MORTGAGE BROKERS
GET YOUR CLIENTS SMSF READY (WiTHOUT the Friction)
Why Mortgage Brokers Partner With Us
More clients are asking about SMSFs, but few brokers have the time or resources to manage the SMSF setup for their clients.
We take care of the SMSF setup for your clients, coordinating SMSF accountants, lawyers, and other licensed professionals from our trusted network so that your clients are returned to you ready for their SMSF loan.
You keep control of the relationship and loan opportunity.
We handle the rest.
How It Works
1. Make Introduction
When a client asks about SMSFs, you simply refer them to us.
We can operate white-label under your brand, or under SMSF Intelligence, whichever you prefer. (This service is free to the broker and client)
2. We Handle The Setup
Our team coordinates the entire SMSF set-up process with our ecosystem of trusted SMSF professionals, ensuring full compliance and speed. Your client gets a complete solution, and you get updates at every stage.
3. You Stay In Control
Once the SMSF is set up, you continue as their trusted mortgage broker to write the loan. If you'd rather not handle SMSF loans yourself, a trusted broker from our curated SMSF network can take over, with you sharing in the revenue.
We take your client from interested in SMSF to fully SMSF-ready
Why It Works
☑ Stop Losing Clients Midway
Before you can write the SMSF loan, your client must first have their SMSF established. When clients go elsewhere to set it up, you risk losing that relationship to another broker.
☑ Stay in Control of the Process
Without a structured, trusted SMSF setup pathway, other accountants or SMSF advisors might guide your customers elsewhere, or give poor advice that is not in your customer's best interest. We keep you at the centre of every step so you retain influence and oversight.
☑ Offer a Complete SMSF Solution
Position yourself as the trusted expert who can “handle everything.” Our team works quietly in the background (under your brand if you wish), while you remain the client’s primary adviser.
☑ Save Time & Work
Coordinating accountants, planners, and lawyers is time-consuming and often unrewarding. We manage all communications, compliance, and workflow, letting you focus on what matters most: your customer and their loans.
☑ Enhance Confidence & Trust
Your customers are more likely to proceed with their SMSF loan when you provide a seamless, worry-free solution. You become the trusted orchestrator, not the broker who sends them elsewhere.
☑ Optional SMSF Services Available
If you want, your customers can also access our other professional services (at your discretion) including property consultants and buyers’ agents, through our trusted ecosystem of SMSF experts. This is fully optional and easy to delegate.
☑ Loans Done For You If Desired
If you prefer not to write the SMSF loan yourself, an experienced broker on our experts panel can write the loan, and you'll receive 50/50 of the upfront revenue, ensuring you benefit without the work.
☑ Add a High-Value Service With No Work
Expand your offering without more work. We do the SMSF coordination while you maintain the relationship and the loan opportunity.
☑ Grow Your SMSF Books
More Australians are using SMSFs to invest in property each year. Partnering with us positions your brokerage to capture this growing market ahead of your competitors.
☑ Boost Conversion Rate
By offering an SMSF journey to your customers supported by an ecosystem that you trust, you reduce drop-offs and avoid losing clients due to inaction, confusion, or external referrals.
Our Promise
INTEGRITY
WE NEVER POACH YOUR CLIENTS
You stay in control. We only handle the SMSF setup. Any other services are optional and approved by you.
TRANSPARENCY
FULL VISIBILITY AT EVERY STAGE
You remain the client’s main contact while we coordinate the process behind the scenes.
SAFETY
COMPLIANCE ASSURED
All SMSF setup is handled by licensed professionals on our trusted panel. We never provide financial advice.
INTEGRITY
NO CROSS-SELLING OR COMPETITION
We ONLY do what you asks, never more. We will never offer loans or sell other services to your clients (unless you asks us to)
SAFETY
TRUSTED ADVISORS, CAREFULLY MANAGED
Our SMSF specialists operate under strict non-circumvention agreements so that your interests are protected
INTEGRITY
YOURS, NOW AND IN THE FUTURE
All referrals are securely recorded. If your client reconnects with us later, they are still recognised as your client, always.
FOR MORTGAGE BROKERS
Fully SMSF-ready client returned to you
Fill out the form to register your interest in partnering with us or to refer a customer.
More clients are exploring SMSFs, but setup friction can lead to delays or even cause them to give up. Worse still, your clients may be steered toward other brokers by their SMSF advisers, and never return.
Our SMSF Setup Concierge removes these frictions and risks, ensuring your clients are SMSF ready and returned to you fully prepared for their SMSF loan.
We handle the SMSF setup. You keep the client and loan opportunity.
Your information stays private, reviewed only by the SMSF Intelligence Team.
If you are a mortgage broker with proven expertise and wish to join our trusted network for SMSF loan opportunities, please follow the link below:
Join our network of SMSF Professionals >