Accountancy Insurance

Day one of The Tax Institute Tax Summit is done, and what a fantastic day it was! It was great to connect with so many familiar and new faces, discussing how we continue to support accounting professionals with our solutions. Equally enjoyable was unwinding after day one at the Welcome Reception, where we proudly stood as a supporter. Thanks for connecting with our (Roman Kaczynski, Gillian Lynn, Karen McDonald, Dane Stephenson and Vicky Shah) team while we were there. Here’s to more insightful sessions and meaningful connections in the days ahead! #TaxSummit2024 #AccountingProfessionals #AuditShield #AccountancyInsurance #TaxTime #InsuranceForAccountants #ProfessionalConnections #SupportingAccountants #WelcomeReception

Day 1 of The Tax Institute Tax Summit is nearly done, and it's been a fantastic start! A huge thank you to everyone who stopped by our stand today to chat with Gillian Lynn, Karen McDonald and Vicky Shah. We’ve loved connecting with so many accounting professionals and discussing how Accountancy Insurance can support you and your clients. If you haven't dropped by yet we’re here to answer any questions you have about Audit Shield, PI Shield, and Cyber Shield—come see us tomorrow! See you at the Welcome Reception if you're coming along! #TaxSummit2024 #AccountancyInsurance #AuditShield #PISolutions #CyberInsurance #TaxProfessionals #ATOAuditProtection #AccountingSupport

Our stand is all set up and ready for The Tax Institute Tax Summit starting tomorrow! Over the next few days, our team—Audit Shield experts Gillian Lynn and Vicky Shah, along with Karen McDonald, your trusted advisor for PI insurance and cyber insurance solutions—will be here to connect with accounting professionals. Did we mention that the Tax Man of Accountancy Insurance will also be there to show his support. If you're attending, drop by to learn more about how we’ve been supporting accounting firms and their clients, and how we continue to support them today. We can’t wait to catch up, share insights, and make the most of this fantastic event! #TaxSummit2024 #AuditShield #AccountingProfessionals #InsuranceSolutions #TaxInstitute #PIInsurance #CyberShield #BePrepared

📢 Missed our webinar on tax audit insurance claim trends affecting accountants in 2023-24?  Watch the recording now! In our recent webinar, attendees gained insights into the Audit Shield portfolio and the proportion of claims in several prevalent areas, including Payroll Tax (All States), Income Tax (WRE), Employer Obligations (PAYG/SG/FBT), and more.    🔗 Visit our website to watch the recording: https://lnkd.in/g6t6hhY   Hosted by Roman Kaczynski, this webinar featured insights from industry experts Rod Spicer, Associate Director of Claims and Underwriting, and Michael Sexton, Senior Manager - Claims of Accountancy Insurance.   Key highlights included:   > The most frequent claim types by the ATO and other State Revenue Authorities for 2023/24 through the Audit Shield portfolio in Australia. > What the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2024. > Who the ATO and other State Revenue Authorities are auditing (based on the type of claims received). > The proportion of claims related to prevalent areas such as Payroll Tax (All States), Income Tax (WRE), and Employer Obligations (PAYG/SG/FBT). > Audit trends and patterns affecting almost one million individuals, businesses, and SMSFs participating in Audit Shield. > Claim durations and the distribution of these claims across firms offering Audit Shield in Australia.   Don't miss this opportunity to stay ahead of the curve and equip yourself with crucial insights into the ATO and other government revenue authorities' audit landscape. Watch the recording now!   #Webinar #AuditShield #ATO #TaxAudit #AuditTrends #SMEs #SMSFs #AccountancyInsurance #TaxProfessionals #AustraliaBusiness #PayrollTax #IncomeTax #EmployerObligations #AccountingIndustry #AuditCoverage

Another fantastic day at the Accurium SMSF Compliance Day, this time in Melbourne! Vicky Shah is on the ground, connecting with accounting professionals and sharing how Accountancy Insurance has been supporting the industry for over 20 years. It’s always a pleasure to engage with the community. Thank you to everyone so far who stopped by to chat with Vicky today! #SMSFCompliance #MelbourneEvent #AuditShield #AccountancyInsurance"

