In addition to SMSFs, Intello can also provide consolidated portfolio reporting for non-SMSF entities including:
- Investment & Family Trusts
- Fixed Unit Trusts
- Joint Portfolios
- Individual Portfolios
Online reporting is available and is very similar to our SMSF reporting however it currently does not separate report equity accounts.
The Reports Catalogue document provides a list of reports we can generate.
From these reports it is possible for us to put together a reports package similar to what can be provided by a traditional wrap platform.
Standard (Essentials) pricing for non-SMSF portfolio reporting is $600 inc GST per annum ($50.00 monthly)
The above pricing does not include full / special purpose financial statements or preparation and lodgement of non-SMSF entity tax returns. Depending on your requirements we have a separate solution that may be suitable for these services.