Accountancy Insurance

From our team to yours (including Tax Man and Tax Woman!), thank you for all the connections, collaborations, and conversations throughout 2024. It’s been a pleasure working alongside our clients and engaging with so many talented accounting professionals across a variety of industry fields. Being part of numerous conferences and events this year has been very rewarding, as it reaffirmed how much we value these interactions. You are the driving force behind everything we do, and we’re excited to continue building on these connections, partnerships and experiences in 2025.

In a recent update, the ATO has advised privately owned and wealthy groups about the type of documentation it will request as part of a risk-based review and what the process involves. Read full article: https://lnkd.in/gA7RYcYp Don't find yourself unprepared when the ATO comes knocking! Audit Shield is the tax audit insurance solution for accounting firms and their clients. Audit Shield: ✅ Covers the professional fees (subject to certain policy exclusions and limits) normally charged to your client when you assist them to respond to eligible official audits, inquiries, investigations, reviews or examinations of lodged returns or financial compliance obligations. ✅ Avoids disputes with your clients regarding fees incurred as a result of audit, and possible fee write offs as a result. ✅ Fees are paid promptly direct to you. ✅ No excess payment. ✅ A proactive, cost effective solution for your clients. ✅ Audits of previously lodged returns (for an audit instigated during the period of cover) are also covered, including those you did not lodge or prepare. ✅ No cost to you to offer the service to your clients. ✅ Indicates to your clients that you are proactive and are looking out for them. Join the ranks of thousands of accounting firms who trust Audit Shield to protect their clients and their firm. Stay proactive, stay protected!

We at are thrilled to announce our sponsorship of LYD 25 - The Unstoppable Growth Conference, hosted by LYD_Docs - happening on February 11th & 12th at the Novotel Sunshine Coast Resort in QLD! Why should you attend? Are you dreaming of a business that gives you the freedom you deserve? Imagine setting your own schedule, working with dream clients, and living life on your terms. LYD25 is designed to help you achieve just that. This action-packed conference offers: > Growth Strategies from Industry Leaders: Learn from acclaimed speakers like Stan Phelps, Nick Sinclair, Clayton Oates, and Craig West. > Actionable Business Plan: Walk away with a tangible plan to implement what you learn and propel your firm forward. > Networking with Elite Advisors: Connect with a network of successful business owners who can share their experiences and insights. > Effective Sales & Marketing Techniques: Discover proven strategies to attract ideal clients and boost your bottom line. Take your firm to unstoppable heights! Don't miss out! Secure your spot at LYD25 today: https://lnkd.in/gKqp7N6n   Use code LYD25STSPD at checkout to receive a 10% discount on your LYD25 ticket! We look forward to seeing you there!

Today, Alastair Ramsay and Julie Forsyth are on the ground at the Accurium Tax Practitioners Day in Melbourne, connecting with accounting professionals and sharing insights into how our solutions can protect your firm. From Audit Shield to comprehensive PI insurance and cyber insurance, we’re here to help safeguard against the unexpected costs. It’s a great opportunity to discuss the latest in protection for accounting professionals. If you’re attending, stop by and chat with Alastair and Julie – they’re ready to answer your questions and explore how we can support your practice! #TaxPractitionersDay #AuditShield #PIInsurance #CyberInsurance #AccountancyInsurance #Networking #MelbourneEvents

The Tax Office will be contacting medium-sized and emerging businesses over the next month to review trusts, Division 7A and CGT concessions. Read the full article: https://lnkd.in/g4jSwaYh Don't find yourself unprepared when the ATO comes knocking! Audit Shield is the tax audit insurance solution for accounting firms and their clients. Audit Shield: ✅ Covers the professional fees (subject to certain policy exclusions and limits) normally charged to your client when you assist them to respond to eligible official audits, inquiries, investigations, reviews or examinations of lodged returns or financial compliance obligations. ✅ Avoids disputes with your clients regarding fees incurred as a result of audit, and possible fee write offs as a result. ✅ Fees are paid promptly direct to you. ✅ No excess payment. ✅ A proactive, cost effective solution for your clients. ✅ Audits of previously lodged returns (for an audit instigated during the period of cover) are also covered, including those you did not lodge or prepare. ✅ No cost to you to offer the service to your clients. ✅ Indicates to your clients that you are proactive and are looking out for them. Join the ranks of thousands of accounting firms who trust Audit Shield to protect their clients and their firm. Stay proactive, stay protected!

