How to add a new SMSF

You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF

Written by Kris Kitto
Updated over a week ago

To add a new client for Intello to undertake the admin for, within the Portal navigate to Online Forms, then select either 'Create SMSF' (for a new SMSF establishment) or 'Transfer SMSF' for an existing SMSF (or family trust or company portfolio).