Editable Australian insurance template
Australian insurance broker invoice template
Download a reusable premium invoice or debit note template for Australian insurance brokers and intermediaries with policy number, insurer, cover period, AFSL, premium, broker fee, GST, stamp duty and return premium fields.
- ✓Policy, insurer, coverage period and transaction type fields.
- ✓Separates premium, broker fee, GST, stamp duty, instalments and return premiums.
- ✓Available in Google Sheets, Google Docs, Excel and Word.
Prefer to fill it in online? Open the Australian insurance invoice generator.
Insurance invoice template
Editable Australian format
Designed for broker-billed premiums where policy, GST and duty detail must stay visible.
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How to use an Australian insurance invoice template
An Australian insurance template needs policy detail rather than generic sales-invoice wording. Keep the policyholder, insurer, cover period, transaction type, AFSL reference, premium, GST, duty and broker-fee lines visible.
Fields to keep in the template
- Broker or agency name, ABN and AFSL or authorised representative reference.
- Policyholder, insured risk, insurer and policy number.
- Cover period, class of insurance and transaction type.
- Premium, broker fee, policy fee, GST, stamp duty, instalment charge and return premium separately.
- Payment terms, renewal notes, client-money instructions and cancellation wording.
GST and stamp duty
General insurance premiums and broker fees commonly include GST, while state or territory stamp duty is calculated separately and should be entered as its own non-taxable line.
Adjustments and return premiums
Mid-term adjustments and cancellations should not be hidden as informal discounts. Use a dated endorsement or cancellation line and show return premiums as negative amounts tied to the policy reference.
FAQs about Australian insurance invoice templates
Should stamp duty be separate?
Yes. Use the amount from the insurer or broker closing and keep it separate from GST.
Should AFSL details be included?
Include the AFSL, authorised representative or licensee detail expected by your compliance process.
Can this handle return premiums?
Yes. Add a negative return-premium line with the endorsement or cancellation reference.
