About your Private Health Insurance Tax Statement

We automatically send your tax statement information directly to the Australian Taxation Office

If you lodge your tax return online using myTax through myGov or a registered tax agent, you don't need a copy of your tax statement. We share your tax statement information with the Australian Taxation Office (ATO) and it will be pre-populated in your tax return.

If you'd still like a copy, you can view or download your tax statement securely from Online Member Services and our Health App from 24 July 2024.

Online

Step one

Log into Online Member Services

Step two

Click the 'Inbox' tab on the side menu.

Step three

Click on your tax statement for the financial year to view the document or select download.

On the Health App

Step one

Log into the Australian Unity Health app

Step two

Click the 'Documents' icon on the home screen and select your tax statement for the financial year to view the document.

Step three

Download a copy onto your mobile device.

Changes to Tax Statement requirements for health funds

Under Australian Government changes, health funds are no longer required to automatically provide members with an annual tax statement. If you lodge your tax return online with myTax or a registered tax agent, your health insurance tax information should automatically be populated in your tax return by late July. You won’t need to enter this information yourself.

Important changes to Rebate Income Thresholds effective 1 July 2024

The Australian Government rebate helps to make private health insurance more affordable by reducing the amount you need to pay for your health insurance premiums. The rebate is income-tested and applies to both hospital and extras cover.

If you’re single and earning $151,000 or less, or a couple or family earning $302,000 or less, you may be eligible to receive a rebate on your private health insurance.

The Australian Government sets the rebate levels and income thresholds which are reviewed yearly.

The rebate percentage is adjusted on 1 April each year. Australian Unity will notify members of any changes to premiums due to the rebate percentage changes.
The income thresholds are usually adjusted on 1 July each year. It is your responsibility to be aware of these changes. If you are affected by rebate income threshold changes, you will need to update your rebate tier via Online Member Services, or by completing a Rebate Application form.

For more information on these changes, visit PrivateHealth.gov.au.

Government Rebate changes

Current

View Rebate tables as they apply from 1 April 2025

View rebates

Australian Government rebate levels by age

The following table shows the levels as they apply from 1 April 2025.

Singles Rebate by age
Rebate Tier	Earning	Less than 65 years	65-69 years	70+ years
Base Tier	$97,000 or less	24.288%	28.337%	32.385%
Tier 1	$97,001 - $113,000	16.192%	20.240%	24.288%
Tier 2	$113,001 - $151,000	8.095%	12.143%	16.192%
Tier 3	$151,001 or over	0%	0%	0%

Couples and Families by Age
Rebate Tier	Earning	Less than 65 years	65-69 years	70+ years
Base Tier	$194,000 or less	24.288%	28.337%	32.385%
Tier 1	$194,001 - $226,000	16.192%	20.240%	24.288%
Tier 2	$226,001 - $302,000	8.095%	12.143%	16.192%
Tier 3	$302,001 or over	0%	0%	0%

Single parents and couples (including de facto couples) are subject to family tiers. If you have dependent children, your income threshold for the rebate increases by $1,500 for each child after the first. To determine whether your child is a dependent for tax purposes or if you want more information about the rebate, please contact your registered tax agent or visit the ATO website.

Australian Government rebate levels by age

The following table shows the levels as they apply till 31 March 2025.

Singles Rebate by age
Rebate Tier	Earning	Less than 65 years	65-69 years	70+ years
Base Tier	$97,000 or less	24.608%	28.710%	32.812%
Tier 1	$97,001 - $113,000	16.405%	20.507%	24.608%
Tier 2	$113,001 - $151,000	8.202%	12.303%	16.405%
Tier 3	$151,001 or over	0%	0%	0%

Couples and Families by Age
Rebate Tier	Earning	Less than 65 years	65-69 years	70+ years
Base Tier	$194,000 or less	24.608%	28.710%	32.812%
Tier 1	$194,001 - $226,000	16.405%	20.507%	24.608%
Tier 2	$226,001 - $302,000	8.202%	12.303%	16.405%
Tier 3	$302,001 or over	0%	0%	0%

Single parents and couples (including de facto couples) are subject to family tiers. If you have dependent children, your income threshold for the rebate increases by $1,500 for each child after the first. To determine whether your child is a dependent for tax purposes or if you want more information about the rebate, please contact your registered tax agent or visit the ATO website.

