Wholesale SMSF administration services that are simply, first-class.
Consequently, Intello clients not only save time on SMSF administration. They also gain confidence in their compliance, and the business support and scalability that can help them to grow.
Our SMSF Administration Services
From SMSF establishment to SMSF audits and pensions, Intello performs all essential SMSF administration services on behalf of your firm, including:
SMSF Establishment
Switching SMSF Providers
Compliance
Annual Audits
SMSF Valuations
Rollovers
Reconciling contributions
Managing Pensions
Maintaining Trust Deeds
Trustee Changes
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How We Work
Getting Started
It all starts with your dedicated account manager commencing on-boarding.
Need to switch?
Intello will perform all work necessary for set up, or to transfer any existing SMSF matter to our experts.
First-class support
You’ll gain access to our award winning adviser portal.
This provides 24-7 online access to Intello and your client information.
As we satisfy day-to-day SMSF administration and compliance requirements, you receive real-time updates on your client accounts, seamlessly.
Meanwhile, your SMSF accountant remains available to assist with client enquiries.
A strategic, partnered approach
With Intello, you gain unique opportunities for coaching and strategic advice from experienced financial services partners.
So while we deliver tactics that strengthen your business and delight your clients.
You gain professional development and new business opportunities, in addition to more time and focus with our strategic partnered approach.
Let's Get Started
Contact us. Solve SMSF.