EOFY Information

Customer ServicesArticle27 June 2025

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When will the end of financial year documents be available to my clients?

We expect to begin sending your clients the following documents from mid July:

  • An Insurance Premium Summary for your Zurich clients with an Income Protection policy (*) where the total premium paid during the financial year is greater than zero.
  • Annual Statements for your clients with lump sum policies held in super (*) where the policy is still in force at 30 June.

(*) Excludes policies held in the Zurich Insurance-only Superannuation Plan (ZIOSP). The administrator of this Plan will send your clients:

  • An Annual Member Statement if the policy is still in force at 30 June – sent late August. 
  • A ‘Notice of intent to claim a tax deduction for personal super contributions’ form (Section 290-170 Notice) if your client has made personal contributions during the financial year and their policy is still in force at 30 June – sent from late July.

    The trustee will send an Acknowledgement letter the next day after receiving a completed section 290-170 notice.

    This form is also available from the ATO website at: https://www.ato.gov.au/forms-and-instructions

    It is important to remember that one of the eligibility criteria required by the ATO is that there must be an active membership in the Plan at the time we receive the completed notice. If a member has left the Plan (e.g. through cancellation of the policy) we are unfortunately unable to action the notice. Please keep this in mind when considering changes to your client’s membership, and ensure notices are submitted prior to the closure of membership.

Further information is available by contacting the super trustee via Insurance & Superannuation Administration Services Pty Ltd:

Will I receive a copy of my clients’ Zurich end of financial year documents?

A copy of these documents will be available in the Policy Correspondence section of The Adviser Portal at the same time as we send them to your clients. You can login or register for the portal here.

How can my client request a further copy of their Zurich end of financial year documents?

Your client can login or register for My Zurich to retrieve a copy of their end of financial year documents. They will be available in the customer portal at the same time as we send them to your clients.

Further information on My Zurich can be found at zurich.com.au/changes-to-your-insurance. Please encourage your clients to register for My Zurich if they have not done so already so they can benefit from the many features the portal provides for them.

Alternatively, you can login or register for The Adviser Portal to obtain a copy for your client.

Please note: Copies of documents issued to members of the Zurich Insurance-only Superannuation Plan will instead be available by contacting the trustee via Insurance & Superannuation Administration Services Pty Ltd:

Will all my Zurich retail super clients be sent an Annual Statement for the financial year?

Yes for those of your clients whose policy was in force at 30 June.

This includes those of your clients where no contributions have been made to their policy during the period 1 July to 30 June inclusive (e.g. the policy has been on full premium waiver for the duration of this period).

If the premium on my client’s policy is due on or before 30 June but they don’t pay the premium until after 30 June, will the premium still be included in their end of financial year document(s) Zurich sends them?

Any premium payment that we process after 30 June of the Financial Year will be included in your client’s next end of financial year document(s) and not the current end of financial year documents.

If my client has queries regarding their financial year end documents, who should they contact?

If your clients have any questions or require further information regarding these documents, they can contact Customer Care on 131 551, weekdays 8:30am - 7:00pm AEST (Friday 8:30am - 5:30pm).

Members of the Zurich Insurance-only Superannuation Plan can contact the trustee using the details shown above.

Further information

If you have any questions or require further information regarding the end of financial year documents for your clients, your Business Development Manager is here to support you. However, if you do not have a BDM, you can access contact details here.