Join Duo Tax
Referral partnership for Mortgage Brokers
Add more value to every property client.
Without adding extra work.
We'll support your clients with tax depreciation, property valuations, construction cost estimates and property insurance, delivered accurately and on time with no headaches.
Duo Tax Partner Benefits Received Anywhere In Australia:
Help your clients unlock meaningful ATO-compliant tax deductions through professionally prepared tax depreciation schedules and property valuation reports.
Turnaround
Fast, reliable delivery with clear timeframes, so nothing interferes with settlement or client momentum.
Access unlimited quotes over the phone or via the Duo Portal before recommending a service.
A consistent point of contact who understands your clients and supports you when timing is critical.
Submit referrals, monitor progress and access reports in one secure place. Everything is streamlined so you can stay focused on settling more deals.
Our Range of Services
Tax Depreciation Schedules are the most common service referred by mortgage brokers, helping clients maximise eligible deductions and improve cash flow after settlement.
Beyond depreciation, you can also introduce clients to additional property services when needed, providing continued support without adding to your current workload. Everything is handled professionally and efficiently, so your clients are looked after long after the loan settles.
Tax Depreciation Schedule
Get started in minutes with our quick online process and receive your client's ATO-compliant schedule fast.
Order NowProperty Valuations
Find out the true market value of your clients' properties for buying, selling or reporting purposes.
Order NowProperty Insurance
Get peace of mind with property insurance that protects property investments against unexpected damage, loss and liability, tailored to suit your clients' properties and how it is used.
Learn MoreConstruction Estimations
Receive accurate construction cost estimation that supports informed decisions during the pre-construction phase resulting in long-term cost savings for your clients.
Learn MoreOur Easy 4 Step Process To Save
Once the property settles, check with the client to see whether they currently have a Tax Depreciation Schedule or need help with any of our other serivces
Get in touch by phone or our online portal, and we will promptly provide a quote for your client.
If your clients choose to proceed, let us know by phone or via the Duo Portal, and we will begin preparing the reports.
Within approximately 5 business days, your clients' reports will be delivered to you and your clients. With the same quality and care we've delivered to 170,000+ satisfied customers.
Why Mortgage Brokers Choose Duo Tax?
Your Qualified Property Specialist
Value
Give your clients access to up to 40 years of eligible depreciation where applicable, including the ability to identify missed deductions from prior years. A practical way to improve cash flow and strengthen your service beyond the loan.
Experience
Trusted by over 170,000 property investors nationwide, our team understands how to support clients clearly and professionally. You can refer with confidence knowing your clients are in experienced hands.
Team
With over 130 combined years of industry experience and a national presence, our team delivers accurate, well-supported reports designed to add value without complicating your process.
Fast
Quick over-the-phone quotes and an average turnaround of 5 business days once payment is received. Fast delivery means no disruption to settlement momentum or post-settlement conversations.
We are Australia's favourite property depreciation and property valuation experts
FAQs for Mortgage Brokers
What services can I refer clients for?
You can refer clients for Tax Depreciation Schedules, property valuations, construction cost estimates and property insurance. Depreciation schedules are most commonly referred to by property investors looking to improve cash flow after settlement. Property valuations can support portfolio strategy, while insurance helps protect investment assets. We manage the entire process directly with your client from start to finish.
Do mortgage brokers receive dedicated support?
Yes. You will have a consistent point of contact who understands the lending environment and broker timeframes. Your account manager provides updates, answers questions and assists with more complex scenarios when required. The goal is to make referrals straightforward and professionally handled.
Will referring clients impact my lending workflow?
No. Our process is designed to run independently of your loan workflow. We communicate directly with clients and work around settlement timelines. Referrals are handled efficiently, so there is no disruption to your lending activity.
Is the depreciation report compliant by ATO standards?
Yes. Our reports are prepared by qualified Quantity Surveyors and delivered in line with relevant guidelines. Documentation is clear, accurate and structured for practical use. You can refer with confidence knowing your clients are receiving professional, compliant support.
Is there a minimum referral requirement?
No. There are no minimum referral numbers or lock-in commitments. You can refer clients as often as it suits your business. The partnership is designed to be flexible and commercially practical.
How do I become a referral partner?
You can join the Mortgage Broker Referral Partner Program by completing the contact form or speaking with our friendly team directly. Once onboarded, you’ll receive portal access and be introduced to your dedicated account manager.
