Submit a request
Details of the services provided by Superfund Wholesale.
Getting Started with Intello
Is there a demonstration login available?
How do I sign up to Superfund Wholesale?
How can I get support or ask a question?
How to set up a new SMSF
How to transfer an existing SMSF to us
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ATO versus ASIC – so who does what?
What data feeds do you get?
Common questions on client data security and controls
What data security do we have in place?
Who is our independent auditor?
Where is the work done (do we offshore)?
See all 7 articles
Pricing and Fees
New SMSFs - Minimum Fees for 1st Year Administration
Viewing your invoices online
Direct Debit - Dishonoured Payments
Are discounts available for advisers and their employees?
What are your fees?
What's included in our fees (and what's not)?
See all 8 articles
Establishment of Entities
New SMSFs with Property (including LRBAs)
New SMSF Establishment Process
New SMSFs - Initial contribution for members over the age of 65
ATO Interviewing SMSF trustees as part of ABN registration process
Will the ATO contact my clients?
Bank accounts for new SMSFs
See all 10 articles
Transition of Existing SMSFs
What happens after you submit an SMSF transfer request
Process of transferring from another SMSF administrator who uses Class Super
Checklist of information required to transfer an SMSF to Superfund Wholesale
How to transition an existing SMSF client to Superfund Wholesale
End of Financial Year Accounts Finalisation
Audit Supporting Document Requirements
SMSF Property Purchase Documentation Requirements
What is the ATO Supervisory Levy?
Tax Agent Options and Sub-Branch Registration
Westpac Accounts - Downloading Statements and Transactions
Westpac Accounts – Online Data Feed Activation
SMSF Loan Accounts - Data Feeds
Matching of Parcels for Capital Gains Tax Disposal
See all 11 articles
10 year prepayment of ASIC annual review fees
ASIC Registered Agent and Virtual Registered Office Services
Non-SMSF Portfolio Reporting
Related party unit trusts
Technical and Systems Info
Class Super data feed into Xplan IPS
Xplan / Class Super - Integration Set Up and Reporting (Video)
Xplan integration with Class Super
Adding your company logo to FundWeb and Reports
DocuSign - Electronic Signing
Getting started with DocuSign for your business
DocuSign - Client Basics
DocuSign - Common Client Questions
DocuSign - Client Experience Demonstration
DocuSign - Adviser & Client Experience (SFW Branding)
Electronic signing of trust deeds - what you need to know!
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