finance-referral

finance-referral

What professions can legally earn referral fees from mortgage brokers in Australia?

In Australia, a range of professionals can legally earn referral fees from mortgage brokers when they introduce clients with lending needs, provided the arrangement is disclosed and structured correctly. The key requirement is that the professional is making an introduction — not providing credit advice or acting as a credit representative. Accountants and tax agents. …

Mahbub Hassan28 April 2026

Liviti

finance-referral

Can lawyers refer clients to mortgage brokers for a referral fee in Australia?

Yes. Lawyers in Australia can refer clients to mortgage brokers and receive a referral fee, subject to the legal profession rules of their state or territory and appropriate client disclosure. Legal profession rules. In most Australian jurisdictions, the Legal Profession Uniform Rules and state-specific regulations permit fee-sharing or referral fee arrangements with non-lawyer service providers …

Mahbub Hassan28 April 2026

Liviti

finance-referral

Can financial planners refer clients to mortgage brokers for a fee in Australia?

Yes, financial planners can refer clients to mortgage brokers and receive a referral fee, provided the arrangement is properly structured and disclosed. The critical distinction is between a referral and financial product advice. Referring a client to a licensed broker for credit products is generally not considered financial product advice under the Corporations Act, which …

Mahbub Hassan28 April 2026

Liviti

finance-referral

Can real estate agents receive referral fees for mortgage introductions in Australia?

Yes. Real estate agents in Australia can receive referral fees for introducing clients to a licensed mortgage broker, provided the arrangement meets disclosure and compliance requirements. Real estate agents interact with buyers at the point of purchase — the exact moment a lending need arises. This positioning makes agents a natural source of mortgage referrals. …

Mahbub Hassan28 April 2026

Liviti

finance-referral

Can accountants receive referral fees from mortgage brokers in Australia?

Yes. In Australia, accountants can receive referral fees from mortgage brokers when they introduce clients with lending needs, provided the arrangement is properly structured and disclosed. The key legal principle is that the accountant is making a referral — they are not providing credit advice, comparing loan products, or making lending recommendations. Those activities require …

Mahbub Hassan28 April 2026