Intello Named Finalist For Two SMSF Industry Awards

Once again, the SMSFAdviser’s annual SMSF Awards has nominated Intello a finalist in two categories this year. Recognising excellence in SMSF Services, Intello is a finalist in the “SMSF Administrators” category for SMSF management services executed on behalf of financial services businesses and trustees across the country.  Intello is also shortlisted for the “SMSF Administration […]

Another Director’s ID Deadline is Approaching: Register by November 30

Another deadline related to Director IDs is fast approaching.  A Quick Re-cap: A director ID is a unique identifier that a director will apply for once and keep forever. This initiative has been introduced to prevent the use of false or fraudulent director identities. All directors of a company, corporate trust, registered Australian body, registered […]

SMSF End of Year Planning Guide – 2022

As the Financial Year is drawing quickly to a close, the team at Intello thought you may appreciate a checklist of items that need to be checked off by July 1. If you have any questions, contact the Support Team: admin@intello.com.au. 1. Reduced Pension Drawdown Acknowledging that members may have seen their account balances reduce as […]

Analysis: the 2022/2023 Federal Budget

Last night the Treasurer, Josh Frydenberg, released the Government’s 2022-23 Budget. It featured a range of proposed measures including an extension of the 50% reduction to account-based (SMSF and Superannuation) income stream payments, targeted tax relief, and social security and aged care changes.     For a change, there was very little said about Superannuation, apart from […]

3 Steps that’ll Get Your Google Ratings Higher

Now that you’ve created your Google My Business Profile, it’s time to aim for a fabulous star rating – or at least, one better than your nearest competitors. That’s because positive reviews directly influence sales. Research demonstrates that 84% of people trust online reviews as much as personal recommendations and 90% of people read reviews […]

3 Reasons Why Advisers Should Remain Involved in a Client’s SMSF Admin

While most advisers attend to the investment needs of a client’s SMSF, only a few remain involved in the administration of their client’s SMSF.  Without full visibility into SMSF accounting processes however, clients may be paying excess costs or missing opportunities for timely advice and the benefits therein. Many advisers don’t believe they have the […]

What Happens When you Google Your Business? Simple tips to build a free new-client-magnet.

As straightforward and simple as the following pointers may seem, these will help distinguish your financial services business from competitors and appeal to critical emerging markets. Our last article in the new Marketing Foundations Series highlighted the importance of trust when seeking to build business opportunities with new markets. Research has regularly demonstrated how often Aussies […]

SMSF News & Alerts: September 2021

Changes to Actuarial Certificate Requirement Laws have recently changed which means superannuation trustees no longer need to obtain an actuarial certificate when calculating exempt current pension income. Here’s an article with more detail on the changes to actuarial certificate requirements. SuperStream is Mandated for Rollovers as of October 1 2021 As of 1 October 2021, […]

Quick Tip From Intello – ABN/TFN Application

We have a bunch of experts in self-managed super at Intello. Here’s something worth consideration from someone regarding the setup process. When setting up a superfund, the ABN/TFN application can be delayed (sometimes greater than 28 days) if the member details haven’t been updated on their individual TFN. This will typically occur in the event […]