Intello Portal - Demo Login

A demonstration login is available for the Intello Adviser Portal.

Intello Robot avatar
Written by Intello Robot
Updated over a week ago

Intello Adviser Portal

We also have a demonstration login for our proprietary Intello Adviser Portal:

Username: hq@intello.com.au
Password:
Demoarea1

This portal provides the following:

  • The ability to submit online forms for key actions including (but not limited to):

  1. Establishing a new SMSF

  2. Transferring an existing SMSF

  3. Changing the trustee of an SMSF

  4. Requesting a bare trust / LRBA

  • See the status of all your clients accounts including scheduled completion deadlines

  • Respond to queries and tasks issued by Intello regarding your clients

  • Access our adviser Help Centre for technical and practical information

  • View and download all your clients SMSF documents including trust deeds and other 'permanent file' documents as well as ATO and ASIC correspondence

We already have plans to add to the functionality of our Adviser Portal including pulling in key client data from Class, embedding electronic signing and much more.

Our aim is to provide a single, seamless place for all key SMSF information - reporting, job management and documents.
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