Accountant referral program

Your clients move. You just never billed for knowing about it.

The accountant referral program in Australia pays your practice commission when clients you refer, moving home or premises, connect their utilities through an independent comparison.

This page covers what referring earns, how household and business moves differ, and how disclosure fits your professional obligations.

200,000+Australians connected since 2017
20+Retailers compared per address
2 daysTo go live as a partner
Paid monthlyItemised per client $0 to your clientRetailers fund it
Written by [Author name], [Role] · Reviewed by [Reviewer name] · Updated

20+ retailers and providers compared for every client you refer

  • Shell Energy
  • Powershop
  • Blue NRG
  • Optus
  • Momentum Energy
  • Mate
  • Pacific Blue
  • EnergyAustralia
  • Dodo
  • Aussie Broadband
Why accountants hear early

Moves already cross your desk

  1. Step 1A client mentions a moveIn a meeting or an email
  2. You are hereStep 2You forward the linkOr leave it in your signature
  3. Step 3We compare and connectHousehold or business panel
  4. Step 4Business energy reviewedEven without a move
  5. Step 5Commission paid monthlyItemised per client

Household moves and premises relocations pass across your desk constantly, in change-of-address notes, lease reviews and meetings about a new site. A utility connection referral for accountants turns that knowledge into a revenue line without adding any work to the file.

The effort has always seemed to outweigh the return, which is only true if referring takes effort. Here it is one link, sent once, or left permanently in your email signature.

An honest word on volume

If only a handful of clients move each year, the disclosure paperwork may genuinely outweigh the return. Run the estimator with real numbers before you take this to your partners. We would rather you decided against it than set it up and abandoned it.

  • Strongest for practices with active business clients
  • Commercial connections are worth more than residential
  • Your own numbers decide it, not a headline figure
Estimated annual statement

What your client base would have earned

Your practice earns an agreed commission on each service that connects for a client you refer, paid monthly and itemised so it reconciles.

Accountant client value add services usually cost time to deliver. This one pays on connections that complete, not on referrals made, and there is no advice to give and no liability attached to the referral.

Your client is never charged. Households and businesses pay only their chosen retailer's advertised rates, and those retailers remain subject to the consumer protections overseen by the Australian Energy Regulator (checked September 2026). The commission comes from the retailer.

Each payment arrives with a remittance advice itemised per client, so it reconciles against your own records in minutes.

How the commission is paid

Confirmed in writing before you sign

The estimator at the top of this page counts the household moves and premises relocations you enter, assumes a conservative share connect and applies two services at an indicative rate. Your real schedule comes in writing.

When commission is and is not paid
What triggers paymentWhat does notWhen it is paid
A connection that completes and stays active through the qualifying periodA referral that does not convertMonthly with a statement per client
Each service connected (electricity, gas, internet)A client who declinesMonthly
Both residential and commercial where applicableA duplicate or test referralMonthly

Services we offer your clients

Where it fits

Household and commercial both count

Both household moves and business premises relocations qualify, and business clients are compared through a separate panel of specialist retailers.

The commercial stream is the one worth attention. Acting as a utility broker for accounting firms' business clients is a conversation those clients already expect you to have a view on, and the connections are larger.

Household moves

Whenever a client mentions it

Individual clients mention a move in a tax meeting, an email or a change-of-address note, usually weeks before it happens. Forwarding the link means a specialist explains how a client's electricity gets connected, compares the panel for the new address and books it, with nothing further needed from you or anyone else at the practice.

  1. Client mentions a move
  2. You forward the link
  3. Commission monthly

Premises relocations

Commercial clients

When a business client changes premises or opens a second site, energy is a bigger decision and a bigger connection. We compare business electricity and gas through specialist retailers for moving a business to new premises, and can run a business utility review for clients who are not moving but want their existing rates checked against the market.

  1. Client changes premises
  2. Business panel compared
  3. Higher value per client
Partner types

The same model across partner types

Insurance brokers

Insurance brokers see a new address when cover moves, often in the same weeks a shared client tells their accountant about the move. Read how this works for insurance brokers, so a client you both advise hears one independent recommendation about their connections, whichever adviser raises it first with them.

Mortgage brokers

When a client buys a home, their mortgage broker is in touch in the weeks between approval and settlement, just as the accountant is advising on the purchase. See how this works for mortgage brokers to agree who refers the connection, so the client is contacted once rather than by several advisers in the same week.

Conveyancers

Business premises purchases and home purchases both pass through a conveyancer, who works to the same settlement date your client is planning around. Checking how this works for conveyancers helps avoid overlapping referrals, so the connection is booked once and in time for the day the client takes possession.

