Intello

Intello Robot

Forms and downloads that can be utilised with our services.

Where a member of an SMSF is eligible for the $10,000 early release of super these template SMSF trustee minutes and letters are essential.

A related party can lend money to an SMSF under the LRBA safe-harbour arrangements and also offer loan relief due to COVID-19

Where an SMSF owns business real property leased to a related party business, rent relief via a discount an rent deferrals can be provided.

Does Intello receive a data feed for the Cashwerkz platform?

This page contains instructions for the activation of an Elston IMA portfolio data feed. Do you get a data feed for Elston? Yes!

This page contains instructions for the activation of an AMP Bank data feed. Do you get a data feed for AMP Bank? Yes!

This page contains instructions for the activation of an SelfWealth data feed. Do you get a data feed for SelfWealth? Yes!

This page contains instructions for the activation of the Australian Money Market (AMM) term deposit service data feed.

Follow these instructions to add Intello Pty Ltd as a third party authority on a Macquarie Wrap account.

This page contains instructions for the activation of an ANZ Bank data feed. Do you get a data feed for ANZ Bank? Yes!

Intello can obtain a data feed for SMSF and portfolio accounts with IOOF Products. Instructions for activating an IOOF data feed.

This page contains instructions for the activation of the Macquarie CMA data feed. Do you get a data feed for Macquarie Cash Account? Yes!

BT Panorama easily enables advisers to set up a data feed into Class Super.  Follow these instructions to activate the feed.

Follow these instructions to add Intello Pty Ltd as a financial services company on a new Macquarie CMA application. Company code 4345.

Does Intello have a data feed for Interactive Brokers?

If your payroll officer/employer has sent you a message that smsfdataflow ESA has been rejected, this article tells you what to do about it.

esi (external systems interface) is Macquarie's information transfer tool that enables Intello to easily receive bank, wrap and trading data

Advisers and accountants using Intello's SMSF administration services get access to the industry leading Class Adviser Dashboard