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How to transition an existing SMSF client to Intello?

Intello Robot avatar
Written by Intello Robot
Updated over 6 years ago

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 contact us and we will organise for the client records and data to be transferred in bulk.

You can also download a simple transfer form / checklist here:ย 

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