🏠 Attention landlords! The ATO is stepping up its game with a new crackdown targeting millions of property owners. Ensuring your compliance is more crucial than ever. Read more: 🔗 https://lnkd.in/e2QAzjYp Don't find yourself unprepared when the ATO comes knocking! 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! #AuditShield #ATO #Compliance #Landlords #Accounting #ClientProtection #TaxAudit

Today, Gillian Lynn is out and about at the Accurium SMSF Compliance Day in Sydney, connecting with industry professionals and sharing how Accountancy Insurance has been a supporter of accounting firms for over 20 years. 💼 Our journey has been dedicated to safeguarding accounting firms and their clients with our comprehensive solutions that stand the test of time. Whether it's through Audit Shield - our tax audit insurance solution, PI Shield, Cyber Shield, or our commitment to service, we're here to ensure you and your clients are protected. 🤝 If you're at the event, don't hesitate to chat with Gillian about how we can continue to support your firm and help you navigate the evolving landscape with confidence. #AccountancyInsurance #SMSFCompliance #SupportingProfessionals #AuditShield #AccountingProfessionals #SydneyEvents

Attention all public practice accounting professionals! If you haven't registered for our webinar on tax audit insurance claim trends affecting accountants in 2023-24 it's not too late! In this webinar, you will hear about the proportion of claims of Audit Shield clients in several prevalent claim areas such as reviews and audits of Payroll Tax (All States), Income Tax (WRE), Employer Obligations (PAYG/SG/FBT), and more. 🗓 Date: Tuesday 3 September 2024 ⏰ Time: 12:30 PM (AEST) 🔗 Register Here: https://lnkd.in/gdeq246f Hosted by Roman Kaczynski, this webinar features insights from industry experts Rod Spicer, Associate Director of Claims and Underwriting, and Michael Sexton, Senior Manager - Claims of Accountancy Insurance. We'll cover: 📈 The most frequent claim types by the ATO and other State Revenue Authorities for 2023/24 through the Audit Shield portfolio in Australia. 📊 What the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2024. 👥 Who the ATO and other State Revenue Authorities are auditing (based on the type of claims received). 📝 The proportion of claims related to prevalent areas such as Payroll Tax (All States), Income Tax (WRE), and Employer Obligations (PAYG/SG/FBT). 📉 Audit trends and patterns affecting almost one million individuals, businesses, and SMSFs participating in Audit Shield. ⏱️ Claim durations and the distribution of these claims across firms offering Audit Shield in Australia. Don't miss this opportunity to stay ahead of the curve and equip yourself with crucial insights into the ATO and other government revenue authorities' audit landscape. Register today! hashtag #Webinar #AuditShield #ATO #TaxAudit #AuditTrends #SMEs #SMSFs #AccountancyInsurance #TaxProfessionals #AustraliaBusiness #PayrollTax #IncomeTax #EmployerObligations #AccountingIndustry #AuditCoverage

What an incredible day at the Ambrose Estate Golf Club for our client luncheon! It was an absolute pleasure to connect with so many of our clients from the Perth area in such a relaxed and enjoyable setting. Days like this remind us of the importance of building on our existing connections and the joy we find in these opportunities to engage face-to-face. Thanks to all that made it along. A special thanks to our speaker, Gordon Jenkins, who captivated the room with his engaging talk. We’re also incredibly proud of our Perth team for the fantastic work they do in supporting our clients – your dedication truly shines through. Thank you (in no particular order): Tori Flowers Amy Toster Elanna Stefanetti Matt Crinyion Tristan Watkins Congratulations to our prize winners today: Justin Flavel Clark Youens Rhett Hollick Audrey Tooze Bradley Dean Jill Stiles This luncheon is just one of the ways we show our appreciation for our clients' partnership with us, and we always enjoy these opportunities. #ClientLuncheon #Perth #AccountancyInsurance #Teamwork #ClientEngagement

Proud to sponsor the Accurium SMSF Compliance Day in Brisbane today! It was a fantastic opportunity to connect with all attendees - both new faces and those we have been working with for many years. Our wonderful Operations Manager and Associate Director, Sharon Michealson, thoroughly enjoyed engaging with attendees. A big thank you to everyone who stopped by to chat with us! A shout out also to Tax Man of Accountancy Insurance who was more than happy to help a lending hand on the day. #SMSFCompliance #IndustryEngagement #Brisbane #AccountancyInsurance