Resources

COVID-19: Documentation for Early Access to Super - $10,000 SMSF Minute

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.

Written by Kris Kitto
Updated over a week ago

COVID-19: Documentation for LRBA Loan Repayment Relief - Related Party Lender

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

Written by Kris Kitto
Updated over a week ago

COVID-19: Documentation for SMSF Rental Relief with Related Party Tenants

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

Written by Kris Kitto
Updated over a week ago

Cashwerkz Data Feed

Does Intello receive a data feed for the Cashwerkz platform?

Written by Emily Chandler
Updated over a week ago

Class and iRESS XPLAN IPS Integration

The Class and XPLAN integration is now live. Learn how to feed Class data into the XPLAN IPS portfolio system to improve efficiency.

Written by Kris Kitto
Updated over a week ago

Elston IMA Data Feed

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

Written by Kris Kitto
Updated over a week ago

AMP Bank Data Feed

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

Written by Emily Chandler
Updated over a week ago

Perpetual Private Wrap Accounts - Intello Third Party Authority

Follow these instructions to add Intello as a third party authority on a Perpetual Private Wrap Account for SMSF administration on Class.

Written by Kris Kitto
Updated over a week ago

SelfWealth Data Feed

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

Written by Kris Kitto
Updated over a week ago

Australian Money Market (AMM) Data Feed

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

Written by Emily Chandler
Updated over a week ago

ANZ Share Investing Data Feed

Instructions for activating an ANZ Share Investing (formerly E Trade) data feed. Do you get a data feed for ANZ Share Investing E Trade? Yes

Written by Emily Chandler
Updated over a week ago

BT Wrap - Intello Data Feed Authority

This page contains instructions for the activation of a BT Wrap data feed. Do you get a data feed for BT Wrap? Yes! Includes BT White Labels

Written by Emily Chandler
Updated over a week ago

ANZ Cash Investment Accounts Data Feed

Instructions to activate a Class data feed via MYOB BankLink for ANZ Cash Investment Accounts (E Trade) BSB 012-012 ANZ Share Investing

Written by Emily Chandler
Updated over a week ago

Macquarie Wrap Accounts - Intello Third Party Authority

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

Written by Kris Kitto
Updated over a week ago

FinEx Stockbroking Data Feed

This page contains instructions for the activation of a FinEx (formerly Lonsec) broking data feed. Do you get a data feed for FinEx? Yes!

Written by Emily Chandler
Updated over a week ago

ANZ Bank Data Feed

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

Written by Emily Chandler
Updated over a week ago

IOOF Wrap Data Feeds

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

Written by Emily Chandler
Updated over a week ago

Macquarie Cash Management Account Data Feed Authority Form

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

Written by Kris Kitto
Updated over a week ago

BT Panorama - Adviser Initiated Data Feed to Class Super

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

Written by Emily Chandler
Updated over a week ago

Macquarie Cash Management Accounts - Intello Third Party Authority

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

Written by Kris Kitto
Updated over a week ago

JBWere Data Feed

This page contains instructions for the activation of an JBWere SMSF stockbroking data feed. Do you get a data feed for JB Were? Yes!

Written by Emily Chandler
Updated over a week ago

Interactive Brokers Data Feed

Does Intello have a data feed for Interactive Brokers?

Written by Kris Kitto
Updated over a week ago

OpenMarkets Data Feed

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

Written by Emily Chandler
Updated over a week ago

St George Directshares Data Feed

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

Written by Emily Chandler
Updated over a week ago

smsfdataflow Issues

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.

Written by Kris Kitto
Updated over a week ago

Obtaining Macquarie esi Details / Keys

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

Written by Kris Kitto
Updated over a week ago

Class Adviser Dasboard

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

Written by Kris Kitto
Updated over a week ago

Does Intello have a PDS?

SMSF administration services provided by Intello do not require a PDS, but we have a Services Guide with all relevant information.

Written by Kris Kitto
Updated over a week ago

Intello SMSF Administration Services Guide (PDF)

Intello does not require a PDS for it's services. The Intello SMSF Administration Services Guide document includes all relevant information.

Written by Kris Kitto
Updated over a week ago

2020 End of Financial Year Article and Checklist

This article includes a link to a comprehensive SMSF EOFY 2020 article you are free to white-label for clients.

Written by Kris Kitto
Updated over a week ago

Downsizer contribution form

Use the ATO downsizer contribution form if you are over 65 and wish to contribution up to $300k from the sale of your residence to super.

Written by Kris Kitto
Updated over a week ago