Australia’s first cloud based SMSF administration solution. Class Super offers zero touch features, bulk processing capabilities, tax statement automation, access to over 200 data feeds direct from the source and so much more. 

Leading cloud SMSF administration

Class Super has everything you need to administer self-managed super funds (SMSFs) efficiently and cost-effectively. It provides a highly automated solution to simplify compliance and deliver business efficiencies for your firm.

Journal entries

Automated journal entries

Automated ‘business events’ will save you having to complete general journals and multiple transactions, which is simpler, more accurate, and less error-prone.

All transactions include a full audit trail and are easy to trace and simple to reprocess where required.

Tax statements

Tax statement automation

Smart searching and aggregating tax statement data to dramatically reduce tax statement data entry and preparation time. The Tax Lodgement Console allows you to easily track and manage SMSF lodgements across your entire business. It shows you which entities have or haven’t lodged returns for each financial year the fund was on Class. It also displays a list of all tax statements that require processing, including the status and action required.

Corporate actions

Bulk processing of corporate actions

Easy processing of both simple and complex corporate actions, through automated data feeds, smart calculators and bulk processing capabilities. Our corporate actions can be easily accessed and processed at a business level and fund level to help you manage your clients’ funds with ease.

Data feeds

Industry-leading data feeds

Over 200 direct-connect data feeds for banks, brokers and wraps – daily, securely and at no additional cost. Our data feeds have been awarded an ASAE3402 certification, which can help reduce audit complexity and lodgement time frames.

Daily reconciliation of transactions and confirmation of quantities saves you time and greatly improves productivity.

Fin statement reports

Automated financial statement reports

A comprehensive suite of detailed financial statement reports can be generated on-demand and customised to your business’s needs. Reports can also be created via report packs, allowing you to customise, collate and produce groups of related reports.

Electronic Signatures

Accelerate your business with Electronic Signatures

Class’s Electronic Signatures solution helps you sign agreements and contracts digitally. Developed in partnership with DocuSign the features include pre-populated Class Reports, information porting to DocuSign and Signature Tracker to monitor document status. With DocuSign’s global security standards, you’ll be using the strongest data encryption technologies including two-factor authentication providing the highest security for your client documents.

Our Electronic Signatures solution helps you to:

  • Save time: Up to 82% of agreements are completed in less than a day, and 49% in less than 15 minutes* 
  • Gain efficiencies: Eliminate manual tasks and gain efficiencies for your customers.  
  • Reduce costs: Reduce business costs and spend your time on what matters most to your customers. 

 

Reporting and client servicing features

Class Super puts you in complete control of your SMSF entities. It’s a flexible, scalable solution that rapidly drives business efficiencies, makes SMSF admin more profitable, streamlines client services and fuels business growth – whatever your current business environment.

Actuarial certificates

One-click actuarial certificates

Class has a highly streamlined process for requesting actuarial certificates from leading providers in the market. From within the Class application, you can request an actuarial certificate, and have the actuarial percentage and supporting documentation returned to you in only a matter of seconds.

Property valuations

Complimentary property valuations

With a click of a button, you can receive instant residential property valuations directly from RP Data (CoreLogic) at no additional cost. Additional valuation types and services, such as title searches from RP Data can also be ordered and tracked on Class.

On Class, you can also access a depreciation worksheet for all your properties in order to automate the calculation of depreciation each financial year.

Client view

Streamlined client view

Class’ client view allows you to provide trustees and clients with 24/7 access to their own up to date view of investments and SMSF data from any device. Whenever you’re ready, you can simply invite your clients to have secure access to their data.

On Class, you can white-label your client view and invitations to clients to look and feel like your own brand.

Client messaging

Automated client messaging

Class’ client messaging provides a simple and secure way to exchange messages and documents between you and your clients. It’s as simple to use as the texting and messaging apps on your smartphone, but with the filtering capabilities of email.

Member Console

Single-view member console

The Class Member Console provides a business level overview of all SMSF entities. See all your members, together with contribution and pension information. Class Member Console allows you to easily view contribution caps and pension limits – which is extremely valuable in strategic planning and contribution and pension tracking.

Entity processing

With Class Super, you get to choose exactly which elements of the SMSF you work on, and which you pass to other service providers – with the added confidence of knowing your client relationships stay protected throughout.

TBAR console

Automated TBAR console

Class’ TBAR Console provides bulk event-based reporting, significantly reducing the complexity brought about by the introduction of transfer balance account reporting. The console automatically records events that need to be reported to the ATO, reducing time and supporting compliance needs for accountants and their clients.

Income generation

Income generation

Class automatically generates income, using announcement data from the ASX and other financial markets.

Income, franking credits and withholding tax are automatically processed, based on the information received from these sources.

Document management

Simplified document management

Now there’s a simple way to store, organise and manage documents in Class. Our Document Management features mean you’ll never have to spend time looking for documents again – you can simply tag and link them within Class so you can easily search for and retrieve them at a later date, all in a secure environment.

Class document management provides a single source of truth for all your entities and investment portfolio documentation, delivering significant efficiency and collaboration opportunities.

Foreign assets

Foreign asset support

Foreign asset support provides accountants and financial advisers involved in the maintenance of investment portfolios with a greatly simplified solution to process and account for foreign equities and cash.

Everything you need to know about our SMSF solutions

Find out more about Class’ SMSF solutions and how you can leverage SMSF entities for your firm

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