Managing an existing policy

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.

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.

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.

A private health insurance tax statement provides the Australian Government with a summary of the premiums you have paid in a financial year, and confirms whether or not you held hospital cover during this time (which will help you avoid or minimise the Lifetime Health Cover loading).