• Income protection policy receipts

    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

    • Are you an Australian resident for income tax purposes?
    • Is the payment being made from an Australian source? If not, provide details
    • On what date did the payments commence?
    • If the payment is a lump sum, provide the date or anticipated date of payment?
    • Why is the payment being made (for example, under what terms of the insurance policy are the payments being made)?
    • How often are the payments made?
    • What is the purpose of the payment (for example, is the payment made as a source of income support)?
    • Provide a copy of the policy under which the payments are being made
      Last modified: 21 Jan 2013QC 18991