Intello

The following is a list of data collection forms, questionnaires and checklists that can be used to gather the information you will need to push through to us:

New SMSF Establishment - Client Questionnaire: <a href="https://intello.box.com/v/SMSFDataCollectionForm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/4igrvto5lz2wkkjk3c3u4tomujw0k3vr" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

Existing SMSF Transfer - Client Data Collection: <a href="https://intello.box.com/v/SMSFTransferForm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/isnptjmqj33asl0harxs4uzttmn8mpbl" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

Bare Trust LRBA - Client Questionnaire: <a href="https://intello.box.com/s/deiqtamixhvxeuh7ykfm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/hmoch5vryiln1ogbr2zh1yae7ommn85i" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

Fixed Unit Trust Establishment - Client Questionnaire: <a href="https://intello.box.com/s/gcktr97c0g8y0r55gmvxipwsm73und2o" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/t0112mzlgx9gmrtkcz2l73fz6csx7029" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

- New SMSF Establishment - Client Questionnaire: <a href="https://intello.box.com/v/SMSFDataCollectionForm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/4igrvto5lz2wkkjk3c3u4tomujw0k3vr" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- Existing SMSF Transfer - Client Data Collection: <a href="https://intello.box.com/v/SMSFTransferForm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/isnptjmqj33asl0harxs4uzttmn8mpbl" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- Bare Trust LRBA - Client Questionnaire: <a href="https://intello.box.com/s/deiqtamixhvxeuh7ykfm" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/hmoch5vryiln1ogbr2zh1yae7ommn85i" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- Fixed Unit Trust Establishment - Client Questionnaire: <a href="https://intello.box.com/s/gcktr97c0g8y0r55gmvxipwsm73und2o" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/t0112mzlgx9gmrtkcz2l73fz6csx7029" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

Change to Company Trustee - Client Questionnaire: <a href="https://intello.box.com/s/8tp9q7i1yt2p7je52nswkboa8qk1j7rv" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

New SMSF (with property) On-Boarding Pack Checklist: <a href="https://intello.box.com/s/8puwcqnjmfhwz8699sfzacdre9t1iu8y" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

Audit Support Documents Required - <a href="https://intello.box.com/s/yns6jlve8zn0r82mvbp2si1wm52bnv55" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

SMSF Investment Strategy Form - Client Data Collection: <a href="https://intello.box.com/s/bwbvoy8f12zivxhicvtqq2zlvak4yvvi" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/fy9tn3ygi7xmzjzl59kpz3wi3pv6yiwu" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

SMSF Property Purchase Checklist: <a href="https://intello.box.com/v/SMSFPropertyPurchaseChecklist" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

SMSF Property Annual Checklist: <a href="https://intello.box.com/v/SMSFAnnualDocumentChecklist" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

- Change to Company Trustee - Client Questionnaire: <a href="https://intello.box.com/s/8tp9q7i1yt2p7je52nswkboa8qk1j7rv" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- New SMSF (with property) On-Boarding Pack Checklist: <a href="https://intello.box.com/s/8puwcqnjmfhwz8699sfzacdre9t1iu8y" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- Audit Support Documents Required - <a href="https://intello.box.com/s/yns6jlve8zn0r82mvbp2si1wm52bnv55" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- SMSF Investment Strategy Form - Client Data Collection: <a href="https://intello.box.com/s/bwbvoy8f12zivxhicvtqq2zlvak4yvvi" rel="nofollow noopener noreferrer" target="_blank">PDF</a> - <a href="https://intello.box.com/s/fy9tn3ygi7xmzjzl59kpz3wi3pv6yiwu" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- SMSF Property Purchase Checklist: <a href="https://intello.box.com/v/SMSFPropertyPurchaseChecklist" rel="nofollow noopener noreferrer" target="_blank">DOC</a>
- SMSF Property Annual Checklist: <a href="https://intello.box.com/v/SMSFAnnualDocumentChecklist" rel="nofollow noopener noreferrer" target="_blank">DOC</a>

All documents can be modified, re-branded to suit your business and clients.

Useful client data collection forms inc: SMSF establishment, SMSF transfer, bare trust LRBA establishment, investment strategies and more

Client data collection forms and checklists for SMSF establishments and transfers