How to transition an existing SMSF client to Superfund Wholesale

Superfund Wholesale is now Intello.

Please find the updated version of this article in the new Intello Help Centre here:




Please user the SMSF Transfer form located in the Adviser Area of our website:

If there are a large number of SMSFs to be transferred from a single provider (i.e. a former accountant or administrator) please contact us and we will organise for the client records and data to be transferred in bulk.

You can also download a simple transfer form / checklist here:

Have more questions? Submit a request


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