SMSF administration service for advisers
Intello provides a streamlined SMSF administration service for advisers. Rather than being an outsource solution, Intello partners with advice firms to deliver an award-winning solution to clients that provides financial planners access to up to date information and technical support from our specialist team as well ensuring the client relationship stays with you as the lead adviser.
SMSF administration solutions for accountants
Intello also delivers SMSF administration solutions for accountants. We understand how important the relationship with your client is. Rather than deal with your clients directly we become your efficient SMSF back office freeing up your team to focus on higher value services and advice.
Our solution is comprehensive, completely white-labelled and you stay as the tax agent. Due to our fixed pricing you guarantee a margin on the work delivered regardless of the size and complexity of the fund.
Our experienced specialist team is entirely Australian based – no work is outsourced and no client information is sent offshore. Our experienced onshore team is powered by technology to deliver outstanding results.
Intello is at the forefront of delivering for financial professionals.
We provide up to date information via daily processing, communication and relationships, access to our state of the art adviser portal, as well as our award-winning SMSF Administration. We’re here to help you service your clients.
Visit us at intello.com.au or get in touch with our SMSF Solutions Manager, Jamie Libiets, on 0409 793 597 or Jamie.firstname.lastname@example.org for a personalised solution.