SMSF administration for Advisers & Accountants

SMSF Administration for financial professionals

SMSF. solved.

Drive profitability.

SMSF. solved.

Increase efficiency.

SMSF. solved.

Deliver to your clients.

EXPLORE SOLUTIONSEXPLORE SOLUTIONS

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

Experienced team

An award-winning team of technical experts and SMSF specialists.

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Technology Empowered

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 financial professionals to look after their clients. Our SMSF + non-SMSF solutions were developed to fill this business need for Accountants and Advisers. Partnering with Intello allows you to focus on building meaningful relationships and provide value-adding advice.

Kris Kitto

Relationship Manager | Executive Director

What the financial professionals we work with 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

How we revolutionise
your business and operations

SMSF Admin
Portfolio Admin

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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Turn your client experience
into an engaging interaction.

Deliver a better experience and improve customer retention by partnering with Intello and utilising our 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.

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 team and business operates. This means you can 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.

TRANSFORM MY BUSINESSTRANSFORM MY BUSINESS