QIM's Self-Administered Health Plan Kits

What We Offer:

We provide planning expertise that will assist you in setting up a compliant and easy-to-use Private Health Service Plan.

​

  • Arrangement of a health plan that includes terms and conditions relevant to your situation.

  • Assistance in the enrolment and bookkeeping with relevant government programs.

  •  A training session for your bookkeeper, once the plan documents are prepared, to review the program and to orient self-administration. We assume this session is done in our offices.

  •  Support by telephone for the year following the establishment of the plan to assist you in plan management.

  •  A plan review after the first plan year to see how the administration is being done and to offer advice if required.

  •  Simple forms for you to use (paper or electronic) to administer the health plan. The administration system will be easy to follow while creating a paper trail that supports the tax position of the plan.

  •  Sample employee communication material to assist you in disseminating the plan details to all eligible employees.

  •   Tax research on health plans, to assist you in evaluating your tax position and the tax fundamentals of a health plan.

Return to PHSP

Health Plans Should Be Simple and Cost Efficient

Let's Talk About What a PHSP Could Mean for Your Business

Contact Anya

NO ON-GOING FEES

We charge a one-time fee based on the number of staff-members who will be eligible for the program at the time of Plan Set Up. Currently, the fees start at $750+gst for companies with 1-2 employees. There are no ongoing admin fees or annual filing fees. We do not charge for our plan review at the end of your first plan year.