Need help understanding your tax statement?

As a health insurer, we’re not qualified to offer you tax advice. But we can suggest some useful places to look:

Check out the How to read your 2024 Private Health Insurance Tax Statement guide.
Visit the ATO website for more specific tax-related information.
Contact your registered tax agent if you have tax-related questions specific to your situation

Are you in Australia on a worker or visitor visa?

Please note that our Overseas Visitors Covers are not appropriate private patient hospital covers to avoid the Medicare Levy Surcharge for tax purposes. Therefore, you will not receive a tax statement for your OVC hospital cover.

If you earn money in Australia, you may need to pay tax and lodge a tax return. To find out more about whether you need to lodge a tax return, visit the Australian Tax office website for further details.

You can get a summary of the health insurance premiums and GST you've paid during the tax year by calling us on 13 29 39.

Frequently Asked Questions

Will I receive a tax statement?

Your tax statement information is sent directly to the ATO and made available for you to view or download securely via Online Member Services and our Health App if:

You paid a premium towards your health cover from 1 July 2023 to 30 June 2024.
All adults on your policy were covered during the financial year.
You held Extras Cover with your Overseas Visitors Cover

Where can I access a tax statement for a previous year?

These are available for you to view or download securely via Online Member Services and our Health App.

Why is my tax information sent to the ATO?

We are legally required to send tax statement information to the ATO for all our eligible members.

I'm no longer with Australian Unity Health, will I receive a tax statement?

Your tax statement information will be sent directly to the ATO if:

You paid a premium towards your health cover from 1 July 2023 to 30 June 2024.
You had a private health cover with Australian Unity Health during the financial year.

However, if you'd still like a copy, contact us to request a copy to be sent to you.

My communication preference is Mail, will you send my tax statement via post?

No, we're no longer required to provide members with an annual tax statement as we send your tax statement information directly to the ATO.

If you would like to obtain a copy of your tax statement, you can view or download securely via Online Member Services and our Health App, or contact us to request a copy to be sent out to you.

What is an amended tax statement?

In addition to your annual tax statement, you may also receive an amended tax statement during the year.

When a change is made to your cover that applies to a previous financial year, amended tax statement information will be sent to the ATO. If the change affects any of the information required by the ATO such as the eligible premiums, rebate received or the people covered on your membership (excluding dependants), we'll send the amended tax statement information to the ATO and make a copy available for you to view or download securely via Online Member Services and our Health App.

When do I need to lodge my tax return?

Most people need to lodge a tax return or a non-lodgment advice before 31 October each year.

If you're unsure if you need to lodge a tax return, use the do I need to lodge a tax return tool on the ATO website for more information or contact your registered tax agent.

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About your Private Health Insurance Tax Statement

We automatically send your tax statement information directly to the Australian Taxation Office

How to view and download your tax statement

Online

Step one

Step two

Step three

On the Health App

Step one

Step two

Step three

Manage your health insurance with ease

The Australian Unity mobile app makes it a breeze to manage your health insurance.

Changes to Tax Statement requirements for health funds

Important changes to Rebate Income Thresholds effective 1 July 2024

Government Rebate changes

Previous

Current

Australian Government rebate levels by age

Australian Government rebate levels by age

Need help understanding your tax statement?

Are you in Australia on a worker or visitor visa?

Frequently Asked Questions

Will I receive a tax statement?

Where can I access a tax statement for a previous year?

Why is my tax information sent to the ATO?

I'm no longer with Australian Unity Health, will I receive a tax statement?

My communication preference is Mail, will you send my tax statement via post?

What is an amended tax statement?

When do I need to lodge my tax return?

We're here for you

Online enquiry

Prefer to talk?

FAQs