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Documents

The following documents are available to download in pdf format.

Insurance Forms 

• Specimen proposal form
• Specimen veterinary certificate - newborn foal
• Specimen veterinary certificate - 45 days & older
• Specimen declaration of good health
• Specimen Lloyd's Claim form

Policy Wordings - examples of what you can expect to receive from an insurer or its underwriting agent. For Lloyd's insurance policies, the policy wording is issued by a Lloyd's broker or coverholder.

• Specimen Lloyd's Bloodstock mortality insurance policy
• Specimen Lloyd's extensions to mortality policy:
  • Operations clause
  • Terrorism exclusion
  • Wobbler clause
  • 12 month extension clause
  • Agreed Value clause
  • Surgical clause

Legal Documents 

• Duty of Disclosure
• State Stamp Duty rates
• Tax status & insurance claims
• Insurance Contracts Act
• Wholesale clients vs retail clients
• Statement of Advice (SOA)
• Product Disclosure Statement

General Documents 

• Insurance Brokers Code of Practice
• General Insurance Code of Practice
• FOS Terms of Refernce

Tax Issues & Rulings

^{GST for the Racing Industry:}

• Basic Information
• ATO Guide
• Owners
• Breeders
• Trainers
• Non Residents of Australia