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Tax time

The below information is for the 2018/2019 financial year. You can still access statements and information for previous years in Online Services.

This is the last year that we’ll send your end-of-financial-year Private Health Insurance Statement directly to you. They’ll still be available within Online Services (or by contacting us) but, if you do your tax online or through an accountant, this information will be pre-filled on your return.

From the 5th of July 2019, login to Online Services to download your 2018/2019 Private Health Insurance Tax Statement.

What do I do with the statement?

If you do your tax online or through an accountant, you don’t have to do anything! We are required to send details of your private health insurance policy off to the ATO where they’ll add it to their system. That way, when you go to do your tax online or through an accountant, your private health insurance rebate details will automatically be uploaded for you.

If you choose to do your tax using a tax pack, you will need your Private Health Insurance Statement to complete this. For help on what sections you’ll need your tax statement for, visit the ATO website.

Regardless of how you complete your tax return, your nib statement is like any other financial record and it’s important to keep it safe.

What does my Private Health Insurance Statement outline?

Your Private Health Insurance Statement outlines:

  • The premiums you have paid to nib during the financial year that are eligible for the Australian Government rebate
  • The amount of rebate you received during the financial year

If you are the policyholder, your statement will outline the details of any other adults who were on your policy at any point during the financial year. These individuals will be listed as "Other adult beneficiaries". If you were covered on someone else's policy (your partner's, for example) your statement will also show their details.

The statement also tells you the number of days you had an appropriate level of Private Patient Hospital cover during the financial year (Refer to label A on the Private Health Insurance Statement). This will help you see if you will have to pay an extra Medicare Levy Surcharge

When will my Private Health Insurance Statement arrive?

We can’t produce your Private Health Insurance Statement for this year until after the financial year ends on the 30th of June.

Statements will be distributed via mail and email from the 5th of July. You will also be able to access your Private Health Insurance Statement via Online Services from this date.

Frequently Asked Questions

Q: How can I get another copy of my Private Health Insurance Statement?

A: You can access a copy of your Private Health Insurance Statement through Online Services.

Q: What do I do if my statement is incorrect?

A: If you think that your statement may contain incorrect or out of date information, please contact us.

Q: What if I didn’t have Hospital cover for the full year?

A: If you did not have an appropriate level of Private Patient Hospital cover throughout the financial year, your Tax Agent will calculate the extra Medicare Levy amount for you.

Q: I received a Lifetime Health Cover Statement as well, what do I do with this?

A: If you had nib hospital cover during the financial year and a Lifetime Health Cover loading was applied to your policy, nib will send you a Lifetime Health Cover (LHC) Annual Statement along with your Private Health Insurance Statement. Your LHC Statement shows the adults covered by nib hospital cover during the statement period, as well as any LHC premium loadings and/or periods of absence (any days without hospital cover) that may apply. This statement is for your information only and no action is required; you may simply like to keep it for your records.

More information

If you have tax related questions about your Private Health Insurance Statement, please contact the Australian Taxation Office on 13 28 61. Or, visit the ATO website for more information.

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