Professional Indemnity Insurance for Tax Agents

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

Underwriting Question...

Do you provide services to Publicly Listed Companies or Financial Institutions?
If the answer is "YES", we need a separate proposal form completed and submitted for individual rating.
Accountants Proposal

To Proceed with Quote

To start cover we need your details completed in the form below. No cover is in place until this form has been accepted by the insurer. If you require a "Certificate of Currency" we will also need your full payment or an instalment payment.

If you prefer to talk to a broker first, call 1300-881-779 between 8.15am - 5.15pm EST business days.

Annual Fee Income **




Over $250,000
Please complete this form Accountants Proposal

Public Liability - Level of Cover (optional)

Proceed with Cover...

Visa    MasterCard

Cardholders Name

Credit Card No.

Select Expiration Date:
   

We will email you a receipted tax invoice and "Certificate of Currency".

NOTE: Processing is only done through business hours. Cover is not in place until this form is received and accepted by our office.

Insured Details...

Insured Name:

Trading Name:


ABN No.(if applicable):

Full Address:

Email Address:


Website Address (if applicable):


Telephone No:


Business start date:

Occupation - Tutor


Type of tutoring will be provided? eg. languages


How many students are in a class?
(approx.)

Where are the classes held and how often?

 

Manual Risk Exposure

This policy is not available for occupations that involve a manual risk exposure ie. if you are involved in performing manual labour or the supervision of manual tasks. This would include showing others how to perform manual works eg. how to lift goods.

Does your tutoring involve manual risk exposure?

Yes    No
ie. does your tutoring involve:
  • Manual labour or manual tasks performed by yourself
  • The supervision of manual labour or manual tasks performed by others
  • The responsibility of manual labour or manual tasks performed by others
  • The training of others on how to perform manual tasks

Contractors

Do you employ contractors, sub-contractors?

Yes    No

Professional Indemnity

Do you provide any advice, design or professional service (other than instructions or warnings provided with a product), whether or not you charge for such advice, design or professional service.

Yes    No

If the answer is "Yes", you should apply for Professional Indemnity Insurance.

Do you want us to send you a form for Professional Indemnity Form?

Yes    No

Your History

Have you (or any person receiving cover under this policy) ever:
  • Had insurance cancelled or declined by an Insurer?
  • Had a proposal rejected, renewal refused or claim rejected by an Insurer?
  • Had any special conditions imposed?
  • Suffered a loss whether insured or not (last 5 years only)?
  • Been involved in a company that has declared bankruptcy or became insolvent?
  • Been charged or convicted for any criminal offence?

Yes    No

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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,
  • that no cover is in place until this form is accepted by the insurer

Name of person making this declaration:



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.