Intello

Please user the SMSF Transfer form located on our Adviser Portal under Online Forms (login / registration required):

If there are a large number of SMSFs to be transferred from a single provider (i.e. a former accountant or administrator) please <a href="https://intello.com.au/contact/" rel="nofollow noopener noreferrer" target="_blank">contact us</a> and we will organise for the client records and data to be transferred in bulk.

<b>You can also download a simple transfer form / checklist here: </b>

<a href="https://intello.app.box.com/SMSFTransferForm" rel="nofollow noopener noreferrer" target="_blank">https://intello.box.com/SMSFTransferForm</a>

How to transition an existing SMSF client to Intello?

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