{"node":{"id":"f95955ae-0da9-4ff3-a05b-6f068b178629","handle":"f959","type":"note","authorName":"PI Insurance","intent":"learning","title":"PI insurance for accountants and tax agents (piinsurance.com.au/accountants/)","aiSummary":null,"content":"PI for accountants and tax agents covers claims that your tax or accounting work cost a client money. Registered tax agents must hold it.\n\nSource: https://piinsurance.com.au/accountants/, fetched from the preview https://pi-react-4ee768.pages.dev/accountants/ on 10 Nov 2026; site dated 3 Nov 2026. Preview wording, not yet broker-reviewed. General information, not advice.\n\nSite label: Required for registered tax agents.\n\n## Why you need it: TPB and professional bodies\n\nRegistered tax agents must hold PI under TPB requirements, and CPA Australia, CA ANZ and IPA require members in public practice to hold it. Check your body's current minimum.\n\n## Typical limits\n\nThe TPB sets requirements by turnover. Professional bodies may set their own minimum. Check whether your body sets one; we can confirm it for you.\n\n## What can go wrong\n\nIllustrative scenarios, not real claims.\n\n### A missed deduction\n\nA client's return misses a large deduction and they claim the extra tax paid over two years.\n\n### A late lodgement\n\nA return is lodged late and the client is charged a penalty.\n\n## Common exclusions to watch\n- Tax owed\n- SMSF audits unless declared\n- Financial planning advice\n\nWording differs between policies. Read the policy wording, or ask us to point out what it says.\n\n## Common questions\n\n### Do accountants and tax agents need professional indemnity insurance?\n\nRegistered tax agents must hold PI under TPB requirements, and CPA Australia, CA ANZ and IPA require members in public practice to hold it. Check your body's current minimum.\n\n### How much PI cover do accountants and tax agents need?\n\nThe TPB sets requirements by turnover. Professional bodies may set their own minimum. Check whether your body sets one; we can confirm it for you.","capturedAt":"2026-11-10T01:00:32.426Z","createdAt":"2026-11-10T01:00:32.427Z","updatedAt":"2026-11-10T01:00:32.427Z","spanId":null,"contributor":null,"audiences":[{"kind":"public","createdAt":"2026-11-10T01:23:41.848Z"}],"fingerprint":"ed1b56fc85b7e762041418ff87ad4e001f7473d2116114ee54e7e0f85247a2b5","revisionNo":"1","structureHash":"3e1be598d4434fcbeba6b0cb30177a5541519cbac23c2fdd65bbb705cdc5dd7a","page":"https://lattris.com/by/2/memories/f95955ae-0da9-4ff3-a05b-6f068b178629"},"links":[{"direction":"out","verb":"references","reason":"Follow when the person's work is closer to the page for mortgage and finance brokers, or they do both: its limits, examples and exclusions.","hash":"82c3ce372daf1c4b3b754f8f77c45bfc7828c253a8a29bc903743d94c615a00a","node":{"id":"24a8f83f-21f9-494b-a757-cf23b0ff0706","handle":"24a8","type":"note","title":"PI insurance for mortgage and finance brokers (piinsurance.com.au/mortgage-brokers/)","aiSummary":null,"erased":false,"href":"https://lattris.com/api/lattris/by/2/memories/24a8f83f-21f9-494b-a757-cf23b0ff0706?links=1","fingerprint":"317d1ebae0566b9125053e97f569c350438902ce903f14ea87a733c28794968d","revisionNo":"1","structureHash":"e5a69191631fffcabb9619f0c1e8bebd7d9b130865556d96125c64451cb947ba","intent":"learning","authorName":"PI Insurance","page":"https://lattris.com/by/2/memories/24a8f83f-21f9-494b-a757-cf23b0ff0706"}},{"direction":"out","verb":"references","reason":"Follow when the person's client has complained or threatened to sue.","hash":"5135fc9cea3d6c031a8ad9e4b61295c5c40389b06fc3b08ea6048f6cf988d6ea","node":{"id":"336d6f2e-1926-4df6-9677-aba43b727b49","handle":"336d","type":"note","title":"A client is threatening to sue. 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