Change in the TPB’s policy relating to issuing branch registration numbers - February 2019

TPB is no longer issuing branch registrations and will work with tax tax agents to enable the cancellation of those branch registrations.

Written by Kris Kitto
Updated over a week ago

Tax Agent Options

Intello enables you to white-label our services. If you're a registered tax agent you have option on who is the tax agent listed for clients

Written by Kris Kitto
Updated over a week ago

Can Intello assist with property title transfers for SMSFs, bare trusts or change of trustees?

Intello can refer property title transfer work to a legal firm that can assist with title transfers for QLD and NSW.

Written by Kris Kitto
Updated over a week ago

Online SMSF Reports and Reports Catalogue

Intello provides comprehensive reporting both online and also ad-hoc reports that you can request via our team for SMSFs and portfolios.

Written by Kris Kitto
Updated over a week ago

Macquarie ESA for SuperStream

Can I use the Macquarie CMA electronic service address for SuperStream for the SMSFs I have with Intello? ( MACQUARIESMSF )

Written by Kris Kitto
Updated over a week ago

Private Ancillary Funds

Intello can assist with the administration and compliance of Private Ancillary Funds as well the the independent audit.

Written by Kris Kitto
Updated over a week ago

Intello SMSF Administration Data Feeds

Intello can receive well over 200 direct data feeds from banks, share brokers and investment wrap account platforms making SMSF admin easy.

Written by Kris Kitto
Updated over a week ago

Adelaide Bank Data Feed

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

Written by Emily Chandler
Updated over a week ago

In-Direct Bank Account Data Feeds

The following providers provide us SMSF bank account feed data, however the frequency is typically monthly rather than daily.

Written by Emily Chandler
Updated over a week ago

Netwealth Investment Class Data Feed

Intello can receive a data feed from Netwealth for SMSF and portfolio accounts. Authority is available at an adviser and client level.

Written by Emily Chandler
Updated over a week ago

Integrated SMSF Administration

Intello has partnered with industry leaders provide integrated SMSF administration solutions.

Written by Kris Kitto
Updated over a week ago

How to update bank or credit card details

Easily update your nominated bank account or credit card payment details via Online Forms on our Adviser Portal. Visa, Mastercard, Amex.

Written by Intello Robot
Updated over a week ago

Estate Planning Services - Overview

Intello has partnered with Duffy Lawyers to provide estate planning services for advisers who work with Intello.

Written by Kris Kitto
Updated over a week ago

Estate Planning Services - Price List

Intello can provide a comprehensive estate planning service via our relationship with Duffy Lawyers. Services cover all Australian States.

Written by Kris Kitto
Updated over a week ago

How to Notify ATO of your Software provider and Software ID (Class PLS Set Up)

As a registered tax agent with an Administrator AUSkey, you will only need to notify ATO of your hosted SBR software service provider once.

Written by Kris Kitto
Updated over a week ago

BT Panorama SMSF Administration for Advisers

Intello provides an SMSF administration solution that integrates with the BT Panorama Investment Platform leveraging Class Super data feeds.

Written by Kris Kitto
Updated over a week ago

HUB24 Authority Forms

Intello can obtain a data feed for SMSF and portfolio accounts with HUB24.

Written by Emily Chandler
Updated over a week ago

Praemium Data Feed to Class Super

Follow these instructions to activate a data feed from Praemium to Class Super for SMSF and non-SMSF portfolio accounts.

Written by Emily Chandler
Updated over a week ago

Can I integrate Class Super with Adviser Logic?

Written by Emily Chandler
Updated over a week ago

Can I integrate Class Super with MyProsperity?

Written by Emily Chandler
Updated over a week ago

ING Account Data Feeds

Please follow this procedure to activate a Class Super Data Feed for an ING Direct bank account set up by an Accredited Adviser

Written by Emily Chandler
Updated over a week ago

SMSF Trust Deed Upgrades

Intello can assist with the amendment / upgrade of an SMSF trust deed on a client by client basis or bulk across all your clients.

