How to run a migration agent practice in Australia.

1. 1

   Win and onboard the client

   Enquiries go cold when follow-up depends on memory. Put every enquiry in one pipeline, send the agreement for e-signature from your own template and collect documents through a portal.

   • Enquiry to client without admin
   • Client portal

2. 2

   Choose the right software

   A general CRM tracks leads. A migration practice also carries client money, service agreements, deadlines and ImmiAccount forms.

   • What a migration agent CRM should do
   • Checklist before you commit
   • Software compared
   • Centrio against each alternative

3. 3

   Handle client money correctly

   Fees, client accounts, invoices, receipts and refunds are among the areas where the Code of Conduct is most specific.

   • The seven rules solo agents get wrong
   • Client money ledger

4. 4

   Never miss a date

   Section 33 of the Code of Conduct makes knowing your clients' deadlines a duty. Calendars fail because dates are not tied to the matter.

   • Tracking every date that matters

5. 5

   Keep the records regulators ask for

   Missed deadlines, missing records and unsigned agreements are behind many OMARA cautions.

   • The admin failures behind OMARA sanctions
   • Where the real costs sit

6. 6

   Stay ahead of rule changes

   Processing priority, Ministerial Directions, fees and state nomination programs all moved in 2026. Know which rule applies to which file.

   • Which Ministerial Direction applies
   • Staying ahead when rules change
   • Glossary of agent terms

General information, not migration or legal advice.