What changes

Better for you. Better for your client.

Referring adds a revenue line with no delivery for your practice, and gives clients an independent comparison they can trust.

Accountant client advisory services are judged on independence. A connection referral only belongs in that list if it meets the same standard as the rest of your advice.

Clients moving house usually need more than one service switched on at once, and the order matters. A single referral means power and gas booked for one date, arranged in one conversation with the client, so nothing about the move lands back on your desk or turns into a billing query later.

For your practice

Revenue with no delivery

No advice to give, no work to perform and no liability to carry. A link in your email signature does most of the work, and business clients relocating premises carry the larger commissions.

  • Remittance advice itemised per client
  • Business energy panel for commercial clients
  • No fee, subscription or minimum
For your client

Something you can recommend honestly

More than 20 retailers compared, free at every point, and existing business rates checked even without a move.

A client moving house is also changing their address with the bank, the tax office and every provider they use. Pointing them to a plain list of what a client juggles when moving alongside the referral is the kind of small, practical help that clients remember when they next need advice from their accountant.

Practices that refer regularly often move to the brokerage model, where client accounts are held and re-benchmarked each year rather than referred one move at a time. Both models are explained in the full partner program, which is worth reading before deciding how the arrangement should sit within the services your practice already offers to clients.

Request a schedule
Before you say yes

The disclosure question, answered honestly

Professional accounting bodies generally require members to disclose benefits received for referrals, however small, and your own body sets the specifics.

What we provide

The arrangement in writing with the commission schedule, plus disclosure wording for your client file.

What we won't do

Advise you on your code of conduct. This is general information, not professional advice.

Check your code of professional conduct before you start

Professional accounting bodies, including CPA Australia, Chartered Accountants ANZ and the IPA, have rules on referral fees and benefits received from third parties, and those rules apply however small the amounts are. Check your own body's code before you refer anyone.

State consumer law can also apply. In NSW, intermediaries who receive a commission or referral fee must take reasonable steps to make the client aware of the arrangement before acting, as NSW Fair Trading explains (checked September 2026).

This is general information, not professional or legal advice.

Our practice receives a commission if you choose to connect your utilities through our comparison partner. Using them is entirely optional.Example disclosure line for your engagement letter or email
Who is behind this

The people and sources behind this page

Written and reviewed

[Author name][Role], [X] years arranging connections
[Reviewer name][Role], reviewed 16 September 2026

The operation

Based in
Level 2, 134 Flinders Street, Melbourne
Connecting since
2017, over 200,000 Australians
Panel includes
EnergyAustralia, ActewAGL, Momentum Energy, Powershop, Shell Energy, Blue NRG, Dodo, OVO Energy and more
ABN
66 168 166 667
Questions

What accountants ask us

The first question clients ask is usually whether switching or connecting will cost them anything. The comparison itself is free, and a plain guide to what the client pays for a connection covers any retailer or distributor charges, so you can answer confidently without looking anything up yourself during a busy client meeting.

Still have a question?Talk to the partner team, Monday to Friday, 9am to 8pm AEST.1300 362 580

Can accountants earn referral commission?

Yes, subject to your professional body's rules on referral fees and benefits received from third parties. Those rules apply however small the amounts are, so confirm your position before you begin. We supply the arrangement in writing for your file.

What advisory services can accountants add?

A free, independent utility comparison for clients moving home or premises, including business energy through specialist retailers. There is no advice for you to give and no liability attached to the referral itself.

Do accountants have to disclose referral arrangements?

Generally, yes. Disclose that you receive a commission if the client connects, and that they are free to use any provider. Your professional body sets the specifics, so check its code before you start.

Is this worth the compliance effort for a small practice?

Only if the volume is there. If a handful of clients move each year, the disclosure paperwork may outweigh the return. Run the estimator with realistic numbers before deciding.

Do you compare business energy?

Yes. Business electricity and gas are compared through specialist retailers, and a commercial client's existing rates can be checked without a move.
Become a partner

Tell us about your practice

We call back within one business day. Nothing to sign to have that conversation.

  1. We call you backTo understand your client mix
  2. You get it in writingCommission schedule and disclosure wording
  3. You start referringUsually within two business days

No obligation. Details are never sold.

Thanks, we have your details.

A partner specialist will call within one business day.

A small line, honestly earned

Worth setting up if the volume is there. Run your real numbers, then add one link and let the call, the comparison and the booking be handled, with commission on each connection. Start with a single referral to Move-In Connect and see how it runs.