What is a Private Health Insurance Statement?

A Private Health Insurance Statement is a document you may need to complete your tax return.

It is different from a Private Health Information Statement (PHIS), which contains information about your Hospital Cover or Extras Cover and Private Health Insurance premiums. 

The Private Health Insurance Statement helps you complete the section of the tax return that determines whether you have to pay the Medicare Levy Surcharge.

If you lodge your tax return through myTax or use a registered tax agent, your health insurance details should be pre-filled. This means you do not need to lodge your Private Health Insurance Statement.

If your insurance details are not pre-filled or you lodge a paper tax return, you need to include the details from the Private Health Insurance Statement provided by your insurer.

Remember, your Private Health Insurance Statement is used to determine whether you pay the Medicare Levy Surcharge.