This resource is intended to provide general information. While we’ve prepared the information carefully, we can’t guarantee it’s accurate, complete or up to date. And while we may mention services provided by others, we aren’t specifically endorsing them and can’t accept responsibility for them. This information is not intended to constitute tax advice. Please seek tax advice if necessary.
We will provide your tax info directly to the ATO, so there isn't a need to send out the statement for most of our members.
You can log in to your account to request your tax statement from 1 July. Alternatively, these can be requested by calling 134 246 or contacting us via webchat.
Your private health insurance statement gives you information about your private health insurance premiums and private hospital cover. It will also help you complete the Medicare Levy Surcharge related items on your tax return.
The ATO will also calculate your correct entitlement to a private health insurance rebate when you lodge your tax return. Your entitlement to this rebate is income tested, which is based on your income for surcharge purposes.
We’ve created a handy guide to help you understand your tax statement. This guide will also be provided to you by link or enclosed when we send your tax statement.
Please note: If you had health insurance for some part of the financial year but didn’t make any payments between 1 July 2021 and 30 June 2022, this will be reflected in your statement. This may mean your statement does not show any payments.
The premium amounts shown in column J reflect the total base premium before any Australian Government Rebate (AGR) is applied. Column K is the AGR amount applied to those payments. Where you claim the AGR as a premium reduction each time you pay Column J minus Column K will = the exact premiums you paid to ahm.
Where there are 2 adults on the policy, the total premium amount is halved so the amount shown in this case will be half the total paid.
The Medicare Levy Surcharge (MLS) applies to Australian taxpayers who earn over a certain income each year and do not have the appropriate level of private hospital cover for themselves and their dependants for Medicare Levy Surcharge purposes.Find out more about the MLS
The Australian Government Rebate (AGR) on private health insurance is a Government contribution to the cost of private health insurance. Australian residents who have private health insurance, qualify for Medicare and earn below a specified income threshold may be entitled to the AGR.
Find out more about the AGR.
Dependants included on a family policy are not subject to means testing for rebate purposes because they are not considered to have any share in the costs associated with the policy. However, a dependant child on your policy can use a copy of your tax statement if they need to complete the private health insurance policy details section of their tax return.
Log in to your account after 1 July to request your tax statement.
The personal details on your tax statement reflect the details we have in our system and what we have sent to the ATO.
If you have updated your details and the changes aren't showing on your tax statement, give us a call. You can use the self-service option to generate a new tax statement that will show your updated details.