Rely on Intello for wholesale SMSF services that are simply, first-class.
Quality is the focus of our SMSF support services, so that everything for you becomes seamless.
This is how Intello’s wholesale SMSF has become one of the most popular solutions with professionals that demand the highest standards in SMSF support for their clients and their business.
By collaborating on your service delivery with Intello, you’ll gain the strength of a national team of SMSF experts and the best in tech, including CLASS software.
This puts you in a stronger position to satisfy your business objectives.
You will have more time, focus and more satisfied clients. Intello firms are also confident that they’re backed by the reliable team at Intello.
Intello performs all essential SMSF services on behalf of your firm, including:
Maintaining Trust Deeds
Facilitating Trustee Changes
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How We Work
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.
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.