How to update your payment details

Intello SMSF administration fees can be paid by bank direct debit or credit card. Intello can invoice an SMSF directly or your business.

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Written by Intello Robot
Updated over a week ago

Where Intello invoices your business for SMSF administration services, you can pay Intello's fees via bank direct debit or credit card (surcharge applies - see below).

How to Update your Payment Details

The easiest and most secure way to update your payment details with Intello is via our Adviser Portal.

To update via the Portal, follow these steps:

  1. Click Settings on the left hand menu

  2. Click Payment Information (If Settings or Payment Information is NOT visible, please email admin@intello.com.au)

  3. Click the three small dots : on the top left to Update 

  4. Select either Direct Debit or Credit Card as the payment option

  5. Enter the relevant details, tick 'I agree' and Save 

Information Required

For a Bank Direct Debit, we require:

  • BSB

  • Account Number

  • Name of Account

For a Credit Card, we require:

  • Name on Card

  • Card Number

  • Expiry Date

  • CCV

When you save this information, it is submitted through to our payment provider IntegraPay via a secure API.

Updating Payment Details via a Paper Form

If you would prefer to update your payment details via a manual paper form, please email admin@intello.com.au and we will send you a form.

Settings or Payment Information Menus Not Available

If the Settings menu is not visible to you when you login, it means you are not an Admin (Power User) in the Intello Adviser Portal.  To be upgraded to an Admin under your business, please email admin@Intello.com.au

If the Payment Information link is not available under Settings, this means Intello has not set your businesses billing preference to 'Auto'.  Please email admin@Intello.com.au to get this resolved.

Credit Card Surcharge

Where Intello debits your bank account for your clients SMSF or portfolio admin fees there are no additional fees.

For the payment of Intello's fees via credit card, the following additional fees apply:

  • Visa & Mastercard - 1.25% + GST (1.375%)

  • Amex - 1.75% + GST (1.925%)

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