We will be sending the Annual Statements from late July 2024.

The Insurance Premium Summary can be used to complete your 2023-2024 tax return. However, the information contained in this Summary does not constitute tax advice and we recommend you seek independent tax advice specific to your personal circumstances, from a registered accountant/tax agent.

You can login or register here to the customer portal, My Zurich, to access a copy of your 2023-2024 end of financial year document(s).

These document(s) will be available in the customer portal, My Zurich within a few days after we have sent the document to you.

You can login or register here to the customer portal, My Zurich, to obtain a copy of the 2023-2024 financial year document(s) that Zurich has sent you:

After logging in:

• Navigate to the Insurance section, select your policy and look for Documents.
• In the Documents drop down menu, select Correspondence to display the past 12 months of correspondence in relation to the selected policy number.
• Select either:
  • Insurance Premium Summary;
    or
  • Annual Statement 

You will only see the end of financial year documents that are relevant to you.

Remember a copy of your document(s) will be available in My Zurich a few days after we have sent it to you.

While you are in My Zurich you can update your mailing address or any other contact details that might not be correct.

Please note that even if you have notified Zurich of your new mailing address, email address or changed your preference for how you like to receive correspondence regarding your policy, it is possible that we could send your end of financial year document(s) using your old details.

This can happen if you notify us of this change after we have commenced our end of year processing. Remember, you can log into My Zurich to get a copy of your document(s).

Yes, your financial adviser is able to access a copy of any of the documents we send you, by logging in or registering for the adviser portal that Zurich provides for them.

These documents will be available to your financial adviser in our adviser portal a few days after we have sent the document to you.

NOTE: If you are a member of the Zurich Insurance-only Superannuation Plan (ZIOSP), further information is instead 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

Any premium payment that we process after 30 June 2024 will be included in your 2024-2025 end of financial year document(s) and not the 2023-2024 end of financial year document(s).

If you need further information about your 2023-2024 end of financial year document(s) please:

• Contact your financial adviser; or
• Login to My Zurich to see information about your policy, access the self-service functions or take advantage of the many other features; or
• Contact our Customer Care team on 131 551, weekdays 08:30am - 7:00pm AEST (Friday 8:30am - 5:30pm).

If the total premium you paid in the period 1 July 2023 – 30 June 2024 is greater than zero we will send you this Summary, even if your policy is no longer in force at 30 June 2024.

No your policy must be in force at 30 June 2024 for us to send you an Annual Statement for your policy.