Fund Administration for Trustees
Simplified SMSF administration to help you achieve your financial goals
Why
Intello?
Simplifies SMSF administration to help trustees and individuals achieve their financial goals.
Tailored Solutions
Services customised for trustees and fund members, ensuring your unique goals are met.
Simplified Processes
Streamlined administration that saves time and reduces complexity.
Compliance Confidence
Stay compliant with proactive guidance and expert support.
Transparent Communication
Clear reporting and secure access to your SMSF details anytime.
What We Offer
From initial setup to ongoing compliance, we handle every detail of your SMSF with precision. We ensure all reporting and regulatory obligations are met, saving you time and reducing stress.
Compliance Support
Navigating SMSF regulations can be complex. We provide proactive compliance management to keep your fund aligned with ever-changing legislative requirements, ensuring peace of mind for trustees and fund members alike.
Stay informed with easy-to-understand reports and actionable insights. Our team ensures trustees and members have full visibility of their fund’s performance and compliance status at any time.
Our dedicated team of SMSF specialists is here to assist you every step of the way. Whether you’re starting your SMSF journey or managing an established fund, we provide the expertise you can rely on.
Your SMSF Made Simple
Managing an SMSF should empower you to achieve your retirement goals, not burden you with administrative challenges. Intello makes SMSF administration simple, reliable, and stress-free for trustees and members.
SMSF Administration Pricing
Note: The following fees apply from 1 July 2024
Essentials
Plus
Base administration fee
$2,580
$3,300
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
$300
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
