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SMSF modelling added to intelliflo platform

Patrick Buncsi19 April 2024
intelliflo advice SMSF modelling

Adviser technology firm intelliflo has unveiled a key upgrade to its flagship software suite, ‘intelliflo office’, adding a comprehensive cashflow modelling capability for self-managed super funds (SMSFs).

The newly launched capability includes detailed cashflow inputs, projections, and outputs for clients who have SMSFs or those considering establishing an SMSF.

Users can now perform scenario modelling for an SMSF, underpinned by all legislative and tax requirements, intelliflo said, to show outcomes of using an SMSF.

“SMSFs can include a variety of inputs – including properties, physical assets, investments, liabilities, and expenses – all of which can now be included in detailed projections and better personalised advice for clients by advisers taking a deeper dive into SMSFs and conducting ‘cashflow within cashflow’ reviews,” said Stephen Wirth, product strategy lead at intelliflo Australia.

“Supporting advisers who are managing clients with more sophisticated multi-entity advice needs is a priority for us, to help our customers ensure the overall end-to-end advice journey from client onboarding to advice presentation is integrated, intuitive, and innovative,” he said.

The SMSF sector boasts more than 1.1 million members with upwards of 610,000 funds managing close to $876 billion in assets, according to figures from the Australian Taxation Office.

intelliflo notes this is the first in a series of planned enhancements to its office suite that are aimed at facilitating detailed projections and real-time scenario modelling for multi-entity advice and clients with SMSFs, family or discretionary trusts, corporate entities, and more.

Earlier this month, intelliflo secured two-way data-sharing integrations with financial product comparison platforms ProductRex, for superannuation and investment product recommendations, and Omnium.

More than 30,000 financial advisers in the US, UK, and Australia use intelliflo’s end-to-end, cloud-based business management platform, the wealthtech reports.


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