residual based on drive-away price, not base price
The ATO's statutory residual percentages apply to the base vehicle price excluding stamp duty. If the residual in your quote is calculated on the drive-away price, it's overstated — and so is your balloon payment. Check: is the residual % applied to the full drive-away or the base price?
Running costs set suspiciously high
Higher running costs = bigger sacrifice = bigger tax saving in dollar terms — which looks impressive in the quote. But you're budgeting more than you'll spend, and if the surplus handling terms aren't clear, you may not see that money back efficiently. Verify fuel costs against current local prices for your realistic annual km.
Management fee not disclosed
Some providers bury the management fee inside the running costs line without calling it out separately. Ask for a full fee schedule: management fee, fuel card fee (if any), year-end reconciliation fee, and early termination fee structure.
No ECM / post-tax contribution shown (for non-EVs)
If you're leasing a petrol or diesel vehicle and the quote shows no post-tax contribution, it may mean the FBT cost is being absorbed by the employer (sometimes offered as an extra benefit) or it's been rolled into the sacrifice amount without being clearly labelled. Clarify how FBT is handled before signing.
Early termination terms are vague
If you change employers or the arrangement needs to end early, the costs can be significant. Ask specifically: "What is the break cost if I leave my employer in year 1? In year 2?" A transparent provider will give you a clear answer.

Verification checklist

Use this before signing any novated lease agreement.

Verify your quote
Veercal novated calculator — every line item, correct methodology
Finance payment, tax saving (bracket method), FBT/ECM, residual, true total cost with exit value. If your provider's figures don't match, you now know exactly which number to ask about.
Open calculator →
General information only. This guide explains standard novated lease quote structures and is intended for educational purposes only. It does not constitute financial, tax, or legal advice. Actual quote terms, fees, rates, and calculations vary by provider, employer arrangement, and individual circumstances. ATO residual percentages and FBT rates are for FY2025–26. Always verify figures with your provider and consider consulting a licensed financial adviser before committing to a novated lease. Full disclaimer →