Intello

Key information: Off-boarding client, leaving Intello, moving to a different accountant / SMSF admin provider, ethical letter, termination.

Offboarding a client from Intello

How to transition an existing SMSF client to Intello?

What happens after you submit an SMSF transfer request

Follow this process to provide the relevant data and reports to Class from Simple Fund BGL 360

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

Intello Robot

Transition of Existing SMSFs

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