Intelligent SMSF solutions helping you to

better engage with your clients.

build better client relationships.

grow your business.

A complete administration solution enabling advisers to deliver SMSF services to their clients.

— Built by Advisers for Advisers. This is our story.
Experienced team
An award-winning team of technical experts and SMSF specialists.
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Technology Driven
Dedicated platform with best of breed integrations to redefine digital interaction.
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Data Accessibility
Provide high quality advice with over 150 automated data feeds.
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Trusted Support & Service
Efficient, in-sourced processes and support, right here in Australia.
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A more effective way to service your clients
starts with a more intelligent operation.

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

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We are an award-winning team!

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How we help
you grow your business

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.

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

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.

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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.
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Don't just take our word for it!

What our Advisers have to say

Scott Forbes
Clan Capital

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Shan ZavahirSacha BurchgartJoshua Stega
"It has been a pleasurable experience since changing over to you. The staff with whom we have dealt with and the transition has been seamless and I would like to personally thank Rob McAskill for providing his technical expertise when required. Great people to work with."
Shan Zavahir
Platinum Strategies
"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
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.

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Burcheart
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Clan Capital
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JAS Wealth
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Elston
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GPS Wealth
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My Wealth Solutions
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Platinum Strategies
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Quill Group
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WD Nicholls

Start incorporating intelligent operations into your business today!

Join over 100 other Advisers who are already partnering with Intello to help them streamline and scale.

Looking for thought-provoking content to help you grow?

Our team take the time to write and collate valuable content and insights that will help you think differently, challenge the status quo and evolve your business operations.