INTEGRATED PARTNER
Administration and Audit
  • Selected investment accounts or platforms Intello has integrated with.
  • Contact us for eligible accounts & platforms.
ESSENTIALS
Administration and Audit
$125 / per month
  • Total Annual Administration Fee, including Audit: $1,500 per annum
  • All data-fed bank, broker and investment platform accounts. Including:
  • - Cash and Term Deposits
  • - Australian Listed Shares
  • - Managed Funds
  • - Managed Accounts (SMA/IMA)
  • All above accounts must have an available data feed. See below for all inclusions.
PLUS
Administration and Audit
$165 / per month
  • Total Annual Administration Fee, including Audit: $1,980 per annum
  • All data-fed bank, broker and investment platform accounts available in Essentials.
  • Non data-fed investments, including:
  • - Residential Property
  • - Commercial Property
  • - LRBAs
  • - Options / Derivatives
  • - Private / Unlisted Shares or Units
  • See below for all inclusions.
What’s included in ALL our SMSF Administration service packages?
  • 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
Additional Services Available
Independent Audit
Intello Preferred Auditor
$480 Annual Fee, Billed Monthly
BYO Auditor
Intello Audit Facilitation Fee
$240 Annual Fee, Billed Monthly
Tax Lodgement
Intello Tax Agent
$0 Fee
Tax Lodgement
Own Tax Agent
$120 Annual Fee, Billed Monthly
Actuarial Certificate
Account Based
$165 Annual Fee, Billed Annually
Actuarial Certificate
Defined Benefit
$495 Annual Fee, Billed Annually
BAS Lodgement
Quarterly GST Returns
$120 Annual Fee, Billed Monthly
BAS Lodgement
Annual GST Return
$0 Fee
Segregated Fund
Accounts or Tax Segregation
$240 Annual Fee, Billed Monthly
ASIC Registered Agent
Virtual Registered Office
$0 Fee
Fund Wind Up
De-registration of SMSF
$480 Fee
TBAR Reporting
Event-based Reporting
$0 Fee
INTEGRATED PARTNER
Administration Only
  • Selected investment accounts or platforms Intello has integrated with.
  • Contact us for eligible accounts & platforms.
ESSENTIALS
Administration Only
$85 / per month
  • Total Annual Administration Fee: $1,020
  • All data-fed bank, broker and investment platform accounts. Including:
  • - Cash and Term Deposits
  • - Australian Listed Shares
  • - Managed Funds
  • - Managed Accounts (SMA/IMA)
  • All above accounts must have an available data feed. See below for all inclusions.
PLUS
Administration Only
$125 / per month
  • Total Annual Administration Fee: $1,500
  • All data-fed bank, broker and investment platform accounts available in Essentials.
  • Non data-fed investments, including:
  • - Residential Property
  • - Commercial Property
  • - LRBAs
  • - Options / Derivatives
  • - Private / Unlisted Shares or Units
  • See below for all inclusions.
What’s included in ALL our SMSF Administration service packages?
  • 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
Additional Services Available
Independent Audit
Intello Preferred Auditor
$480 Annual Fee, Billed Monthly
BYO Auditor
Intello Audit Facilitation Fee
$240 Annual Fee, Billed Monthly
Tax Lodgement
Intello Tax Agent
$0 Fee
Tax Lodgement
Own Tax Agent
$120 Annual Fee, Billed Monthly
Actuarial Certificate
Account Based
$165 Annual Fee, Billed Annually
Actuarial Certificate
Defined Benefit
$495 Annual Fee, Billed Annually
BAS Lodgement
Quarterly GST Returns
$120 Annual Fee, Billed Monthly
BAS Lodgement
Annual GST Return
$0 Fee
Segregated Fund
Accounts or Tax Segregation
$240 Annual Fee, Billed Monthly
ASIC Registered Agent
Virtual Registered Office
$0 Fee
Fund Wind Up
De-registration of SMSF
$480 Fee
TBAR Reporting
Event-based Reporting
$0 Fee

Terms and Conditions

 

  • 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.

 

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