Intello does not provide financial products therefore is not required to provide clients with a Product Disclosure Statement (PDS).
SMSF Administration Services Guide
Intello can provide an SMSF administration services guide however covering all essential information about our services.
This document has been designed to be provided to clients of advisers that Intello works with to provide them with more information about Intello and the services we deliver.
You can download a copy of the guide here:
Contents
The guide contains the following information:
- Service inclusions
- Service providers
- SMSF administration fees
- Government fees incurred
- Terms & conditions
- Agreement and direct debit authority*
*You can also utilise the Service Agreement Generator to generate the necessary client-level agreements for your clients to sign.
White-Labelled Services Guide
Intello provides enables advisers to white-label it's SMSF and portfolio administration services at no additional cost.
If you would like an editable version of the SMSF Administration Services Guide to provide to your clients please email admin@intello.com.au and we will provide you with a template document which you can re-brand with your businesses colours and logo.