SMSF & Non-SMSF administration for Advisers & SMSF Professionals

We believe that there is a smarter way for Advisers to look after their clients. We found that Advisers were frustrated with the lack of effective Adviser-centric tools and services to help them grow their business. Our SMSF + non-SMSF solutions were developed to fill part of this specific business need. Transforming administrative processes through innovation and efficiency to allow you to focus on building meaningful relationships and providing value-adding advice.

Kris Kitto

Relationship Manager | Executive Director

What our Advisers have to say

"I have been incredibly impressed by the quality of service, assistance, and information provided to me. I definitely consider the team to be an extension of my business. After many months researching the different SMSF Administration solutions out there, I thankfully came across Intello."

Sacha Burchgart

Burcheart

"Working with Intello has resulted in a huge boost to our business. Not only are they experts in their field, they are passionate about what they do and are always looking for ways to improve their offering. Their skill level is such that they have been able to help with complex superannuation situations, when other firms could not."

Joshua Stega

JAS Wealth

“The technology is like a breath of fresh air and makes the daily management of our funds so easy, response times are great and the staff so supportive and pleasant to deal with. With Intello in the background I feel I now have the capacity to grow that part of our business and look forward to a long and mutually beneficial relationship."

Kane Dalley

Sterling Advice

Scott Forbes

Clan Capital

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LET'S WORK TOGETHER!LET'S WORK TOGETHER!

How we help
you grow your business

SMSF Admin

Spend less time on managing administration and compliance and more time on growing your business. Our efficient, end-to-end SMSF administration allows you to focus on providing high-value financial expertise to your SMSF clients.

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Portfolio Admin

Don’t be burdened with maintaining records and paperwork. Get clear, accurate and timely investment information through our sophisticated investment reporting and administration service.

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Estate Planning

Estate planning is essential when it comes to protecting your client’s legacy. Our soon to be launched estate planning solution will enable you to deliver this high-value add-on service to ‘complete the circle’ with your clients.

COMING SOONCOMING SOON

Turn your client experience
into an engaging interaction.

Deliver better experience and improve customer retention with our purpose built Adviser Portal. Send, track, execute, and manage all of your client’s important documents, notes and data in one place, allowing you to get the information you need, when you need it.

Visualise and connect your client to their financial position. Effortlessly provide actionable, high value advice.

A synergy between human efficiency and technology.

Unlock your potential.
Provide more value to your clients.

We have developed a simple and intuitive solution that integrates with your software and streamlines the way your business operates. Focus more time on providing high-value financial expertise to your clients and less time on managing administration and compliance.

Onshore solution

We don't offshore, we never will. Scale with confidence knowing all work is completed here in Australia.

Innovative Processes

We continually refine and adapt our processes utilising automation and technology.

LET'S WORK TOGETHER!LET'S WORK TOGETHER!

Get thought-provoking content.

From time to time we will send out the latest industry news, insights and content to help you grow your business.

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We are an award-winning team!

People who have partnered with us!

Here are some of our awesome clients.

We are proud to feature some of our great clients. We love working with forward-thinking advisers to help them see the SMSF part of their business really take off. If you’d like to be a part of this, please contact us.

LET'S WORK TOGETHER!LET'S WORK TOGETHER!