A new PII solution for SMSF Association Members
We help Financial Planners & Wealth Advisers access better outcomes across coverage, policy conditions, and premiums with data-driven insights from Adviser Ratings.
As a preferred General Insurance provider of the SMSF Association, Numerisk has arranged an offer exclusively for its members, providing up to a 10% discount on Professional Indemnity Quotations*.
*Limited to insurers and Subject to underwriting and applicable to technical pricing.
We provide PII for complex risks with better outcomes. Data-driven.
We proudly support SMSF Association members with cost-effective Professional Indemnity Insurance for complex risks, including:
Self-Licensed Financial Planning Practices
Dealer Groups and
Institutional Licensees
Corporate Advisory
Large Accounting Firms with Complex Services
Beyond PII: Comprehensive Risk Management Solutions
We can also source a comprehensive range of risk management products, including;
Business Insurance
Cyber Insurance
Management Liability
Plus more...
Contact us to learn more about our full suite of solutions.
Our difference
We leverage data-driven insights to negotiate coverage, premiums, terms, and conditions – achieving better outcomes for you.
How it works
Our partnership with Adviser Ratings equips us with deep-data capabilities to better understand the quality of advice and uncover insights – allowing us to negotiate superior results across premiums and coverage.
1
Data is collected across the entire advice industry
2
Adviser Ratings uses data science to identify and establish a benchmark
3
Numerisk uses this benchmark to build Business Intelligence that better demonstrates quality of advice to insurers
4
The result is improved outcomes for advice practices
Our partnership with the SMSF Association
The SMSF Association, Australia’s leading professional body for SMSF professionals, has carefully selected Numerisk to ensure members receive the highest quality coverage and service.
Given the complexity of the SMSF regime and its legal framework, there are numerous opportunities for errors and complaints.
We understand these risks and have worked with the SMSF Association to develop solutions that address these issues effectively, giving you confidence in your PII coverage and ensuring dedicated care in response to your needs.
Numerisk was chosen as a preferred provider following a rigorous selection process by the SMSF Association, ensuring members receive the highest quality coverage and service.
An innovative policy with Data-Driven underwriting
We’re proud to offer SMSF Association members access to a market-leading professional Indemnity insurance policy developed by Numerisk, with support from Keystone Underwriting.
Comprehensive Coverage for:
- Corporate Authorised Representatives
- Self Managed Super Fund (SIS Act) advice,
including fines and penalties - Tax and Accounting advice
Key Policy Features:
- Regulatory Compliance:
Fully RG126 Compliant Coverage - Legal Support:
30 minutes free legal advice for potential claims or complaints - Flexible Excess:
Excess operates on a “per claim” rather than “per claimant” basis - Extended Coverage Options:
84-month Run Off cover option
(additional premium applies)
Policy Inclusions:
- Legal costs and expenses cover
(in addition to the policy limit) - Fidelity cover
- Loss mitigation cover
- PR expenses cover
- Statutory liability cover
Receive up to a 10% discount on Professional Indemnity Quotations*.
This offer is exclusive to SMSF Association members.
*Limited to insurers and Subject to underwriting and applicable to technical pricing.
About Numerisk
Numerisk was founded to deliver exceptional advice and solutions to clients in complex industries often underserved by the broader insurance market. We expertly manage risks for all sizes, from large ASX-listed dealer groups to small boutique adviser practices.
Our team consists of highly skilled insurance brokers, each with senior experience in international firms, bringing a high-calibre level of expertise to our clients.
Our mission is to harness digital ecosystems and data insights to maximise opportunities while delivering authentic care and dedicated advocacy.
As a member of the Steadfast Group and with access to Lloyd’s of London, the world’s premier insurance market, we are well-connected with insurers at all levels, both locally and globally.
International Market
Underwriting Agencies
Local Insurers
Get in touch.
1300 001 283
Let us know if you would like to discuss your insurance needs. Our team is available to answer any questions you may have.
SMSFA Get in Touch
This information contained on this website is general in nature and should not be relied on as advice (personal or otherwise) because your personal needs, objectives and financial situation have not been considered. Before deciding whether a particular product is right for you, please consider your personal circumstances, as well as any applicable Product Disclosure Statement, Target Market Determination and full policy terms and conditions, available from Numerisk on request. All representations on this website in relation to the insurance products we arrange are subject to the full terms and conditions of the relevant policy.