Accountants
Advice Line
1300 464 989
1
2
3
4
5
6
Accountants
Advice Line
1300 464 989
1
2
3
4
5
6
Business Details
Income Details
Total Annual Income
$
Employee Numbers
Do you employ staff (excluding yourself)?
Yes
No
Please state the total number of staff including yourself:
Business Activity Analysis
Total must be 100%:
Accounts Preparation, Bookkeeping & Management Accounting
%
Forensic Accounting
%
Taxation
%
IT Consultancy
%
Audit Publicly Listed Companies
%
Insolvencies/Liquidations/Receiverships
%
Audit Financial Institutions
%
Management Consultancy (excluding M&A)
%
Audit Not For Profits/Charities
%
Corporate Advisory - Publicly Listed Companies
%
Audit Private Companies
%
Corporate Advisory - Financial Institutions
%
Audit Self Managed Super Funds
%
Migration Services
%
Business Valuations
%
SMSF Administration (no financial advice)
%
Company Secretarial/Registrar Services
%
SMSF Advice under a Limited AFSL
%
Financial Planning/Investment Advice
%
Executorships/Trusteeships
%
Mortgage/Finance Broking
%
NDIS Plan Management (Accounting services only)
%
Yes
No
In the past have you performed any other accounting activities not declared above for which you require cover?
Please provide details of other activities:
Have you continuously held Professional Indemnity Insurance covering these activities?
In respect of Total Annual Income, please provide a breakdown by State:
Total must be 100%:
NSW
ACT
QLD
VIC
TAS
SA
WA
NT
Overseas
Are you a small business eligible for exemption from paying NSW stamp duty on certain types of Insurance?
Yes
No
Promotional Code (if relevant)
