MORTGAGE BROKERS
Supporting Mortgage Brokers through Education and Clarity.
Why SMSF Intelligence Matters for Brokers
Many mortgage brokers encounter clients exploring SMSFs who are unsure about the setup process or how SMSF considerations intersect with lending.
SMSF Intelligence provides neutral, educational resources to help brokers and clients understand general SMSF topics, processes, and professional roles.
Our platform clarifies typical considerations and timelines so brokers can confidently discuss SMSF matters without providing personal financial, legal, or tax advice.
How Brokers Can Engage
1. Share the Website
When clients have SMSF questions, mortgage brokers can direct them to SMSF Intelligence for general, independent educational resources while keeping to their professional scope. The service is free for both brokers and clients.
2. Optional Guidance
If a client seeks further clarity, SMSF Intelligence can explain the typical professional roles involved in SMSF setup. At the client’s request, we may facilitate introductions to licensed SMSF professionals on our curated panel, who understand and respect your broker-client relationships.
3. Keep Your Role Central
Clients remain connected to you as their mortgage broker throughout the SMSF journey. You retain the primary relationship and continue supporting their lending needs.
Support your client through the SMSF journey
The Benefits
☑ Keep Clients Informed
Provide access to clear, independent educational resources about SMSF structures, processes, and timelines.
☑ Facilitate Smooth Conversations
Help clients explore general considerations so they are better prepared to engage licensed accountants, auditors, or legal advisors.
☑ Protect Your Client Relationship
By sharing our independent platform, you reduce the risk of your clients being redirected elsewhere during the SMSF journey. Clients remain connected to you as their primary adviser.
☑ Save Time On Education
Reduce your time spent answering general questions while ensuring your clients receive accurate, unbiased guidance.
☑ Optional Professional Introductions
Where requested by the client, we may introduce licensed SMSF professionals from our curated panel. Panel professionals provide advice only within their own discipline and agree to respect the roles of other professionals and existing client relationships throughout the SMSF process.
☑ Education-Only Approach
Our platform provides guidance and insights, not personal financial, legal, or tax advice. (SMSF Intelligence does not manage SMSF setup or loan execution for clients.)
Supporting Brokers
INTEGRITY
YOUR REMAIN THE PRIMARY ADVISOR
Clients stay remain connected to you, always. SMSF Intelligence provides education and neutral guidance only.
TRANSPARENCY
CLEAR FUNCTIONS
You maintain your relationship with the client throughout. Our role is to clarify SMSF topics, not to manage or advise clients.
SAFETY
REGULATORY COMPLIANCE
Professional SMSF services (if requested by users) are delivered by licensed SMSF professionals on our curated panel. SMSF Intelligence does not provide financial, legal, or tax advice.
TRANSPARENCY
UNBIASED AND INDEPENDENT
We do not offer loans, financial products, or competing services. Our focus is purely on education and guidance.
SAFETY
RESPECTING BROKER BOUNDARIES
Where requested by users for SMSF setup support, we may connect them to licensed SMSF professionals on our curated panel who respect mortgage broker roles and boundaries throughout the SMSF process.
INTEGRITY
RESPECTING YOUR RELATIONSHIPS
Any client referred for education remains your client. SMSF Intelligence does not claim ownership of the relationship.
HOW TO PARTICIPATE
Help Your Clients Explore SMSFs with Confidence
Mortgage brokers can register to refer clients for independent SMSF education and support.
Many clients exploring SMSFs encounter uncertainty around the setup process. Without clear, general guidance, they can feel overwhelmed or seek advice from less reliable sources.
SMSF Intelligence provides neutral, unbiased educational resources to help clients understand the SMSF journey, common structures, and the roles of SMSF professional roles before formal engagement. This supports more informed and productive conversations when they discuss SMSF lending with their mortgage broker.
Clients gain clarity on the SMSF process and professional roles, while you remain the client’s primary adviser throughout the lending and broader advisory journey.
Your information stays private, reviewed only by the SMSF Intelligence Team.
Mortgage brokers with SMSF lending experience who want access to clients seeking SMSF finance can apply to join our curated network of licensed SMSF professionals.
▶️ Apply to join >