Sydney, 16 September 2026 – Leading provider of accounting and SMSF administration software, Class has expanded its registry data and document feed capabilities, introducing an industry-first integration for unlisted investments through Automic, new registry document feeds with MUFG Pension & Market Services, and a direct cash statement feed from the Commonwealth Bank of Australia (CBA).
The enhancements provide SMSF professionals with greater access to trusted investment information within Class, streamlining administration and reducing the need for manual document collection across complex SMSF portfolios.
The announcement comes as SMSF professionals look to leverage automation to enhance productivity, with 44% of SMSF accountants identifying workflow automation as a key capability from software providers. At the same time, unlisted assets continue to grow within SMSFs, with advisers directing 21% of new inflows to active unlisted managed funds and a further 10% to index unlisted managed funds. Class’s direct registry connections introduced during FY25, already cover 97% of ASX-listed companies and provide ownership and holding balances for more than 2,280 listed securities.1
The enhanced integration with Automic delivers registry-sourced balances and supporting documents for unlisted holdings directly into Class, extending trusted ownership verification beyond listed securities, enabling SMSF professionals to meet reporting obligations more efficiently, with greater confidence and less manual effort.
In addition, Class has introduced new independently-assured (ASAE3402) registry document feeds with MUFG Pension & Market Services and a new direct-connect document feed from CBA, integrating cash statements from one of Australia’s largest financial institutions directly into Class.
General Manager Product, Class and NowInfinity, Angelique Faes, said the future of SMSF administration will be shaped by connecting trusted data, automation and processes to reduce manual effort and empower practices to operate with greater confidence.
“The opportunity isn’t simply access to more data. It’s bringing trusted information directly into the workflows SMSF professionals rely on every day, reducing their time spent sourcing and validating information and creating more capacity to focus on delivering better outcomes for their clients.
“As portfolios become more complex, SMSF professionals need greater visibility across both listed and unlisted investments. By extending ownership verification and registry-driven workflows to unlisted investments, we’re continuing to build trusted automation that enables professionals’ complete compliance and reporting obligations with more efficiency.
The new capabilities are part of Class’s ongoing focus on enabling productivity for financial professionals through innovative solutions, integrated data and automation. By continuing to streamline investment administration, Class is reducing complexity, enabling SMSF professionals to support their clients and scale their practices.
1. 2026 Investment Trends SMSF Adviser & Accountant Report
About HUB24
HUB24 Limited is listed on the Australian Securities Exchange, and includes the award-winning HUB24 Platform, Class, NowInfinity and myprosperity.
The HUB24 Platform offers advisers and their clients a comprehensive range of investment options, including market-leading managed portfolio solutions, and enhanced transaction and reporting functionality. As one of the fastest growing platforms in the market, the platform is recognised for providing choice and innovative product solutions that create value for advisers and their clients.
Class is a pioneer in cloud-based wealth accounting software and is recognised as one of Australia’s most innovative technology companies. Class delivers SMSF administration, trust accounting, portfolio management, legal documentation and corporate compliance solutions to financial professionals across Australia who depend on Class to drive business automation, increase profitability and deliver better client service.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery, increased productivity and enhanced customer experience for finance professionals and their clients.
For further information about HUB24, please visit www.HUB24.com.au
For further information about Class, please visit www.class.com.au
Disclaimer
The information contained in this document is provided by Class Pty Limited (ABN 70 116 802 058) and its subsidiaries (collectively, Class) and is current as at 15 September 2026. It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. This information is general in nature and may omit detail that could be significant to your particular circumstances. This information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. The information given in this document is in summary form and does not purport to be complete. While reasonable care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation and circumstances can change from time to time. Accordingly, neither Class nor any of its related bodies corporate make any representations or warranties as to the completeness or accuracy of the information in this document and none of these entities is liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions. Links to third-party websites are inserted for your convenience, but do not constitute endorsement of material on those sites or the relevant providers.
