Once you have registered your business with Intello you are able to use our online forms via our Adviser Portal - including one to establish a new SMSF:
The "Create SMSF" order form enables you to set up a new SMSF and includes the following options:
- Corporate trustee
- Individual trustees
- Bare trust for LRBAs (with or without corporate trustee)
You can also elect how the new SMSF is to be paid for - either via a nominated credit card (yours or your clients) or your nominated direct debit authority which we hold on file.
All new SMSF orders must be submitted via our online forms as this ensures we can deliver a fast turnaround and meet our service standards.
A client data collection form for a new SMSF establishment can be downloaded here:
https://intello.box.com/v/SMSFDataCollectionForm
Pricing is available on our website here.