The size of the sector
The ATO's March 2026 figures count 672,805 self managed super funds with 1,239,977 members and $1.06 trillion in assets. Listed shares make up 26% of those assets and cash and term deposits 16%. Property is a smaller slice, and 85% of members are aged 45 or older, which shapes who enquires: established people with a fund balance, not first time investors.
Why the enquiry is different
A fund loan turns on the fund, not the person alone. The trustee structure, the fund's balance and contributions, the trust deed and the lender's appetite all matter before the property does. The record is built to surface those before the call, because a fund with the wrong deed or too small a balance is a conversation that ends in the first ten minutes.
- Whether the fund exists yet, and whether it has a corporate trustee
- Approximate fund balance and regular contributions
- Whether the enquirer has an accountant or adviser already involved
- Property type and price range, residential or commercial
- State, timing in their own words, and the consent record
What we check, and what we do not advise
Every enquiry is phone verified by SMS, checked for duplicates and screened on finance with up to 98 data points before delivery. We do not give financial advice, we do not assess whether a fund should borrow, and we do not approve anyone. The broker and the lender do that. Our job is to keep enquiries that cannot proceed out of your diary.
Related lead types
Investors borrowing in their own name are covered under investment loan leads. Funds buying business premises overlap with commercial loan leads, which describes what a commercial record carries.
Pricing
A fixed cost per lead agreed before the campaign runs, no retainer, no lock in. Records are exclusive to you and delivered live into your CRM. Invalid leads are reviewed within five business days and replaced or credited when confirmed. Volume is not promised, and for fund lending it is usually low by design.