We often get asked whether we provide discounts to our fees as a way of saying thank you for the advisers (and their employees) who choose to utilise Intello for their SMSF clients.
Our ability to offer discounts to advisers (and their team members) is limited as we are a wholesale provider of SMSF services and our fees also incorporate independent audit fees, software fees and other overheads.
We can offer a small discount - however there are some parameters:
- Intello looks after a minimum of 10 SMSFs* for your advice business
- You've provided Intello with a Direct Debit Authority for fees (establishments or ongoing SMSF admin fees for your clients)
- Your account with Intello is in good standing with no overdue payments
*10 SMSFs paying full fees per SMSF paying a discounted ongoing admin fee.
If all of the above criteria are complied with, a 20% discount to our wholesale fees will be applied to our annual compliance fees as well as the establishment costs for a new SMSF.
The following table provides an example of these discounts:
Ongoing Administration Service:
- Essentials - Original Fee: $125/m ($1500 p.a.)
- Essentials - Discounted Fee: $100/m ($1200 p.a.)
- Plus - Original Fee: $165/m ($1980 p.a.)
- Plus - Discounted Fee: $132/m ($1584 p.a.)
Establishments:
- SMSF Establishment (Soft Copy) - Original Fee: $990
- SMSF Establishment (Soft Copy) - Discounted Fee: $792
Please note that for every adviser / staff discounted SMSF your business needs to utilise Intello for 10 non-discounted SMSFs - so if you have 3 adviser / staff members wanting a discounted fee, you would need 30 full-fee paying SMSFs.
Any discounts in addition to the above are at the discretion of Intello.
Accessing Discounted Fees:
To determine whether you or your team member is eligible for for the above discounted fees, please email admin@intello.com.au prior to submitting an order for a SMSF Establishment or SMSF Transfer form.
We will assess the eligibility for a discount and provide instruction on what you need to do to access any applicable discounts.