• Medicare levy surcharge

    Private rulings and objections

    This page lists the documents and information we usually need to process private rulings and objections.

    Please send the following documents and information with your:

    Disregard the documents and information on this page that you have previously provided.

    Supporting document requirements

    Send the information and documents relevant to the category that applies to you and your family:

    Note: For the Medicare levy surcharge, spouse includes married and de-facto relationships - if you are living separately and apart from your spouse we treat you as not being married.

    If you do not have a spouse and do not have children

    • Are you an Australian resident for income tax purposes
    • Please provide details of your taxable income and reportable fringe benefits for the relevant income year or years
    • Are you covered by an insurance policy that provides private patient hospital cover for the relevant income year or years? If yes
      • who is this policy with
      • what excess applies to this policy
       
    • Are you a prescribed person for Medicare levy surcharge purposes? If yes, provide details

    If you do not have a spouse and have children

    • Are you and your children Australian residents for income tax purposes
    • Provide details of your taxable income and reportable fringe benefits for the relevant income year or years
    • Provide details of your children's ages and whether they are in full-time education at a school, college or university
    • Are you and your children covered by an insurance policy that provides private patient hospital cover for the relevant income year or years? If yes
      • Who is this policy with?
      • What excess applies to this policy?
       

    If you have a spouse and do not have children

    • Are you and your spouse a resident of Australia for income tax purposes
    • Provide details of your and your spouse's taxable incomes and reportable fringe benefits for the relevant income year or years
    • Are you and your spouse covered by an insurance policy that provides private patient hospital cover for the relevant income year or years? If yes
      • Who is this policy with?
      • What excess applies to this policy?
       
    • Are you or your spouse a prescribed person for Medicare levy surcharge purposes? If yes, provide details

    If you have a spouse and have children

    • Are you, your spouse and children residents of Australia for income tax purposes
    • Provide details of your and your spouse's taxable incomes and reportable fringe benefits for the relevant income year or years
    • Provide details of your children's ages and whether they are in full-time education at a school, college or university
    • Are you, your spouse and children covered by an insurance policy that provides private patient hospital cover for the relevant income year or years? If yes
      • Who is this policy with?
      • What excess applies to this policy?
       
    • Are you, your spouse or children prescribed persons for Medicare levy surcharge purposes? If so, provide details

    More information

      Last modified: 20 Mar 2013QC 27189