EOFY is Here: Is Your Insurance Working as Hard as You Are?

As the financial year draws to a close, most businesses are focused on finalising accounts, chasing invoices, and preparing tax returns.

But EOFY is also the ideal time to ask: is your insurance still fit for purpose?

Whether you're a financial services professional, a business owner, or someone responsible for risk management, taking stock of your insurance at EOFY isn’t just smart: it could save you from exposure and missed savings.

Why Now is the Perfect Time to Review:

• Tax timing: Certain insurance premiums may be tax-deductible. Paying before June 30 could bring immediate benefits.
• Business has changed: New staff, higher revenue, or service offerings? Your current cover may no longer be aligned.
• Market movement: Premiums have shifted across sectors. You may be paying more than you need to.
• Risk exposure: Claims, cyber risks, and regulatory scrutiny have all risen. Is your current policy protecting what matters?

What to Review:

• Professional Indemnity (PI) Insurance
• Cyber Insurance
• Management Liability
• Public Liability and Business Insurance

EOFY Tip:

Use this time to work with a specialist broker (like us) to ensure you’re covered for today’s risks: not last year’s.

‍Need help reviewing your insurance before June 30? Get in touch with the PLI Brokers team for a complimentary review and let’s make sure your cover is working as hard as you are.

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