Live from The Auditors Institute LTD Auditors Day in Melbourne! Our team—Vicky, Julie, Tan and Tax Man —are at the stand, covering everything Audit Shield, PI Shield, and Cyber Shield! From tax audit protection to professional indemnity and cyber insurance, we’re here to help accounting professionals navigate essential coverage options. If you’re attending, come say hello! Learn more about how we support firms and protect clients against the unexpected. #SMSFAuditorsDay #AuditShield #PIShield #CyberShield #AccountancyInsurance #AccountingProfessionals #MelbourneEvent

Live from the Advisers Digest Pty Ltd Tax Training Day in Sydney! Today, Gillian Lynn represents Accountancy Insurance, sharing our commitment to supporting accounting professionals with trusted protection solutions. It’s always a pleasure to connect with industry experts and share how Audit Shield is helping practices and their clients stay prepared. If you're here, make sure to stop by and chat with Gillian about the latest in Audit Shield protection and beyond. #AccountancyInsurance #AuditShield #TaxTrainingDay #SydneyEvents #SupportingAccountants

Today, we had the pleasure of attending The Gap HQ's 'Selling to Help Brisbane' conference, represented by Karen McDonald and Vicky Shah! It was a fantastic opportunity to connect with accountants across Brisbane and surrounding areas, sharing how Accountancy Insurance can make a difference to their firms. Big congratulations to Bruno Silva from All Square Accountants for winning our prize draw! We hope you enjoy your prize, Bruno. Thank you to everyone who stopped by for a chat and connected with us today! #AccountancyInsurance #AuditShield #TheGAP #BrisbaneAccountants #Networking

Today, we were thrilled to host our client luncheon at Q Events in Melbourne! It was an absolute pleasure to connect with so many of our Melbourne-area clients in such a relaxed and enjoyable setting. Days like this remind us of the importance of strengthening our existing connections and the joy we find in engaging face-to-face. Thank you to everyone who was able to attend. A special thanks to our speaker, Steven Bradbury OAM, whose talk captivated the audience until the very end. Engaging, inspirational, funny, and personable are just a few of the words used to describe it. We are also incredibly proud of our Melbourne team for the fantastic work they do in supporting our clients – your dedication truly shines through. Thank you to all those who could make it: Roman Kaczynski, Ankit Parmar, Yuliana Sopian, Rod Spicer, Maika Climpson, Matthew Foster, Alastair Ramsay, Benita Chhugani, Peter Blair, Thomas White, Adam Amore, Daniel Paolini, Michael Sexton, Julie Forsyth, Vicky Shah, James Noonan, Tanchanok Seehuatone, Jeffrey Nie, and Tax Man of Accountancy Insurance. ... and to those who couldn't attend but continue to do amazing work – you are appreciated. Congratulations to our prize winners today and to those brave enough to challenge themselves to train like an Olympic speedskater! This luncheon is just one of the ways we show our appreciation for our clients' partnership, and we always enjoy these opportunities. #ClientLuncheon #StevenBradbury #MelbourneTeam #ClientConnections #OlympicSpeedskater #Partnership #Engagement #ThankYou

Engaging with SMSF experts at the SMSF Adviser Technical Strategy Day in Sydney! Today, Gillian Lynn and Dane Stephenson connected with SMSF professionals, discussing how Accountancy Insurance can offer protection against unexpected audit costs through our Audit Shield service. With over two decades of experience supporting accounting firms, we're committed to offering peace of mind when it matters most. If you missed chatting to us today about our comprehensive insurance solutions, including PI and Cyber coverage, shoot us a message below. #SMSFAdviser #AuditShield #InsuranceForAccountants #AccountingProfessionals #AccountancyInsurance #RiskManagement #SMSFCommunity #SydneyEvent