Client consent
Introductions should be transparent and made with the client’s authority.
Referral partners
Build a referral channel around client fit, not lead volume.
SME Capital Partners is preparing a professional referral network for accountants, advisers, brokers and industry groups. Formal commercial arrangements will only be introduced after the relevant compliance position is finalised.
What matters
Start with the commercial reality.
Funding should address a defined business need and sit within a credible plan for the company after the facility is advanced.
Accurate information
A useful referral explains the business purpose, amount, trading position and urgency without overstating the client’s eligibility.
Professional boundaries
Tax, legal, accounting, restructuring and R&D advice stay with appropriately qualified advisers.
Who may fit the future network
Accountants, tax practitioners, restructuring advisers, R&D specialists, commercial brokers, industry associations and other professional advisers serving established Australian SMEs.
What makes a useful introduction
Business name and industry; approximate funding purpose and amount; key timing; whether the business is trading; and the right decision-maker contact. Sensitive information should not be sent casually by email.
No affiliation implied
Being on a pre-launch information list does not create an agency, partnership, authorised representative relationship or approved referral arrangement.
Commercial terms later
Any future referral fees, disclosures, conflicts-management process and marketing permissions will be documented before the program goes live.
Official sources & further reading
General information only. This page does not constitute legal, tax, financial or credit advice. SME Capital Partners is in pre-launch and is not currently offering or approving credit through this website.