Professional Indemnity Insurance for Tax Agents

This policy has been specifically designed to meet the new requirements, with the following additional benefits: QBE Tax Agents PI Policy Wording - Click here

To Proceed with Cover...

Please complete the form below. No cover is in place until this form has been accepted by the insurer.

If you would prefer to talk to a broker first, 1300 881 779  between 8.15am and 5.15pm E.S.T. business days.

 

Professional Indemnity - Select the required cover...

Annual Fee
Income 		Cover
$250,000 		Cover
$500,000 		Cover
$1,000,000
< $75,000 $385.00  $600.00  $968.00
$75k - $120k  $600.00  $968.00
$120k - $250k  $710.00  $990.00
Over $250k

 "click here"

 

Public Liability - Please select if required cover

Limit of Indemnity
$10,000,000
 Premium $280.00
Limit of Indemnity
$20,000,000
 Premium $363.00

   

When do you want cover to start?:

   

Do you provide any services to Publicly Listed Companies, or Financial Institutions?
Yes    No

If you answered "Yes", please give details:

   

Insured Name:
Trading Name:
ABN No.(if applicable):
Address:
Town/Suburb:
  Postcode

Email Address:

Telephone No:

 

Professional Duties...

Please provide a percentage breakdown of Your business activities:
Percentage (must add up to 100%)
Tax Agents

%
Other Activities %
If other, please provide full details:

 

Underwriting questions...

Gross Fees last 12 months
Australia

Elsewhere

.
Estimated Fees next 12 months
Australia
Elsewhere

Insured's History...

Has any Claim been made, or has any civil liability been alleged in the last ten (10) years against the business or any of their predecessors in business or any prior practice of any of their present or former Partners, Principals or Directors, or have circumstances been notified to insurers that might give rise to a claim
Yes    No

Are there any circumstances not already notified to Insurers which may give rise to a Claim against any applicant?
Yes    No

 

Have you (or any person receiving cover under this policy) ever:
  • been refused this type of insurance or had similar insurance cancelled, or had an application of renewal declined, or had special terms imposed?
  • been subject to disciplinary proceedings for professional misconduct?
  • been declared bankrupt?
  • been the subject of administration proceedings?
  • been convicted of any criminal offence (other than minor traffic convictions)?

Yes    No


Type the above number:



Declaration...

By submitting this Declaration, the Applicant acknowledges:

  • they are authorised by each of the other Applicants to make this Declaration,
  • the contents of the Declaration are true and complete,
  • they are under a continuing obligation to immediately inform QBE of any change in the particulars or statements contained in this Declaration or in the accompanying documents up until the contract is entered into,

Name of person making this declaration:

 

Proceeding with cover...

Send through payment now and a receipted tax invoice and "Certificate of Currency" will be emailed to you on the next business day after cover has been confirmed.

Complete your payment details below and hit Submit.

Please select type of card
Visa    MasterCard
Credit Card No. (No gaps):

Expiry Date:
Cardholders Name
Amount Payable - Refer table above

 

 

Duty of Disclosure: What you must tell us
Under the Insurance Contracts Act 1984 (the Act), you have a Duty of Disclosure. You are required before you enter into, renew, vary, extend or reinstate your Policy, to tell us everything you know and that a reasonable person in the circumstances could be expected to know, is a matter that is relevant to our decision whether to insure you, and anyone else to be insured under the Policy, and if so, on what terms.
  • You do not have to tell us about any matter
  • that diminishes the risk
  • that is of common knowledge
  • that we know or should know in the ordinary course of our business as an insurer, or
  • which we indicate we do not want to know.
  • If you do not tell us
If you do not comply with your Duty of Disclosure we may reduce or refuse to pay a claim or cancel your Policy. If your non-disclosure is fraudulent we may treat this Policy as never having worked.

Claims Made Policy
This declaration is for a “claims made and notified" Policy of insurance. This means that the Policy covers you for claims made against you and notified to the insurer during the period of cover. This Policy does not provide cover in relation to:

  • claims made after the expiry of the period of cover even though the event giving rise to the claim may have occurred during the period of cover;
  • claims notified or arising out of facts or circumstances notified (or which ought reasonably to have been notified) under any previous Policy;
  • claims made, threatened or intimated against you prior to the commencement of the period of cover;
  • facts or circumstances of which you first became aware prior to the period of cover, and which you knew or ought reasonably to have known had the potential to give rise to a claim under this Policy;
  • claims arising out of circumstances noted on the Proposal form for the current period of cover or on any previous Proposal form.
Where you give notice in writing to the insurer or any facts that might give rise to a claim against you as soon as reasonably practicable after you become aware of those facts but before the expire of the period of cover, you may have rights under Section 40(3) of the Insurance Contracts Act 1984 to be indemnified in respect of any claim subsequently made against you arising from those facts notwithstanding that the claim is made after the expiry of the period of cover. Any such rights arise under the legislation only. The terms of the Policy and the effect of the Policy is that you are not covered for claims made against you after the expiry of the period of cover.