Self-managed Super fund accounting

For Individuals

Switch to Intello

What’s smarter than selecting the accounting team that’s been trusted by financial advisers for decades?

What We Do

Intello’s SMSF accounting specialists will work with you or your adviser to ensure a seamless experience. 

Your SMSF accounting, auditing and reporting will be completed, end-to-end, according to best practice, including:

  • SMSF Set up
  • Switching your Fund to Intello
  • SMSF Compliance and Day-to-Day administration
  • Preparing a fund for Audit Review
  • Obtaining Valuations
  • Processing Benefit Payments/Rollovers out
  • Reconciling Contributions
  • Managing Pensions
  • Maintaining & Updating Fund Trust Deeds
  • Facilitating Trustee Changes
  • Winding up an SMSF

Why Intello?

Independence
We don’t dictate how to invest your money or what banks, brokers or investment platforms you need to use.
 
Where we believe there is an option that saves you time and money, we will point this out for your consideration.
Less Paperwork
We are experts at streamlining SMSF.
 
With the broadest range of automated transaction feeds from banks, brokers and investment platforms, we make it is easier, faster and more cost effective to keep your SMSF accounts up to date.
Fantastic Support 
We have an experienced team of tax accountants and SMSF specialists ready to take your call. 
 
Knowledgeable support is available from Intello on tap. 
 
Simple Fee Structure
Our fixed fee packages are driven by the accounts and investment platforms you use.
 
Where your SMSF falls outside the packages we can tailor a fee to suit your SMSF.
 

How We Work

Getting started

Your dedicated account manager commences on-boarding.

Need to switch?

Intello will perform all work necessary for set up, or to transfer an existing SMSF matter to our team.

 

Switch to Intello

24-7 access & real-time updates

You gain access to our award winning client portal. This provides 24-7 online access to your account information and the team at Intello. 

Real-time updates on the status of your account will be provided as we satisfy your SMSF accounting and compliance requirements

Happy family days. Waist up of a cheerful retired man using tablet and sitting at the table while resting together with his loving wife at home

You'll Feel...

Confident

that you're backed by Australia's best in SMSF Accounting.

Supported

by our attentive team.

Focused

on your investments.

More about our Client Experience...

Need to Know More?

Intello offers complete transparency when it comes to our SMSF Accounting services.

Leave your details or contact us to discuss your budget and our costs.