Specialist Insurance

Bookkeepers & BAS Agents PI Insurance

As a Bookkeeper, Tax Agent or Accountant, you face a unique set of risks.

How we can help

Whether you’re a large organisation or one-man-band, we’ll understand the risks you face, and help tailor a Professional Indemnity insurance solution that suits the needs of your business.

We can advise you in the following areas:

Professional indemnity
Limit of indemnity
Fidelity cover
Run-off cover
Cost exclusive limits
Vicarious liability cover
Protection against loss of money caused by theft, fraud or dishonest activity of employees
Cover for claims arising from your contractors’ or subcontractors’ errors or omissions
Cover for claims after you’ve retired or left the profession
Protection for legal costs and claims for damages to third parties arising from an act, omission or breach of professional duty

We’ll also explain what is and isn’t covered under your proposed policy.

Get a Quote

We can help with any matter relating to insurance, from choosing a policy to making a claim.

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Coffs Harbour wooden Jetty located on the East Coast of Australia, Aviso Insurance office just down the road.

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General Advice Disclaimer

This information does not take into account the objectives, financial situation of needs of any person. Before making a decision, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. You should obtain and consider the relevant product disclosure statement and Financial Services Guide from Coastwise Insurance Solutions before making any decision to purchase a financial product.

Code of Practice

We subscribe to and are bound by the Insurance Brokers Code of Practice, a full copy of which is available from the National Insurance Brokers Association (NIBA) website.

Coastwise Insurance Solutions Pty Ltd ABN: 58 612 752 002 is an Authorised Representative of Resilium Insurance Broking Pty Ltd ABN 92 169 975 973 AFSL No 460382