Fund Administration for Professionals
End-to-end SMSF administration solutions tailored specifically for you
Why
Intello?
End-to-end SMSF administration solutions for professionals, simplifying compliance and enhancing client experience.
Seamless Integration
We work alongside your practice to ensure a smooth onboarding experience, integrating seamlessly with your existing workflows.
Expert Support
Gain access to a team of SMSF specialists who ensure compliance with the latest legislation and provide actionable insights when needed.
Scalable Solutions
Whether you manage a few SMSFs or a large portfolio, our services are designed to scale with your business.
What We Offer
- End-to-end SMSF administration, including compliance, tax lodgments, and financial reporting.
- Regular updates on the status of your clients’ funds for easy tracking and management.
- Accurate and timely investment reporting to give your clients clarity on their portfolio.
- Customizable tools to fit your practice’s
specific needs.
- Ensure your clients’ funds stay compliant with ever-changing superannuation laws and regulations.
- Proactive updates to keep you informed of legislative changes that impact SMSFs.
- Streamlined workflows that reduce manual effort, giving you more time to focus on strategy and growth.
- Access to digital tools and systems to simplify day-to-day fund management tasks.
SMSF Administration Pricing
Note: The following fees apply from 1 July 2024
Essentials
Plus
Base administration fee
$1,800
$2,340
Independent audit
Preparation of financial statements and tax return
Annual compliance review
24/7 online Dashboard
Dedicated client service manager
Document storage
Company secretarial and corporate trustee maintenance
Included Assets
Cash
Term deposit
Listed Australian Equities
International Equities
Property
Not Included
Unlimited
Collectables
Not Included
Unlimited
Non Data-fed Assets*
Not Included
Unlimited
Other service cost you may incur
Actuarial Certificate - Account based
$170
GST Administration - Per Annual
$130
GST Administration - Per Quarter
$130
Pension Commencement
$130
Partnering with Accountants
We provide accountants with white-labeled services, enabling you to offer SMSF administration under your own brand. From detailed compliance work to financial reporting, we act as an extension of your team to help you grow your practice.
Supporting Financial Advisers
For advisers, our solutions free up your time to focus on client relationships and wealth-building strategies. We handle the behind-the-scenes complexity of SMSF administration, empowering you to deliver a seamless client experience.
By partnering with Intello, professionals like you can enhance your SMSF service offering, stay compliant, and ensure the best outcomes for your clients.
Ready to get started? Contact us today to discover how Intello can support your business.
Get in Touch
The Intello Client Portal
SMSF software that centralises all funds, clients, team members and admin tasks
