Our Services
SMSF Administration for Advisers
By Intello and 1 other2 authors60 articles
- Requesting a Centrelink Schedule for an SMSF client
- Transferring SMSFs from BGL Desktop to Class
- Does Intello have its own AFSL?
- Change in the TPB’s policy relating to issuing branch registration numbers - February 2019
- Tax Agent Options
- Can Intello assist with property title transfers for SMSFs, bare trusts or change of trustees?
- Online SMSF Reports and Reports Catalogue
- Macquarie ESA for SuperStream
- Private Ancillary Funds
- Adelaide Bank Data Feed
- Intello SMSF Administration Data Feeds
- In-Direct Bank Account Data Feeds
- Netwealth Investment Class Data Feed
- Integrated SMSF Administration
- How to Notify ATO of your Software provider and Software ID (Class PLS Set Up)
- BT Panorama SMSF Administration for Advisers
- HUB24 Authority Forms
- Can I integrate Class Super with Adviser Logic?
- Can I integrate Class Super with MyProsperity?
- Praemium Data Feed to Class Super
- ING Account Data Feeds
- SMSF Trust Deed Upgrades
- Client data collection forms and checklists for SMSF establishments and transfers
- BT Panorama - SMSF Data Feed and Accountant Authority
- Do we have standard SoA wording to recommend Intello's services to our clients?
- How to update a clients address
- Lost SMSF Trust Deed
- Offboarding a client from Intello
- How to transition an existing SMSF client to Intello?
- What happens after you submit an SMSF transfer request
- Transferring SMSFs from BGL 360 to Class
- Checklist of information required to transfer an SMSF to Intello
- Process of transferring from another SMSF administrator who uses Class Super