End of Financial Year Information

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:

• By phone on 1800 959 989; or
• By email at zurich.enquiries@iasas.com.au

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.

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:

• By phone on 1800 959 989; or
• By email at zurich.enquiries@iasas.com.au

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).

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 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.