Tax Agents / Accountants Professional Indemnity

Premium

Option

Cover

  Tax Agent Brochure
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$280

A $250k - Professional Indemnity  

$425

B $500k - Professional Indemnity  

$615

C $1m - Professional Indemnity  

$765

D $2m - Professional Indemnity  

NOTE: The premium quote is for businesses with annual revenue up to $200,000.
The premium is inclusive of all statuatory charges and administraion fees.
 

Tax Agents / Accountants Public Liability

Premium

Cover

NOTE: The premium quote is for businesses with annual revenue up to $200,000. The premium is inclusive of all statuatory charges and administraion fees.

$150

$10m Public Liability

$190

$20m Public Liability
         

The Insured

The Agent including Directors, Partners, Employees and Sub Contractors whilst working for and behalf of the Insured Entity.

 

Coverage - Meets Tax Practitioners Board requirements

BUSINESS DESCRIPTION

Tax Agents / BAS Agents 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 Accountants /Tax Agents /BAS Agents and Bookkeepers including Accounting Services, accounts 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, use of all accounting programs including associated training, training, Not for Profit Audits, SMSF Audits, Trust Fund Audits and Pty Ltd Company Audits, Management & Business Consulting, SMSF Administration and setup, ASIC Services, Limited Financial Services License activities 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.

 

Coverage for the following activities is excluded:

  • - Public Listed Companies / any work of any nature provided

  • - Any advice or service given by the insured or on the insured’s behalf in respect to:

    1. a) corporate advisory services including mergers, acquisitions, consolidations or similar transactions; or

    2. b) insolvency, administration or receiverships; or

    3. c) business valuations; or

    4. d) due diligence activities; or

    5. e) debt finance; or

    6. f) capital financing; or

    7. g) equity for control exchange or debt or equity exchange; or

    8. h) insurance; or

    9. i) mortgage broking; or

    10. j) migration services; or

    11. k) information technology consulting other than training services in relation to MYOB or similar accounting software; or

    12. l) audit work except where the service is provided to not for profit organisations or self-managed superannuation funds; or

    13. m) Any initial public offering, private placement memorandum, prospectus or any other offering materials which contain or purport to contain tax advantages or deductions or are sold or offered either wholly or in part as a tax shelter, tax haven or tax avoidance investment or scheme.

 

 

Professional Indemnity Extensions

- Insurer - Lloyds of London
- Fidelity $100,000
- Continuous Cover included
- Loss of Documents included
- 5 Automatic Reinstatements
- Fraud & Dishonesty included
- Unlimited Retroactive Cover
- Legal and defence costs in addition to the limit

- Official Investigation Costs $100,000

- Free 3 Year Run Off Cover

- Excess $500 costs inclusive

 

 

Insurer Policy Wording

This product is supplied by ASR Underwriting Agencies Pty Ltd AFSL 291522 Underwritten by Certain Underwriters at Lloyd's.


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