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):
Establishing a new SMSF
Transferring an existing SMSF
Changing the trustee of an SMSF
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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