To add a new client for Intello to undertake the admin for, within the Portal navigate to Online Forms, then select either 'Create SMSF' (for a new SMSF establishment) or 'Transfer SMSF' for an existing SMSF (or family trust or company portfolio).
You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF
Written by Intello Robot
Updated over 6 years ago