About Us
Clarity. Confidence. Action.
Our Mission
Managing a Self-Managed Super Fund can feel complex, fragmented, and overwhelming. Our mission at SMSF Intelligence is to make the SMSF journey clear, accessible and practical for every everyone without the jargon, confusion, or mixed advice that so many people encounter.
As a newbie to SMSF, an existing SMSF trustee, a mortgage broker, or an SMSF professional, you can rely on SMSF Intelligence for clarity, a connected network of SMSF experts, and practical support to navigate the SMSF journey with confidence.
We realised there needed to be a simpler, safer and more guided path to SMSFs. So we built SMSF Intelligence.
Our Story
Most Australians who look into an SMSF quickly realise the same thing, the rules aren't only confusing, it's the process too. You might end up having more questions than answers. Others get pushed into an SMSF for the wrong reasons. And many more simply don't know which professionals to trust or where to start.
We created SMSF Intelligence to change all that.
Josh Foo and Lucas Seow lead SMSF Intelligence, bringing together a depth of experience in SMSF lending, property finance, and advisory services.
Our work in the mortgage and financial services industry exposed a problem we see time and time again. People want to explore SMSFs but the journey was fragmented, slow and full of potential dangers.
Good SMSF accountants and other experts were hard to find. Mortgage brokers were left trying to solve issues that weren't theirs. And everyday Australians were left to piece it all together on their own.
We realised there needed to be a simpler, safer and more guided path. So we built one.
We created SMSF Intelligence because we saw too many people overwhelmed by the process of managing their super, unsure who to trust or where to start. Our background in finance gives us practical insight into how SMSF decisions translate into real-world outcomes, especially around lending and property. That experience helps us ask the right questions, connect ordinary people with the right professionals, and help them make informed choices with confidence.
Meet Our Leaders
Josh Foo
Founder & MD
SMSF Intelligence
Josh Foo is the Founder & MD of SMSF Intelligence. Having worked with SMSF advisers across Australia, he understands the practical challenges of acquiring properties in SMSF. Previously, Josh was a commercial advisor, helping businesses improve performance and maximise value ahead of exit.
Lucas Seow CPA
Resident SMSF Expert
SMSF Intelligence
Lucas Seow is a mortgage and SMSF lending specialist who structures finance solutions tailored to your property and investment goals. He simplifies complex SMSF lending and offers strategic guidance for residential and commercial purchases. Lucas provides practical SMSF insights for SMSF Intelligence.
SMSF Intelligence is your concierge in the SMSF journey.
What We Do
We want to make SMSFs easier to understand, easier to set up, and easier to manage with trusted SMSF experts supporting you at every step.
We start with education: Clear explanations, practical guidance, and insights written in plain English.
And when you are ready to take action, our Concierge Team steps in to guide you.
Josh and Lucas at SMSF Intelligence lead the SMSF Concierge Service - we coordinate the SMSF accountants, legal advisors, planners, auditors and the other SMSF experts who knows the rules and poised to help.
You get a smoother, coordinated SMSF setup. SMSF professionals get qualified, well-prepared clients. And everything stays aligned from start to finish.
Our network of SMSF professionals, trusted and experts in their field.
Our SMSF Experts
At SMSF Intelligence, we work with a curated network of independent SMSF professionals who are trusted and recognised experts in their field.
Some contribute learning content and articles to our site, while others provide guidance and advisory support to our team and our clients.
To uphold quality, privacy and alignment between clients and specialists, we don't list our full network publicly.
Instead, our Concierge Service carefully matches each client to the most suitable expert at the right time, ensuring alignment with the client's goals, circumstances, culture, location and other preferences.
By managing these curated introductions, we preserve client experience and qualify the right clients to the right specialists, allow everyone to focus on what truly matters: securing high-quality SMSF outcomes.
SMSF Intelligence is designed to make Mortgage Brokers look good and help their clients move forward with confidence.
Many Mortgage Brokers want to help clients who are exploring SMSFs, but don't have (or can't trust) the specialist network to support them.
We fill that gap.
Brokers refer clients to us for the SMSF setup, we coordinate the professionals, and once the fund is established, the client returns to the broker for the next step of their loan journey.
It's frictionless, compliant and partner-friendly, designed to make brokers look good and help their clients move forward with confidence. Learn more >
