SMSF Association
Professional Indemnity Insurance for the SMSF Professional.
The Sura SMSF Association Accountant PI Policy, endorsed by SMSF Association, has been designed to meet the needs of the SMSF professional. Key features include:
- Policy wording satisfies the by laws and regulations of SMSF Association as well as the major Accounting and Financial Planning associations
- Bespoke, best of breed policy wording offering broad coverage
- Tailored to the SMSF professional offering coverage for claims under the SIS Act, Income Tax Act and TAS Act
- Policy wordings to cover both Accountants and also Financial Planners providing advice under the FSRA licensing requirements
- A specific RG126 compliant Financial Planning endorsement is available for the Accountants wording
- SMSF Association negotiated competitive pricing
- Security - underwritten by Lloyds
- Professional claims management conducted by DCS Asia Pacific
SMSF Association Proposal Form - Accountants (299 KB)
SMSF Association Proposal Form - Financial Planners (332 KB)
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