Accountants & tax agents
Division 7A refinances, SMSF LRBA lending, self-employed serviceability translation, multi-entity property purchase. Highest-volume partner relationship for us by file count.
Referral partner program
Your relationship. Our lender panel.
A documented co-pro model for accountants, financial planners, and adjacent professionals. Tax structuring and strategy stay with you. Lending stays with us. The client experiences a single relationship and two specialists, each operating inside their own licensing framework.
How this works
Most accountant–broker arrangements fail one of two ways: the broker over-steps into tax or strategy advice and erodes the partner relationship, or the broker bounces with no documented handoff and the partner goes back to whichever local broker has the loudest billboard. The model that works is a documented two-line handoff — partner identifies the borrowing question, the broker takes the file through to settlement, every tax or strategy question bounces back to the partner. The client retains the partner as the relationship. We provide the handoff template and disclosure framework at onboarding.
01.
Three partner types — same model
Different licensing frameworks on the partner side; same co-pro model on the broker side. Each partner type has a deeper-dive page that walks through file shapes, scope-of-practice and handoff mechanics.
Financial planners
SMSF LRBA on residential and commercial property. Strategy and fund-side compliance stays with the planner under s52(2)(f) SIS Act. We hold the post-2020 LRBA panel (~5–8 active lenders residential).
Real estate & buyers agents
Standard retail residential files where a documented mortgage partner shortens the contract-to-settlement window and improves finance-clause certainty. Common file shapes: first home buyer, investor, refinance.
02.
Partner enquiry
Short introduction to your practice; we'll come back inside one business day with a 30-minute call to walk through the handoff template, the disclosure framework, and the fee-arrangement options that fit your licensing structure. No client referral needed at first contact.