TAX TIME SORTED

Making tax time less taxing

Your Private Health Insurance Tax Statement will be ready from 7 July 2020 to help you complete your tax return.

Where to find your tax statement

This year we'll send your tax statement directly to the Australian Taxation Office (ATO). You’ll find it sitting in the myTax portal or with your registered tax agent, meaning less paperwork for you.

If you want a copy for your records, you can:

Learn more in our tax FAQs

Making sense of your tax statement

To make tax time simpler, it’s now even easier to read and use your tax statement.

The important points to look for are:

  • the premiums you paid in the 2019–20 financial year
  • your part of any Australian Government rebate on your premium
  • the adults covered by the policy
  • the number of days you had the right private hospital cover (if it’s less than 366 you may need to pay the Medicare Levy Surcharge).
How to use your tax statement

Got another question?

If you’re having trouble downloading your tax statement, or have a question, call us on 13 13 34 (Mon–Fri: 8am–8pm, Sat–Sun: 9am–5pm AEST/AEDT). Or you can email us through our Contact Us page.

You could also call the ATO’s Personal Infoline on 13 28 61, visit the ATO website or speak to your registered tax agent or accountant.

EXTRA INFORMATION

You might find other important information in the email or letter we send you, like who’s covered on your policy. But keep in mind, you won’t need this to complete your tax return – it’s only for your records.

You’ll also find your Annual Policy Summary in our My Membership app or online member services.

What’s an Annual Policy Summary?
This shows who’s covered on your policy, your level of cover, premium and the benefits we’ve paid for your healthcare during the year. The summary will also include your Lifetime Health Cover (LHC) Statement if you have a Lifetime Health Cover loading. Find out more about Lifetime Health Cover.

learn more

MANAGE YOUR COVER ON THE GO

It’s quick to check or update your details, control how you hear from us, make a claim and more when you download the My Membership app.

USING YOUR MEMBERSHIP

Our member guide has everything you need to know about using your cover like understanding gaps, waiting periods and our HCF Thank You rewards program.

#1 in trust

When it comes to health, you can count on us. We were voted Australia's most-trusted health fund by Roy Morgan Net Trust survey the last 2 years running.

TAX FAQs

Get answers to questions about your Private Health Insurance Tax Statement.