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Tax time

To help make tax time a bit easier, we’ve put together some frequently asked questions that members have about their private health insurance tax statements.

Information for the 2021/2022 financial year

The below information is for the 2021/2022 financial year and applicable to all members on an appropriate level of cover. You can access statements and information for previous years by logging in to your Online Member Services.

How do I get my Private Health Insurance Tax Statement information?

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How do I get my Private Health Insurance Tax Statement information?

You can find a copy of your Private Health Insurance Tax Statement for the most recent financial year in Online Member Services. Statements are ready to be viewed by mid-July.

Log in

Why do I need my Private Health Insurance Tax Statement?

You’ll need your statement when completing your tax return to:

Claim government rebate

You may be eligible to claim the Australian Government Rebate on Private Health Insurance. Find out more about your eligibility for the rebate and how to claim.

Make adjustments to claims

Enable the Australian Taxation Office (ATO) to make any adjustments necessary if the amount of rebate you’ve claimed as an up-front reduction doesn’t correspond with the amount of rebate you’re entitled to (which could result in a credit or a liability).

Apply for exemptions

Apply for an exemption from the Medicare Levy Surcharge (MLS) if you and all your dependants held an appropriate level of hospital cover during the year. All eligible GU Health policyholders and their partners who are covered under one of our Complying Health Insurance Products [CHIP] will receive a tax statement each financial year. Family dependants who are covered on your policy will not be displayed on your tax statement.

Claim government rebate

You may be eligible to claim the Australian Government Rebate on Private Health Insurance. Find out more about your eligibility for the rebate and how to claim.

Make adjustments to claims

Enable the Australian Taxation Office (ATO) to make any adjustments necessary if the amount of rebate you’ve claimed as an up-front reduction doesn’t correspond with the amount of rebate you’re entitled to (which could result in a credit or a liability).

Apply for exemptions

Apply for an exemption from the Medicare Levy Surcharge (MLS) if you and all your dependants held an appropriate level of hospital cover during the year. All eligible GU Health policyholders and their partners who are covered under one of our Complying Health Insurance Products [CHIP] will receive a tax statement each financial year. Family dependants who are covered on your policy will not be displayed on your tax statement.

What do I have to do?

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What do I have to do?

If you do your tax online or through an accountant, you don’t need to do anything! We are required to send details of your private health insurance policy off to the ATO, so your private health insurance rebate details will automatically be uploaded for you.

If you choose to lodge a paper tax return, you'll need your Private Health Insurance Statement. For help on what sections you’ll need your statement for, visit the ATO website.

Frequently Asked Questions

We’re here to help

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We’re here to help

For assistance or for more information contact our Member Relations Team by email at [email protected] or call 1800 249 966 between 8.30am - 5pm (AEST), Monday to Friday.

More information

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More information

Visit the ATO website to find out more information on:

  • The Australian Government Rebate

  • Medicare Levy Surcharge

  • Private Health Insurance Statements

Any additional questions you may have about tax can be answered by accessing the resources available through the ATO.

*There are specific rules for calculating income for Australian Government Rebate purposes. For more information visit the Australian Tax Office.