Intello cannot provide a template for you to complete a BDBN on behalf of your client.
You can request for Intello to populate a form on your behalf via Intello's default document provider.
It is your responsibility to review the SMSF trust deed and to ensure that the BDBNs are appropriate for your clients SMSF estate plan.
To access the BDBN request form, access Online Forms via our Adviser Portal.
You can also download a comprehensive SMSF Estate Planning and Incapacity Checklist to use with your clients here: SMSF Estate Planning and Incapacity Checklist
Estate Planning Services
Intello has partnered with Duffy Lawyers to deliver comprehensive estate planning services.
Find out more here: