Insured Entity
Trading as
Contact Name
Business Address
Suburb
State
Post Code
Phone Number
Email Address
Tax Agent/Accounting Business Description
Covering Civil Liability arising from any act, error or omission in the provision of tax agent & BAS services as defined in the Tax Agent Services Act including Professional activities of Tax Agent/BAS Agent/Bookkeeper & Accounting Services including preparation of accounts and financial statements, data collection and preparation of records for accounts, all BAS data collection and reporting, all GST data collection and reporting, all payroll activities, all credit control work, all cash payments work, preparation & lodgement of Tax returns, all reconciliation work and all reporting work, MYOB, QuickBooks and Similar software programs, Bookkeeping, MYOB and QuickBooks and similar software program Training, Not for Profit & SMSF Audits, Management & Business Consulting Services, ASIC Services and any other activity incidental thereto and/or in which the Insured engages or may become engaged including Sub-Contractors whilst working for the Insured subject to all sub-contractors being qualified bookkeepers and under supervision of the Insured
The following activities are excluded and cannot be included:
Audit - Public Listed Companies
Audit - Financial Institutions (including Public Super Funds)
Investment Advice
Receivership/Liquidations/Insolvancies/Bankruptcy
Financial Planning/Investment Advice (will be excluded)
Business Valuations
Mergers & Acquisitions
Insurance Advice/Agency Activities
Have you had any previous claims or notifications?
Please Select
No, please proceed to the next question
Yes, please contact 1300 935 758 before proceeding
Is this Proposer aware, after enquiry of any Circumstance(s) or incident(s), which may give rise to a Claim?. If YES, please provide further details
(further details)
Professional Indemnity Cover Required (these are standard premiums for turnover up to $200,000)
Select Cover
Option A $250k Professional Indemnity $280
Option B $500K Professional Indemnity $425
Option C $1m Professional Indemnity $615
Option D $2m Professional Indemnity $765
Is Public Liability Insurance required?
Please Select
$10m Public Liability $180
$20m Publick Liability $230
No Thanks
Do you belong to an association?
Please Select
Yes
No
If yes, Please advise association name
Please Note: A loading may apply to meet the insurance requirements of your association.
Cover Required From
Cover cannot be accepted if date is before today
Estimated turnover current financial year
Please Select
less than $200,000
$200,000 - $250,000 - a loading will apply
$250,001 - $300,000 - a loading will apply
$300,001 - $350,000 - a loading will apply
$350,001 - $500,000 - a loading will apply
over $500,000 - proposal form required prior to acceptance
Standard premiums apply up to turnover of $200,000
I have read and understood the Duty of Disclosure and I have made all appropriate enquiries with those parties proposing to be Insured by this Policy. (please tick)
Please enter security code below and click submit.
