New Accounts
Where you are setting up a new Macquarie Cash Management Account for an SMSF or portfolio Intello will be administering, please follow these instructions to add Intello's details as as a financial services company on the application:
On the Authorities on the account section of the online application, under Third party authority, insert Intello's details as follows:
Type of third party: Financial services company
Company name: Intello Pty Ltd
Company code: 4345
Level of authority: Enquiry authority
You also have the option of making Intello Pty Ltd a default 3rd party authority on all new account applications which may be worthwhile in certain circumstances.
Existing Accounts
Where the Macquarie Cash Management Account is already in existence, to add Intello you will need to have the client (or authorised signatory on the account including someone holding a Power of Attorney) sign an Macquarie Third Party Authority Form.
You can download a copy of the form here: Intello Macquarie CMA 3rd Party Authority
Please note the form must be signed via wet-ink signature and emailed or posted to Macquarie as per the instructions on the form.
Digital signatures are not accepted at this time.
Advantages of Proving Intello Enquiry Authority on Account
There are a number of advantages of providing Intello with enquiry only authority on the account:
Intello can obtain audit reports and statements via Macquarie online and therefore we don't need to request them from you
Intello can manage the data feeds into our SMSF administration platform and therefore don't need to have your provide your Macquarie esi key details (which expire every 12 months)
Class doesn't need to be added to the account to Intello - meaning one less 3rd party to explain to the client
If you have any questions about Macquarie 3rd party authorities please contact us via admin@intello.com.au