All data-fed bank, broker and investment platform accounts. Including:
- Cash
- Term Deposits
- Australia Listed Shares
- Managed Funds
- Managed Accounts (SMA/IMA)
A list of data feeds is available here: Intello SMSF Administration Data Feeds
What's included in our SMSF Administration subscription service?
- Preparation of annual financial statements and SMSF Tax Return
- Independent audit
- Daily processing of SMSF transactions
- 24/7 online access for you and your clients
- Your custom branded and dedicated adviser portal
- Technical SMSF support available
- Dedicated account manager to assist you and your clients
- Preparation and lodgement of all activity statements
- GST registration
- Pension administration
- Events-based reporting (TBAR)
- ASIC registered agent service for trustee companies