Q: Will I receive a health insurance tax statement?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: I'm a previous customer, will I receive a health insurance tax statement?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: I'm an overseas visitors or overseas student, will I get a tax statement?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: Can I get a tax statement for a previous year?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: Why does Bupa send my tax statement to the ATO?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: What happens if my policy is suspended for financial hardship?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Q: My preference is post, will you mail my statement?

Other adult beneficiaries Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy. Your premiums eligible for Australian Government Rebate This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 1

30 June 2025

Accepted Answer

All tax returns for the financial year 2024/25 are due. If you need to lodge a tax return for this financial year, you’ll need to complete it before this date. If you are not able to meet this timeframe, you are best to contact the ATO directly or speak to your tax accountant.

You can use the do I need to lodge a tax return tool on the ATO website for more information.

Question 2

By 10 July 2025

Accepted Answer

All tax returns for the financial year 2024/25 are due. If you need to lodge a tax return for this financial year, you’ll need to complete it before this date. If you are not able to meet this timeframe, you are best to contact the ATO directly or speak to your tax accountant.

You can use the do I need to lodge a tax return tool on the ATO website for more information.

Question 3

31 October 2025

Accepted Answer

All tax returns for the financial year 2024/25 are due. If you need to lodge a tax return for this financial year, you’ll need to complete it before this date. If you are not able to meet this timeframe, you are best to contact the ATO directly or speak to your tax accountant.

You can use the do I need to lodge a tax return tool on the ATO website for more information.

Question 4

Will I receive a health insurance tax statement?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 5

I'm a previous customer, will I receive a health insurance tax statement?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 6

I'm an overseas visitors or overseas student, will I get a tax statement?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 7

Can I get a tax statement for a previous year?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 8

Why does Bupa send my tax statement to the ATO?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 9

What happens if my policy is suspended for financial hardship?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 10

My preference is post, will you mail my statement?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 11

Can I get notified of when a Bupa tax statement is available online?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 12

Why is my Bupa tax statement not showing?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 13

How long will you have my Bupa tax statement available?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 14

Why does my Bupa tax statement show $0?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Question 15

Why is my Bupa tax statement showing fewer than 365 days?

Accepted Answer

Other adult beneficiaries

Refers to other adults who are insured under your health cover. That’s on the day the premium or amount was received by us, or the parent or guardian of children insured under the health insurance policy, provided the parents are married or de facto at the end of the financial year. Otherwise, this will include the name of the responsible adult for a child only policy.

Your premiums eligible for Australian Government Rebate

This is the cost of your policy that Bupa has received and doesn’t include any rebates or discounts that you may be entitled to. If there is more than one adult beneficiary on your policy this will be split between each of them.

Medicare Levy Surcharge (MLS)

Lifetime Health Cover (LHC) loading

Private health insurance rebate

Age-based discount