Migration agent record keeping requirements: a practical checklist
Every record the Code of Conduct asks you to keep on a client file, with the section it comes from and the 7-year retention rule.
Read the guide →AGENTDS / GUIDES
Practice guides
Compliance and visa workflow guides for Australian migration agents and agencies. General information, not legal advice.
File notes for migration agents, with a free template
Why file notes matter under section 55, what a good file note contains, and a free plain-text template to copy.
Read the guide →The migration agent client service agreement: what to have in place before you start
What the Code of Conduct requires before work starts, what a well-drafted agreement covers, and how to keep the record against the client.
Read the guide →Partner visa workflow for migration agents
Running 820/801 and 309/100 matters from enquiry to decision: stages, documents, the dates to track and the set-up.
Read the guide →Employer sponsored visa workflow for migration agents
Keeping sponsor and worker in step on Skills in Demand 482 and 186 matters: sponsorship, nomination and visa stages, and the key dates.
Read the guide →Student visa workflow for education and migration agencies
Running course and subclass 500 visa work side by side: CoE, Genuine Student evidence, OSHC, visa conditions and expiry.
Read the guide →