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Tax and rebates for health insurance

Find out how the Australian Government makes private health insurance more affordable.

If you’d like a copy of your tax statement for your records, from 3 July you’ll be able to download it by logging into myHBF or request it by calling us on 133 423.

When you log into myHBF you can download your tax statement using the following steps:

  • Navigate to the drop-down arrow next to your name in top right-hand corner
  • Select ‘Request a document’
  • Select ‘Tax statement’ in the document type section
  • Select the relevant financial year
  • Select ‘Create tax statement’

Once you have requested or downloaded a copy of your tax statement via myHBF, you can also access it at your convenience through the HBF App:

  • Select 'Cover' from the navigation bar at the bottom of the screen
  • Select 'View my documents'
  • Select 'Tax' from the drop-down menu

Please note that you will only be able to download the 2024/2025 tax statement from 3 July 2025.

We will send your tax statement information directly to the Australian Taxation Office (ATO). We will not be sending you a tax statement.

This is due to changes made by the Australian Government to make health insurance simpler. The changes made on 1 July 2019 mean you no longer need your tax statement to submit your tax return if you’re lodging it online or through a registered tax agent.

We will send your tax statement information directly to the ATO by 15 July. Your tax return will not show this information until after this date. If you wish to lodge your tax statement prior to 15 July, you will need to manually enter your private health information.

If you lodge your tax return online through myTax or through a registered tax agent, your health insurance information should be pre-filled in your tax return. We will send the most up-to-date information to the ATO. You will need to check the pre-filled information and click to accept it.

If you believe the pre-filled health insurance information is incorrect or if you submit a paper tax return, from 3 July you’ll be able to download a copy of your tax statement by logging into myHBF or request it by calling us on 133 423.

The easiest way to update your rebate tier is by using the HBF App. Just open the app and select ‘Edit personal details’ from the home screen. You can also log into myHBF, and in the ‘My Details' menu click on ‘My rebate details’. Alternatively, you can call us, email us at memberservices@hbf.com.au, or visit your local branch and we will be able to help you out.
Yes, the process is still the same as if you received a printed copy of your tax statement. The only difference is that we will send your tax statement information directly to the ATO.

If you need assistance with your tax return, please contact the ATO on 13 28 61 or visit the myTax website.

Yes, you can download a copy of your claims history statement by logging into myHBF or by calling us on 133 423.

When you log into myHBF you can download your claims history statement using the following steps:

  • Navigate to the drop-down arrow next to your name in the top right-hand corner
  • Select ‘Request a document’
  • Select ‘Claims history’ in the document type section
  • Select the member name and the relevant date range
  • Select ‘Create document’

After you have requested or downloaded a claims history statement via myHBF, you can also access it at your convenience through the HBF App:

  • Select ‘Profile’ from the nav bar at the bottom of the screen
  • Select ‘View documents’ for all claims-related documents