INTEGRATED PARTNER
Administration and Audit
  • Selected investment accounts or platforms Intello has integrated with.
  • Contact us for eligible accounts & platforms.
ESSENTIALS
Administration and Audit
from $135 /month
  • Total Annual Administration Fee, including Audit: From $1,620 per annum
  • Contact us for all inclusions.
PLUS
Administration and Audit
from $175 /month
  • Total Annual Administration Fee, including Audit: from $2,100 per annum
  • Contact us for all inclusions.
  • Preparation of annual financial statements and SMSF annual tax return
  • Daily processing of SMSF transactions
  • 24/7 online access for you and your clients
  • Your custom branded and dedicated adviser portal
  • Technical SMSF support from our specialist team
  • Dedicated account manager to assist you and your clients
  • Preparation and lodgement of all activity statements
  • GST registration
  • Pension administration
  • Events-based reporting (TBAR)
  • ASIC registered agent service for trustee companies
  • All fees are quoted inclusive of GST
  • We reserve the right to levy additional fees for work outside the above inclusions – for example administration for the implementation of complex strategies or ATO audits. In these cases we will quote and agree to any additional fees upfront before commencing the work.
Additional Services Available
Independent Audit
Intello Preferred Auditor
Contact us for pricing
BYO Auditor
Intello Audit Facilitation Fee
Contact us for pricing
Tax Lodgement
Intello Tax Agent
Contact us for pricing
Tax Lodgement
Own Tax Agent
Contact us for pricing
Segregated Fund
Accounts or Tax Segregation
Contact us for pricing
ASIC Registered Agent
Virtual Registered Office
Contact us for pricing
Fund Wind Up
De-registration of SMSF
Contact us for pricing
TBAR Reporting
Event-based Reporting
Contact us for pricing
Actuarial Certificate
Account Based
Contact us for pricing
Actuarial Certificate
Defined Benefit
Contact us for pricing
BAS Lodgement
Quarterly GST Returns
Contact us for pricing
BAS Lodgement
Annual GST Return
Contact us for pricing