Written by Intello Robot
Updated over a week ago

BT Panorama - SMSF Data Feed and Accountant Authority

Intello can receive a data feed from BT Panorama and can also be granted read-only Accountant access.

Written by Emily Chandler
Updated over a week ago

Client data collection forms and checklists for SMSF establishments and transfers

Useful client data collection forms inc: SMSF establishment, SMSF transfer, bare trust LRBA establishment, investment strategies and more

Written by Intello Robot
Updated over a week ago

Do we have standard SoA wording to recommend Intello's services to our clients?

Yes. To recommend or refer a client to Intello, we can provide standard Statement of Advice SoA wording which outlines our services.

Written by Kris Kitto
Updated over a week ago

How to find your Xero network key

Intello utilises Xero for our invoicing. Follow these instructions to send Intello your Xero network key

Written by Kris Kitto
Updated over a week ago

How to update a clients address

Inform us of a change of address / update of a clients address for ASIC, ATO etc.

Written by Kris Kitto
Updated over a week ago

Lost SMSF Trust Deed

A 'Deed of Ratification' can be used where a client has lost their SMSF trust deed

Written by Kris Kitto
Updated over a week ago

Client Service Agreements (Engagements)

Written by Kris Kitto
Updated over a week ago

Is there a demonstration login available?

Written by Kris Kitto
Updated over a week ago

Getting Started with Intello

This article shows you how to get started using Intello's SMSF administration and portfolio services for financial advisers.

Written by Kris Kitto
Updated over a week ago

How to set up a new SMSF

Written by Kris Kitto
Updated over a week ago

How to transfer an existing SMSF to us

Written by Kris Kitto
Updated over a week ago

How do I sign up / register to use Intello?

To register as an adviser to use Intello's award winning SMSF and non-SMSF services, please complete the new adviser registration form.

Written by Kris Kitto
Updated over a week ago

How can I get support or ask a question?

Written by Kris Kitto
Updated over a week ago

What data feeds do you get?

Intello via our software partner Class Super can receive over 200 bank, broker, wrap, IMA, SMA data feeds. Class Super data feeds SMSF.

Written by Kris Kitto
Updated over a week ago

Services we provide

Written by Kris Kitto
Updated over a week ago

ATO versus ASIC – who does what?

Written by Kris Kitto
Updated over a week ago

Where is the work done (do we offshore)?

Written by Kris Kitto
Updated over a week ago

Who is our independent auditor?

Written by Kris Kitto
Updated over a week ago

What data security do we have in place?

Written by Kris Kitto
Updated over a week ago

Common questions on client data security and controls

Written by Kris Kitto
Updated over a week ago

Viewing your invoices online

Written by Kris Kitto
Updated over a week ago

Direct Debit - Dishonoured Payments

Written by Kris Kitto
Updated over a week ago

Limited Recourse Borrowing Arrangement - Flowchart

Written by Kris Kitto
Updated over a week ago

New SMSF ABN Not Added to SuperfundLookup - Possible Reasons

Written by Kris Kitto
Updated over a week ago

Multiple Bare Trusts - Establishment Costs

Written by Kris Kitto
Updated over a week ago

Fund assets on establishment of SMSF - ABR requirements for ABN application

Written by Kris Kitto
Updated over a week ago

New SMSFs - Initial contribution for members over the age of 65

Written by Kris Kitto
Updated over a week ago

Will the ATO contact my clients?

Written by Kris Kitto
Updated over a week ago

New SMSFs with Property (including LRBAs)

Written by Kris Kitto
Updated over a week ago

Bank accounts for new SMSFs

Written by Kris Kitto
Updated over a week ago

ATO Interviewing SMSF trustees as part of ABN registration process

Written by Kris Kitto
Updated over a week ago

New SMSF Establishment Process

Use this information to ensure you understand the new SMSF establishment process and that you have all the required information available.

