Family, Health & Other Section

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This section may look intimidating but it really isn’t. It’s just a few simple yes or no questions. It’s an important section because it notifies the government whether you are due any special tax benefits. So, go through each question and use the help icons if you need.

The Family, Health & Other section contains the following:

  • Medicare Levy Exemption
  • Australian Private Health Insurance
  • Married or Defacto Relationship
  • Dependent Children
  • Offsets
  • Adjustments
  • Tax losses from earlier years
  • Income Tests

It’s big but not so scary, we’ll take you through this section step by step.

Medicare Levy Exemption

Select yes, if you meet one of the two eligibility criteria:

  • You have an Exemption Certificate as part of your visa, or;
  • You part of the Defence Force and receive free medical services.

If you don’t meet any of the above, then select “no”.

See, so far so easy.

Australian Private Health Insurance

Completing this section will require the Annual Statement that your insurer provides.

The essential pieces of information you need from the Annual Statement are:

  • Health Insurer ID – The unique code to identify your insurer
  • Membership Number – The number provided to you by the insurer for your policy
  • Premiums Paid – The dollar value of premiums paid on your share of the policy. If you are named on a policy but didn’t pay for it, you are eligible to claim your portion.
  • Australian Government Rebate – The dollar value that you received by reduced premiums from your insurer represents your private health insurance rebate. Your share will be the amount of reduced premiums received on your policy divided by the number of adults on the policy.
  • Benefit Code – This code applies the right level of rebate in the calculation. If you are under 65, your code will either be 30 or 31. If you are over 65, your code will either be 35, 36, 40 or 41. When you reach this section in the platform it will guide you through this.
  • Other adult beneficiaries – Any other individuals named on this policy e.g. your spouse
  • Number of days with private patient hospital cover – This is the number of days you held the policy that provided an appropriate level of private hospital insurance cover. The Medicare levy surcharge may apply if you and your dependants did not have the appropriate cover for the full year.

 

If there are two rows on your Annual Statement it is because one code represents premiums and rebates before 1 April, and the other row will be for premiums and rebates paid from 1 April.

Married or De-facto Relationship

This is a simple one.

Select yes, if you are:

  • Married, or in a;
  • De-facto relationship i.e. living together under a genuine domestic basis

You will require your spouse’s information to complete this section:

  • Their full name
  • Their date of birth
  • Their approximate taxable income

What if we haven’t been together for the full year?

If you only had a spouse part-year, please include a start and end date

I don’t know my spouse’s income?

It is understandable that this information can be confidential, the ATO accepts a reasonable estimate. So put in an approximation.

Summary

Once you have finished the Family, Health & Other section you can continue to the next section to review your summary page and complete your tax return.

You can find more information about other sections of the tax return here:

  • Personal Details
  • Offsets
  • Adjustments
  • General Questions
  • I’m due a tax refund
  • How do I pay tax?
  • I’m worried that I am doing it wrong

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