For accountants
Referral partners for accountants
- properties bought for clients
- 100+
- properties bought for clients
- rating from 100+ reviews
- 4.9
- rating from 100+ reviews
- and territory covered
- Every state
- and territory covered
Book your partner call
Add your details, then pick a time that suits you.
2 quick steps
A 30-minute call with our team. Your details stay private.
Calendar not loading? Open the booking calendar.
What your client gets
The right property, properly checked and well bought
- 01
Research before listings
Our research platform, Presm, screens 15,000+ neighbourhoods with AI-assisted analysis, so your client's search starts with the markets most likely to suit their goals, not whatever is on the portals this week.
- 02
Presm 150 checks on every property
Every property is assessed against our 150-point decision framework and inspected before purchase. Anything that doesn't stack up doesn't reach your client.
- 03
On and off market
We search on and off market, so your client sees properties that never make it to the major portals.
- 04
Negotiated on their side
Experienced negotiators deal with the selling agent for your client, from first offer to exchange, with due diligence done before they commit.
Working alongside you
You look after tax and structure. We look after the property.
We're a buyers agency and that's all we do. We don't give tax, legal or financial advice, so there is no overlap with your work, and your client comes back to you for all of it.
Your advice sets the brief
The ownership structure and budget you and your client have settled on shape the brief. We buy in the name or structure you've decided, and we don't revisit that decision.
The details you need, when you need them
With your client's OK, we tell you when they're ready to buy and when a contract is signed, so your records and planning start from the right dates.
Tax questions go back to you
When a client asks us about deductions, depreciation or land tax, we point them to you.
Track record
Results your clients will notice
- 19.1%
- our estimated average capital growth in 2024, across selected past purchases
- 4.9%
- Australian home values nationally in 2024
To date, we have not recorded negative capital growth on a property bought for a client.
Internal estimates. Past results are not a reliable guide to future results. National figure: CoreLogic Home Value Index, December 2024.
How it works
From first call to your first referral
- 01
Book a partner call
Add your details and pick a time. Two minutes.
- 02
Talk it through
A 30-minute call about your clients and how we'll work together.
- 03
Get set up
Once we're both happy, you get your referral link and a partner portal login.
- 04
Introduce your client
Share your link, or introduce your client to us by email.
- 05
We look after them
A free discovery call, a written brief, then research, inspection, negotiation and support through to settlement.
Also see: referral partners for mortgage brokers, referral partners for financial planners, and the full referral partner program.
Questions
Accountant FAQs
Why should accountants partner with a buyers agent?
Clients ask their accountant about investment property long before they speak to anyone else. Referring them to a licensed buyers agent means the property itself is researched, checked and negotiated properly, while tax and structure stay with you.
How does the accountant referral program work?
Book a 30-minute partner call on this page. Once you're set up, you introduce a client by email or with your partner link. We look after them from a free discovery call through to settlement, keep you updated with their OK, and send tax and structuring questions back to you.
Will you give my client tax or structuring advice?
No. We're a buyers agency. We don't give tax, legal or financial advice, so questions about deductions, ownership structures and tax position go back to you.
Can my client buy in a trust, company or SMSF?
We buy in the name or structure you and your client have decided on. We don't advise on which structure to use; that decision stays with you and your client.
What does a buyers agent do for my client?
We set a strategy and written brief, research markets with our own platform, assess every property with Presm 150, inspect it, and negotiate the purchase on and off market, in every Australian state and territory.
When should I introduce a client?
As early as you like. Many accountants introduce clients when property first comes up at tax time or in a planning meeting, so the purchase is set up properly from the start.
Which clients are a good fit?
Clients who want to buy investment property anywhere in Australia, with a deposit or equity ready to use.
How does the partnership start?
Book a 30-minute partner call on this page. We'll talk through your clients, how referrals work and the specifics of working together.
How do I keep track of my referrals?
Every approved partner gets a login to their own partner portal, showing each referral and its status.
What if my client decides not to go ahead?
That's completely fine. The discovery call is free and there's no obligation for your client, and no cost to you.
General information only. We are a buyers agency: we don't arrange finance or give tax, legal or financial advice.