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become an alliance partner

opportunities for advisers If you’re an asset allocation adviser you’re encouraged to join us as an Alliance Partner. There is no cost to joining and there are many benefits. You will have priority access to the best opportunities and we can assist you to establish direct property and associated residential property investments within your clients’ SMSF portfolio. We assist our Alliance Partners build property as a new offering within their business via training and education, client information events and webinars, plus educational materials. Direct property is considered a key driver in the growth of SMSFs, so don’t miss out. When you purchase a property, whether new or old, a commission is payable to the real estate agent managing the sale. The cost of sale is a standard transaction cost and factored into the sale price. Typically this is around 2.0% - 2.5% of the sale price. On a $500,000 property, that’s $10,000 to $12,500. At Future Estate we offer our valued referral partners generous referral fees for the qualified introductions resulting in a sale. Our Alliance Partners can elect to rebate this amount in full or in part to their valued clients as a part of a fee-for-service model and a tangible way to demonstrate ability to leverage strategic relationships to enhance outcomes for their clients. Alternatively, this can become an important new revenue stream. Either way, we would be delighted to discuss with you as to how Future Estate investment products can become a integral part of your clients’ asset allocation strategy.

want to know more? Please contact us to participate in an upcoming “Lunch & Learn” session or webinar nearby or to meet with a Future Estate representative to discuss.

+61 3 9988 2900

This document contains general information and does not contain personal advice or financial product advice. This information has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on this information and making financial decisions, you should consider whether this information is appropriate for you and are recommended to seek independent financial, investment, tax and/or legal advice having regard to your own objectives, financial situation and needs. This information may contain material provided to Future Estate Group Pty Ltd by third parties. While such material is published with necessary permission, Future Estate Group Pty Ltd and its related entities accept no responsibility for the accuracy or completeness of this information, nor endorses it. To the maximum extent permitted by law, Future Estate Group Pty and its related entities disclaim all liability for any loss, costs or damage which arises in connection with the use or reliance on the information and material contained in this document. Any forward looking statements and estimates are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. Furthermore, past performance is not a true indicator of future performance. Any past performance information in this document has been given for illustrative purposes only and should not be relied upon as an indication of future performance.

Future Estate fact sheet: referral partner


Become a referral partner softcopy