You no longer need a copy of your Tax Statement – so there is nothing you need to do!
Due to government updates requiring health funds to report directly to the ATO, you no longer require a hard copy of your Tax Statement; we lodge the details required for taxation purposes directly with the Australian Taxation Office (ATO), making it quicker and easier to complete your Tax Return.
Your Private Health Tax Statement will be automatically lodged with the ATO by 3 July.
Your private health insurance details will pre-populate in your online MyTax portal so you (or your accountant) will be able to complete your Tax Return online sooner.
If for some reason you need to access a copy of your Private Health Insurance Statement, these will be available via Online Member Services (OMS) for you to download by 3 July.
If you need help understanding your Tax Statement, we’ve put together some of the most commonly asked questions – click here.
You can also view and update your membership details, including how you receive your membership communications through OMS. Log in or Register for Online Member Services now using your Membership number.
Still need help?
As always, if you have any questions about your Phoenix Health membership, reach out to the Phoenix Health Team, we’re happy to help.
The Phoenix Health Team cannot give any advice to you regarding your personal tax circumstance, so you should direct any tax enquiries directly to your accountant, or to the Australian Tax Office.