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87 articles in this collection
Written by Kris Kitto, Intello Robot, and Emily Chandler

Transferring SMSFs from BGL Desktop to Class

When you engage Intello for ongoing SMSF administration work we will convert BGL Desktop files to Class Super at no additional cost.
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Written by Kris Kitto
Updated this week

Does Intello have its own AFSL?

Intello Pty Ltd does not hold an AFSL. Intello is a corporate authorised representative of Quill Group Financial Planners Pty Ltd 300810.
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Written by Kris Kitto
Updated this week

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.
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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
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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.
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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.
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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 )
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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.
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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.
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Written by Kris Kitto
Updated this week

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!
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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.
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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.
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Written by Emily Chandler
Updated over a week ago

Integrated SMSF Administration

Intello has partnered with industry leaders provide integrated SMSF administration solutions.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Emily Chandler
Updated over a week ago

Can I integrate Class Super with Adviser Logic?

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Written by Emily Chandler
Updated over a week ago

Can I integrate Class Super with MyProsperity?

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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
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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.
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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.
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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
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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.
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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
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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.
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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
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Written by Kris Kitto
Updated over a week ago