Australian Referral Agreement Drafting

Define the intended customer, service, introduction method and evidence of a qualifying lead. Explain how existing customers, duplicate introductions and rejected leads should be treated. Clear attribution instructions let the draft describe an objective referral process rather than leaving commission entitlement to an undefined introduction.

Specify whether a fee arises on introduction, contract signing, payment or another agreed event. Include the calculation, GST instructions, recurring entitlement and treatment of refunds or cancellations. Check the examples and reporting process so both parties can determine the same fee from the same facts.

Describe the personal information shared, the reason for sharing, how the customer is informed and any consent process. Identify the referral channels and marketing follow-up. A privacy review can assess which permissions and notices are needed; the agreement itself does not establish that the customer has consented.

Describe the referrer's actual activities, including any recommendations, negotiation or handling of money. A referral fee arrangement does not itself provide a licence or authority to bind another party. Obtain legal review where the service is regulated or the intended role extends beyond making an introduction.