"Should I buy an investment property?" Your clients ask it every tax season — and answering it properly has always sat awkwardly close to advice you can't give. This is the fenced version: we run the property function, you review everything, the client stays yours.
Until now the options were bad: wave the question away, or refer to someone you couldn't vouch for and hope. Here's what the partnership version looks like.
Investment-grade house and land in data-picked growth corridors, modelled in plain English — cashflow, tax position, depreciation — and coordinated with the adviser they already trust: you.
A new purchase generates exactly your work: depreciation schedules, ownership structuring, tax planning, ongoing compliance. The client's property question gets answered without their adviser relationship moving an inch.
Sourcing and strategy is all we do — and referrals only keep coming when your clients do well, so our incentives sit exactly where yours do.
We provide a property sourcing service — not financial product advice, not tax agent services. Your client engages us directly under our own terms and disclosures, and nothing about the referral requires you to step outside your lane.
Strategy documents, modelling, assumptions — you get them first if you want them, and you're never asked to endorse a recommendation. Stay involved or stay neutral; both work.
Take a disclosed referral fee, rebate it to your client, or keep the referral purely professional. Whatever fits your firm and your professional body's code — disclosure templates supplied either way.
The SMSF boundary, respected: we don't provide advice about establishing or using an SMSF — that belongs with licensed advisers. Where a trustee and their advisers have already decided on direct property, we run the property function, coordinate with you and their planner, and leave the lending with their broker. Everyone stays in their lane; that's the whole point.
General information only, not legal or professional-standards advice. Satisfy yourself on any referral arrangement against your professional obligations — we'll give you everything you need to do that quickly.
Straight up: Greenline Realty is an independently owned company in a referral network of separate businesses — one of which shares our name. Greenline Home Loans was our first referral partner; today they're one of many. Our Partner Non-Compete Deed makes the history irrelevant: for clients you refer, our entire referral network is switched off.
Tax, accounting, advisory and anything else you provide are yours alone. Our referral arrangements with every other business are suspended for your clients — no cross-selling, ever.
If your client asks us about tax, structure or anything outside the property lane, we're contractually bound to decline and send them straight back to you.
Breach it, and you can terminate immediately with your clients' engagements protected through completion.
Fifteen minutes: your client base, your fee position, how review-first works in practice — and anything you want to test us on.
