Over the last quarter, Class and NowInfinity have released a series of enhancements focused on tighter Class–NowInfinity integration, smarter document management, stronger compliance, and more efficient SMSF, trust and company workflows. These updates span Class Super, Class Trust, Class Portfolio and the NowInfinity corporate compliance platform, helping firms save time, reduce risk and improve data consistency across their advice tech stack.
How has Class improved SMSF, trust and portfolio administration this quarter?
Smarter document management and registry data
This quarter, Class has continued to invest in the Document Management System (DMS), making it easier to manage growing volumes of client and fund documentation across Class Super, Class Trust and Class Portfolio.
Key enhancements include:
- More powerful DMS workflows: Bulk download and upload, richer source and status fields to track verified documents, improved filtering and tagging, visibility controls for read-only users, support for more file types and more flexible document descriptions.
- NowInfinity Direct Connect documents into Class: Establishment documents for new SMSFs and trusts created in NowInfinity now flow directly into the Class DMS, tagged and stored against the relevant fund or entity.
- Share registry documents from Automic: Tax statements, dividend, distribution and transaction statements are now automatically loaded into Class from Automic on a regular schedule, landing directly in the DMS.
Together, these updates reduce manual document handling and improve the integrity of records across your SMSF, trust and portfolio book.
Streamlined reporting, compliance and tax workflows
Several enhancements this quarter target compliance oversight, reporting automation and tax treatment accuracy within Class:
- Fund Compliance Status on the Fund Dashboard: A new compliance status indicator helps you manage SuperStream rollovers and audit readiness, with statuses automatically updated on a regular cycle.
- More flexible reporting with new merge fields: An additional 59 merge fields across fund, member and pension levels give practices more options to automate letters and communications as part of report packs, while updated report content and styling improve readability.
- Electronic lodgement for wind-up funds: You can now electronically lodge wind-up funds for FY2026 using prior-year stationery, removing the need to wait for new stationery or revert to manual processes.
- Refined ATO interest and tax payment treatment: ATO interest payments classified as community level income have reverted to being assessable income (reversing a previous change), while refunds of General Interest Charge (GIC) are treated as non-assessable from 1 July 2025. The Fund Income Tax Payment Expense description now clearly distinguishes non-deductible GIC from assessable early payment interest.
These changes are designed to reduce rework, clarify tax positions and tighten compliance controls for administrators and auditors.
Data feeds and Property Title Searches
To support more efficient portfolio administration in Class Super and Class Portfolio, a number of feed and processing improvements were released:
- AMP North feed upgrade with SMA support: SMA investments in AMP North are now consolidated, so users see a single holding per investment, simplifying portfolio views and reconciliation.
- New Betashares Direct feed: A new data feed, including direct connect documents, is now available on a quarterly basis for eligible funds.
- Ability to search using Address: You can now search for a Title Reference using the property address if you don’t have the Title Reference on hand.
- Multiple Title Searches supported: You can also edit the Title Reference field, allowing you to perform additional Title Searches for the same property where multiple Title References exists
What’s new in NowInfinity for company and SMSF compliance?
Deeper Class and NowInfinity two-way integration
A major focus this quarter has been strengthening the integration between NowInfinity and Class so that SMSF and trust data flows more seamlessly across the ecosystem.
Key changes include:
- Multiple Class Business Codes per NowInfinity account: You can now link all accessible Class Business Codes to a single NowInfinity account.
- Two-way Class integration in interview forms: When completing NowInfinity interview forms, users can now view and select funds from all linked Class Business Codes, with smarter column labelling based on entity type (Business Code for SMSF, ACN for companies, ABN for trusts, DOB for individuals).
- Real-time fund list updates: When a fund is added or deleted in Class, the search results in NowInfinity are automatically refreshed.
For firms using Class Super alongside NowInfinity, this delivers a more cohesive SMSF and trust workflow from establishment through to ongoing administration and compliance.
Faster ASIC and SMSF document workflows
NowInfinity has also introduced updates to help practices move faster on company and SMSF documentation while maintaining audit-ready records:
- Amend company registration documents post-registration: Users can now amend company registration documents directly from the collaboration page.
- Mark ASIC forms as sent externally: ASIC forms sent outside the platform can now be marked as “sent” from the lodgements page.
- Updated ATO Trustee Declaration forms: The latest ATO trustee declaration has been added across key SMSF documents, including SMSF establishment and change of trustee documents.
- Pension commutation validation: The “Enter Dollar Amount” field in the Pension Commutation document now accepts only numerals and decimal points.
Supporting deed compliance
- Trust deed templates updated for Queensland perpetuity rules: Fixed Unit Trust, NSW Land Tax Unit Trust and Discretionary Trust Deed templates now reflect the extended 125-year perpetuity period under Queensland’s updated Property Law Act, ensuring deeds remain compliant with current legislation.
View all recent enhancements to Class and NowInfinity.