The AAT's in-house broker

AAT Insure is the Institute of Public Accountant's in-house insurance broker. We offer cover at discounted rates that are exclusive to AAT and IPA members and have been created to specifically address the needs of the industry. We also work closely with the AAT and IPA advisory team to ensure our coverage continues to be exactly what the industry needs.

Essential Cover for Bookkeepers

Insurance for Bookkeepers goes far beyond simple Professional Indemnity. Whether you are a single-person operation or run a large practice with multiple partners, there are a range of covers worth considering depending on your circumstances, from Cyber and Public Liability to Management Liability and wider General Insurance.

Tax Audit Cover

Safeguard your clients from government audits. Offer them Tax Audit insurance so all their costs are covered when a state of federal government agency such as the ATO wants to conduct a review, enquiry or audit of their business.

Referral Partnerships

Give your clients the same quality of coverage you give yourself by becoming a referral partner and broaden your offering to include insurance and risk minimisation products & services. A frictionless process for you and your clients, plus an additional revenue stream for your practice.

Specialist Team

The IPA/AAT Insure team have been working in Insurance for professional financial services for over 15 years. During that time we have worked closely with the industry to understand the variety of key needs accounting practices need across this country. We are also backed by the power of AB Phillips, one of Australia's leading insurance brokers.

Professional Indemnity (PI)

Professional Indemnity insurance is the required cover for all accounting professionals. Our policy has been custom built to adhere with the IPA by-laws, ensuring you are compliant and really covered.

This customised policy includes cover for:

• Negligence
• Civil liability
• Infringement of intellectual property rights
• Loss of client documents
• Losses from employee dishonesty

Public Liability (PL)

Another essential cover for any business that operates from an office or from home.

Coverage includes:

• injury caused by you or an employee when you visit a client's premises
• injury to a member of the public who visits your place of business
• damage to property caused by you or an employee when you visit a client's premises
• Bundle your PL with your PI for a bundled saving

Cyber Crime insurance

Cyber Liability covers your business in the case of a cyber-attack. Any business that stores sensitive data on an electronic device should protect themselves from this exposure.

Our Cyber Crime insurance policy covers your business for:

• Costs related to incident management and business interruption
• Damages and costs to third parties
• Direct losses and legal liabilities arising from cyber breaches.