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Combined Professional Indemnity and General Liability Insurance for
Bookkeeping Professionals (Including BAS Agents)

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Professional Indemnity Limit?
AUD
Public Liability Limit?
AUD
What State do you trade in?


Fee income from last complete financial year or if this application relates to a new venture, please state your anticipated fee income for the first year of trading?
Do you provide, or have you ever provided services under either an Australian Financial Services Licence or Australian Credit Licence (whether in your own capacity or as an authorised representative)?
Do you issue, or have you ever issued any audit or financial statement opinion?
Do you advise on or provide services in relation to, or have you ever advised on or provided services in relation to:
  • a. any merger or acquisition transaction?
  • b. any bankruptcy/insolvency or any form of legal administration work?
  • c. corporate finance?
  • d. restructuring businesses (including share sales) or restructuring any other legal structures (e.g. trust, charities, and incorporated societies)?
Do you issue or have you ever issued any form of written business valuation?
Do you provide, or have you ever provided tax advice (not including bookkeeping services or the preparation and submission of tax returns for individuals, businesses, and other structures)?
Do you provide, or have you ever provided any other services which would not be considered to fall within the ordinary scope of services of a bookkeeper or BAS Agent?
Do you hire Contractors or Subcontractors?


IMPORTANT INSURANCE NOTICE

All Contractors, Labour Hire & Sub-Contractors must maintain their own insurance coverage. They will NOT be covered under this insurance policy.

AUZi® provides Professional Liability Insurance designed for Bookkeepers. Our policy gives you essential protection against claims of financial loss, errors, omissions, or professional negligence that may occur while delivering your services to clients


✔ AUZi® Insurance packages give you the peace of mind that you're covered so you can get on with your work.


Read more about Bookkeepers Professional Liability Insurance
Summary of Cover

Find out what's covered and what's not including your Excess Payable at a glance .

Policy Wording

The fine print detailing everything you should know about this insurance (PDF).

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1300 939 698

Why choose us?

  • ✔ We give you great rates
  • ✔Quotes instantly, buy in minutes
  • ✔Customer satisfaction assured
  • ✔ Instance Certificate downloads
  • ✔ 30 years’ insurance experience
  • ✔ 24/7 personalised advice
  • ✔ Renew online easily
  • ✔ Choice of cover limits
  • ✔ 'A' rated insurer
  • ✔ Australian owned and operated