Intello

As the year comes to a close, we’d like to thank our clients and partners for their continued support. It’s been a fantastic year, and we look forward to an even brighter 2025 together. Our office will be closed from tomorrow 21st December and reopen on Monday, 6th January. Wishing you a joyful holiday season and a prosperous New Year! #SeasonGreetings #HappyHolidays #NewYear2025 #ThankYou #SMSFSolutions #HolidaySeason

This week, we hosted two fantastic SMSF breakfast events with Prime Financial Group in Brisbane and Melbourne. These events brought together accountants and financial advisers for networking, education, and insights. We were privileged to have Tim Miller, SMSF Technical Education Manager at Smarter SMSF, share his expertise on the latest SMSF hot topics and legislative updates. His deep knowledge and practical insights were invaluable to all who attended. Thank you to Tim and everyone who joined us. We are excited to continue fostering collaboration and supporting the SMSF community through future events. #SMSF #Networking #Intello #FinancialPlanning #Accounting #ProfessionalDevelopment #Superannuation #IndustryInsights

Can an SMSF lend money? Yes - but not to its members or their relatives under any circumstances. The article below from The Australian Financial Review breaks down the strict rules around SMSF loans, emphasising compliance with commercial terms and the sole purpose test. At Intello , we specialise in helping SMSF trustees navigate these complexities. Need clarity on SMSF compliance and investment strategies? Contact us today: https://intello.com.au/. #SMSF #Trustees #Compliance #InvestmentStrategies #SuperFunds #FinancialAdvice #RetirementPlanning

Are you looking for ways to boost your retirement savings or manage your superannuation more effectively? A recontribution strategy could be the answer. Our recent blog delves into how re-contributing lump sum payments to your super fund can reduce your taxable income and improve your retirement outcome. Whether planning for a tax-effective retirement or maximising your superannuation benefits, understanding these strategies is crucial. #Superannuation #SMSF #WealthManagement #RetirementPlanning #FinancialStrategies

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 #SMSF 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. Reach out if you'd like to learn more about how we can assist with your SMSF administration needs. #Superannuation #FinancialPlanning #TaxStrategy #RetirementPlanning #InvestmentManagement #TrusteeSupport

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://lnkd.in/ez_Vnd9u. #SMSF #WealthManagement #WholesaleSolutions #FinancialServices #BusinessSupport

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. #SMSF #Trustees #Superannuation #WealthManagement #SMSFSolutions

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://lnkd.in/gFdsjJHJ. #SMSF #Superannuation #RetirementPlanning #TaxStrategy #Intello

With over a decade of experience and 2,500+ funds managed, we deliver scalable, flexible services designed to meet your business’s unique needs. Whether acting as an extension of your team or supporting behind the scenes, our tailored SMSF solutions empower your business to grow and adapt seamlessly. Let us handle the complexities so you can focus on driving success: https://lnkd.in/gFdsjJHJ. #SMSF #BusinessSolutions #WealthManagement #SMSFExperts #FinancialServices

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. #SMSF #FinancialAdvice #ASIC #Superannuation #SMSFCompliance