Written by Kris Kitto
Updated over a week ago

How to transition an existing SMSF client to Intello?

Written by Kris Kitto
Updated over a week ago

What happens after you submit an SMSF transfer request

Written by Kris Kitto
Updated over a week ago

Checklist of information required to transfer an SMSF to Intello

Written by Kris Kitto
Updated over a week ago

Process of transferring from another SMSF administrator who uses Class Super

Written by Kris Kitto
Updated over a week ago

How we record Interest on Limited Recourse Borrowing Arrangements (LRBAs)

Written by Kris Kitto
Updated over a week ago

Obtaining Macquarie ESI Details / Keys

Written by Kris Kitto
Updated over a week ago

How our SMSF administration services work for advisers

Written by Kris Kitto
Updated over a week ago

ATO Letter: Your SMSF's registration may be cancelled

Written by Kris Kitto
Updated over a week ago

Adviser Level Class Super Data Feed Authorities

Written by Kris Kitto
Updated over a week ago

Westpac Accounts – Online Data Feed Activation

Written by Kris Kitto
Updated over a week ago

Westpac Accounts - Downloading Statements and Transactions

Written by Kris Kitto
Updated over a week ago

Matching of Parcels for Capital Gains Tax Disposal

Written by Kris Kitto
Updated over a week ago

SMSF Loan Accounts - Data Feeds

Written by Kris Kitto
Updated over a week ago

Service Standards

The following is an overview of our Service Standards and forms part of our Service Level Agreement (SLA).

Written by Kris Kitto
Updated over a week ago

Tax Agent Options and Sub-Branch Registration

With Intello we have the option of lodging SMSF returns via your own tax agent number or via a tax agent sub-branch (recommended).

Written by Kris Kitto
Updated over a week ago

What is the ATO SMSF Supervisory Levy?

The ATO SMSF Supervisory Levy is $259 paid annually when an SMSF lodges it's tax return with the ATO. In the first year $518 is payable.

Written by Kris Kitto
Updated over a week ago

SMSF Property Purchase Documentation Requirements

Written by Kris Kitto
Updated over a week ago

Audit Supporting Document Requirements

Written by Kris Kitto
Updated over a week ago

ASIC Registered Agent and Virtual Registered Office Services

Written by Intello Robot
Updated over a week ago

10 year prepayment of ASIC annual review fees

Pre-pay ASIC SMSF trustee company fees. Ten year advance payment of annual review fee – remittance advice. $370 10 year ASIC fee.

Written by Kris Kitto
Updated over a week ago

Related party unit trusts

Written by Kris Kitto
Updated over a week ago

Non-SMSF Portfolio Reporting

Written by Kris Kitto
Updated over a week ago

Adding your company logo to ClientView and Reports

With Intello your can customise the branding and logo your clients see when they login to their online SMSF and portfolio reports.

Written by Kris Kitto
Updated over a week ago

Xplan / Class Super - Integration Set Up and Reporting (Video)

Written by Kris Kitto
Updated over a week ago

Intello Class Super data feed into Xplan IRESS Portfolio System (IPS)

Intello has a comprehensive Xplan data feed into the IRESS Portfolio System (IPS) enabling Intello to maintain client portfolios for you.

Written by Kris Kitto
Updated over a week ago

DocuSign - Adviser & Client Experience (Intello Branding)

Written by Kris Kitto
Updated over a week ago

Electronic signing of trust deeds - what you need to know!

Written by Kris Kitto
Updated over a week ago

Getting started with DocuSign for your business

Written by Kris Kitto
Updated over a week ago

DocuSign - Client Basics

Written by Kris Kitto
Updated over a week ago

DocuSign - Client Experience Demonstration

Written by Kris Kitto
Updated over a week ago

DocuSign - Common Client Questions

Written by Kris Kitto
Updated over a week ago