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Websites.

Websites for SMSF lending brokers.

The page an accountant reads before deciding whether to send you their trustee clients.

A website for an SMSF lending broker has two audiences: the trustee working out whether the fund can borrow, and the accountant deciding whether to refer. Both are reading for competence and for where you draw the line between lending and advice. The pages are built to show both, and the compliance layer is built in from the start.

What they type.

SMSF trustees arrive with an accountant's question and no lender.

SMSF traffic is small and deliberate. These are the questions that bring a trustee to your site, and most of them have already had part of the answer from somebody else.

Every one of them is a lending question wearing a superannuation coat. The site's job is to answer the lending half clearly and to be obvious about where the accountant's half begins.

Shown as searches, because that is what they are. None of it is ad copy, and none of it is written as a headline.

The pattern.

Where agencies go wrong.

The first mistake is the template. A template broker site has no SMSF page at all, or it has a paragraph that could have been written by anyone. An accountant deciding whether to refer their trustee clients reads that paragraph and moves on.

The second is the missing compliance layer, and in SMSF it is the sharpest version of the problem. Copy that reads as advice about the fund, the words adviser or planner used loosely, no Best Interests Duty statement and no licensing block. That is a page that should never have gone live.

The third is speed and the bolted-on calculator. A generic borrowing calculator on an SMSF page is worse than none at all, because the fund's borrowing does not work the way the calculator assumes, and a wrong number in front of a trustee costs you the accountant behind them.

The method.

How the site gets built.

  1. We lead with the lending question above the fold, not with your logo.

    Whether the fund can borrow, what a lender wants to see, which lenders still write these. That is your half of the conversation, and putting it first is what tells both audiences you know where your half ends.

  2. We build a calculator that captures the enquiry instead of ending the visit.

    Where a calculator is appropriate it is built into the site, framed for the lending question rather than a personal loan scenario, carrying the estimate-only and subject-to-lender-criteria wording. Where it is not appropriate, it is left off and an enquiry path takes its place.

  3. We build the compliance layer in rather than bolting it on afterwards.

    Best Interests Duty statement, licensing and credit representative block, privacy, terms and complaints pages, and copy that never strays into advice about the fund or uses restricted titles. This is the niche where the compliance layer is the product.

  4. We measure the speed on Google rather than promising it.

    Measured on Google PageSpeed Insights on a mobile profile before handover, with the date attached. An accountant checking you between appointments gives the page a few seconds at most.

The maths.

What one smsf lending settlement is worth

Indicative figures from a working broker's book. A guide, not a quote, and never a forecast.

Typical loan size
$500,000
Upfront on one settlement
$3,250
Trail in the first year
$750
Upfront plus three years of trail
$5,500
Genuine enquiries per settlement
9 to 20
Enquiry to settlement
6 to 16 weeks

Loan size, commission and settlement rate are indicative figures from a working broker's book, last reviewed 2026-09-05. Settlement rate and time to settle are modelled ranges, so they are a model rather than a measurement, and every deal is subject to lender criteria.

The honest split.

Who the site converts, and who still needs you on the phone.

The site can convert them

  • Site

    The trustee sent to find a lender

    They arrive with one question and a page that answers it properly turns them into an enquiry the same visit.

  • Site

    The accountant checking you before referring

    They are reading for competence and for whether you stay on your side of the line. The page is the whole audition.

  • Site

    The trustee whose lender has exited SMSF lending

    They arrive urgent and specific, and the lender question is the only thing they want answered.

  • Site

    The business owner researching buying premises in the fund

    A commercial SMSF page is rare enough that having one is most of the advantage.

Needs you on the phone

  • Phone

    The accountant's trustee client list

    This is the channel for SMSF lending. The site supports it and never replaces it.

  • Phone

    The financial adviser's clients

    They are already inside the fund's decisions. The referral is a relationship, not a search result.

  • Phone

    The administrator's or auditor's network

    A small professional circle that refers by conversation.

  • Phone

    The trustee with a complicated fund

    Too many variables for a page. That is a call, and often a call with the accountant on it.

Both columns are real. A plan that pretends the right-hand column does not exist is a plan that will disappoint you in month three.

The check.

What a healthy site looks like for this niche

Common questions.

Websites for SMSF lending brokers, answered

The lending half: what lenders look for, what deposit the fund generally needs, which loan types exist, and how the process runs alongside the accountant. Then be explicit that decisions about the fund itself sit with the client's accountant or adviser.

Next step.

Start with what your current site is doing.

Ask for the complimentary website audit. A scored report on speed, structure, conversion and compliance signals, read by a working broker, with the SMSF page read for the licensing line specifically. Read it, use it, and book a call if and when it suits you.

Keep reading.

Where to go from here

Written for mortgage brokers. If your book carries commercial or asset finance as well, that page is listed alongside.

One more thing.

Start with what you already have.

Two complimentary audits, both read by a working broker rather than generated and sent. One looks at the account spending your money. One looks at the site the clicks land on. Take either, take both, or skip straight to the start form if you already know.