Even if you’re not registered as a BAS agent, as a bookkeeper it’s sensible for you to have Professional Indemnity insurance to cover your bookkeeping activities.

• Protect your assets
• Protect your clients
• Provide insurance protection for the advice you provide
• Project a professional image to your client

* Please note: The appropriate amount of cover for a registered Bookkeeper may be more than what is indicated the minimum requirement.

Taking out Professional Indemnity insurance designed to meet the specific needs of bookkeepers, means you’ll enjoy a level of protection second-to-none. Your policy will include:

• Scope of Cover: Specific Bookkeeping/BAS agent/Tax Agent policy wording, providing cover for claims resulting from of a breach in your professional duty, while conducting your services.
• Persons covered: Cover is provided for the agent, directors, partners and employees; as well as for any work performed by a contractor for which the policyholder is liable.
• Exclusions: Policy does not exclude contractor cover and actually extends cover to the contractor subject to the terms of the policy.
• Excess: This policy has a $500 excess which exceeds the requirements of the TPB (maximum of $1,000).
• Insurance provider: The insurer is an APRA approved insurer.
• Automatic Fidelity Cover: $100,000 sub-limit automatically provided (not included for sole traders)

• Fraud/dishonesty
• Legal/defence costs
• One Automatic reinstatement
• Run-off cover

To arrange a bookkeeper insurance cover, please click the quote button below and complete the quote form. After we’ve received and checked your information, we’ll send you a tax invoice so you can make payment.

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