Private beta — request access via email

Glossary

RCTI

Recipient created tax invoice: the GST document your aggregator issues on your behalf each commission run, listing every upfront, trail, clawback and fee line for the period.

Under Australian GST rules the party receiving a supply can issue the tax invoice instead of the supplier, provided both sides agree in writing. Aggregators use this arrangement because they, not the broker, know exactly what commission the lenders paid. The result is the RCTI: a statement generated by the aggregator that doubles as the broker's tax invoice for the commission earned.

An RCTI lists each loan's commission line for the period: the lender's gross payment, the aggregator's share, and the amount paid to the broker, usually shown ex-GST and inc-GST. It also carries the negative lines, clawbacks and fee deductions, and often a summary of new settlements, discharged loans and loans in arrears. Most aggregators export it as a spreadsheet, and that spreadsheet is what MyLoanBook reads.

The RCTI is the only complete record of a broker's trail income, which makes it the right document to reconcile every month and the one a buyer will ask for when valuing the book.

What the columns usually mean

  • Lender payment: what the lender paid the aggregator, before splits
  • Commission GST inclusive: what you receive, including GST, after the split
  • Payment type: TRAIL, UPFRONT, DISCHARGED, ARREARS or a fee
  • Settlement date: the date the clawback clock started

Frequently asked questions

Which figure on the RCTI is my income?

The GST-inclusive commission paid to you after the aggregator split. The lender payment column is gross and includes the aggregator's share, so reporting from it overstates income.

How long should I keep RCTIs?

At least five years for tax purposes, and indefinitely if you intend to sell the book, since buyers ask for multi-year history.

General information only — not credit advice. Figures are indicative estimates and may not reflect your circumstances. Consider seeking advice from a licensed professional before acting on this information.

Last reviewed 05/09/2026 · Not yet verified against lender material