Intello

13/03/2025

We are proud to share a testimonial from one of our valued clients who has experienced the significant benefits of using the Intello SMSF Client Portal. It is rewarding to see how our solution is streamlining workflows, improving client communication, and ensuring compliance in the management of SMSFs.

At Intello, we focus on assisting SMSF trustees in managing these complexities. If you need guidance on SMSF compliance or investment strategies, reach out to us today at: https://intello.com.au/.

07/11/2024

Claiming Exempt Current Pension Income (ECPI) using the proportionate method requires more than just ticking a box—it involves obtaining an actuarial certificate to validate the claim. This critical step ensures compliance and maximises tax benefits for your self-managed super fund.

We know how vital it is to stay informed about legislative changes and procedural nuances that impact administration. This article from SMSF Adviser highlights key considerations and requirements for trustees and administrators navigating the ECPI claim process using the proportionate method.

We're here to simplify SMSF complexities and support your journey with expert guidance and insights. Contact us to learn more about how we can assist with your SMSF administration needs.

An SMSF must have an actuarial certificate to claim exempt current pension income via the proportionate method, says a leading educator.

30/10/2024

Looking for a reliable, hassle-free solution to manage your SMSFs? With our SMSF solutions for business, you can manage them smoothly without stress. No minimum fund number is required – just the support you need to efficiently manage your clients' SMSFs at any scale. Our expert team handles everything from compliance to reporting, letting you focus on building your business while we take care of the rest.

Explore our SMSF solutions today: https://intello.com.au/intello-home/solutions-for-business/smsf-administration-for-business/

23/10/2024

Choosing between individual and corporate trustees for your SMSF is a critical decision that impacts compliance, administration, and long-term outcomes. In the recent article from SMSF Adviser, the key differences, benefits, and potential risks associated with each option have been broken down, helping you make an informed choice. Understanding these factors is essential for SMSF success, whether it's ease of management or enhanced asset protection.

Read the article below and get in touch with our team to explore which trustee structure is better for your fund and why it matters.

There will always be debate about whether it is best for an SMSF to have an individual or a corporate trustee, says an industry expert.

11/10/2024

Looking for ways to balance your retirement savings and reduce taxes with your spouse? Splitting SMSF contributions could be the perfect strategy. By sharing concessional contributions between spouses, you can optimise tax advantages, balance superannuation funds, and even prepare for aged pension means testing.

Contact us today to find out how this smart approach could benefit you and your partner's retirement plans: https://intello.com.au/contact/

Superannuation contribution splitting is commonly used by spouses to optimise conditions on individual limits within the tax-friendly superannuation environment.  The strategy can be implemented within either APRA or SMSF funds, but only between spouses. It also refers to splitting only concessiona...

04/10/2024

We have been exclusively dedicated to SMSF since 2011, making us one of the most refined and responsive SMSF administration services.​

Discover personalised SMSF solutions and administration services with us at intello.com.au and find out why we’re the best in the business.

03/10/2024

Unlike others, we provide SMSF administration services to firms of all sizes. ​

Without a fund minimum to join, every Intello client receives SMSF support that's first-class. Maximise your SMSF potential when you sign up with us.

30/09/2024

The quality of advice provided during establishing SMSFs is critical to ensuring the best outcomes for trustees. ASIC has now heightened its focus on assessing whether this advice meets the necessary standards, aiming to protect investors from unsuitable SMSF setups.

We understand the importance of delivering high-quality, compliant advice that helps our clients make informed decisions. Whether you're an accountant, financial planner, or SMSF trustee, it's essential to stay updated on these industry shifts.

Following the release of a new information sheet in late 2022, ASIC is launching an investigation to assess industry compliance. Info Sheet 274: Tips for giving SMSF advice was released just over 18 months ago by the regulator to address substandard advice regarding the establishment of SMSFs. The p...

20/09/2024

Our team had a fantastic week connecting with industry professionals and diving into the latest SMSF and accounting trends at . It was great seeing so many familiar faces and engaging in insightful conversations about how we can better serve our clients.

A big thank you to everyone who stopped by for a chat. We are excited to continue helping you and your clients thrive with our SMSF services.

03/09/2024

The ATO is sharpening its focus on SMSF asset valuation rules, making it crucial for trustees to ensure accurate market valuations. Compliance is key to avoiding penalties and ensuring the integrity of your SMSF. Stay ahead by understanding these regulations, and if you need expert support, our team is here to help: https://intello.com.au/contact/

The ATO has made significant investments in its analytics capability in recent years, leaning heavily on data to identify risky behaviour and trends in non-compliance. As reported by Intello earlier this year, high rates of illegal early access became a critical concern in the SMSF sector. By the ti...

27/08/2024

We love hearing from our clients! Here’s what one of our valued clients had to say about their experience with us.

22/08/2024

Superannuation is a robust safeguard for your financial future in the face of market volatility. The latest insights from The Australian Financial Review delve into how superannuation can offer stability and growth even during economic downturns. As we navigate uncertain markets, it's crucial to understand the benefits of a well-structured superannuation strategy.

Explore our comprehensive services designed to support your SMSF needs here: https://intello.com.au/solutions-for-individuals/.

The tax benefits of superannuation are so great it’s difficult to lose money.