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Bookkeeper Insurance

Professional Indemnity insurance cover for your bookkeeping activities.
Bookkeeper Insurance

Get a bookkeeping insurance quote.

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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

Bookkeeping Insurance Pricing and Cover options

Cover Options Turnover Cover Limit Cost
1 Up to $75,000 $250,000 cover inclusive of legal and defence costs $300
2 $75,001 – $150,000 $500,000 cover inclusive of legal and defence costs $400
3 $150,001 – $250,000 $500,000 cover inclusive of legal and defence costs $580
4 $250,001 – $500,000 $500,000 cover inclusive of legal and defence costs $650

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

Ensure your peace of mind with a Bookkeeper insurance policy

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)

Your insurance policy also provides automatic cover for the following:

  • 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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