Product Overview

The future of trust accounting and administration

Class Trust empowers you to simplify and automate your trust accounting and administration in an industry-first cloud solution.

  • Standardise administration processes for discretionary, family and unit trusts

    Powerful accounting and administration of trusts, and bulk processing of corporate actions.

  • Save hours of manual entry with automated investment tracking and reconciliation

    Generate financial statements and tax reports on-demand and customised to your firm’s needs.

  • Access up to date information on your clients’ trust portfolios

    Get a holistic view of a client’s financial position, taxable income and capital gains.

  • Streamlined administration of your clients’ trusts

    Save time and automatically calculate the income components available for each beneficiary.

Class Trust can rapidly drive business efficiencies, solve disjointed manual processes and finally delivers a genuine trust accounting solution for accountants through comprehensive trust financial statements and tax reporting.

Who is Class Trust for?

Accountants and Administrators

Make real-time decisions and access updated information on your clients’ investments.

Financial Advisers

Access updated information to help you provide a more proactive client service.

Beneficiaries

Manage and track any entity investment position and performance via our online Class app.

On demand training and education

Learn how to make the most of Class’ products and build your business. Choose from free industry courses, training modules, fact sheets, videos and technical articles and events. 

Your dedicated Class Consultant

Get expert help and support whenever you need it. Our consultants are highly trained with accounting qualifications.

Tailored plans to suit your business

Our annual licensing fee for Class Trust includes full access to all the advanced features, functionality and processing automation.

  • Unlimited Class users per licence

    Even better, you can extend your Class access to staff, clients, advisers – all fully included in your licence fee and managed by you.

  • Free implementation with a Class consultant

    Your licence includes full free implementation service including training and award-winning support via phone and email.

  • Simple and secure transition service

    Our specialist transitions team will migrate large volumes of entities while maintaining the highest levels of quality control.

Everything you need to know about our trust solutions

Find out more about Class’ trust solutions and how you can leverage investment trusts for your firm

Download Flyer

Trusted by Australia’s wealth accounting professionals

Our customers share their success stories and how Class helped them along the way.

“Class Trust gives us comfort that we’ve captured all of the information on a client’s portfolio, leading to more complete and accurate outcomes.”

Winston Lee

Assistant Manager – SMSF

“Class support is unrivalled in its professionalism and willingness to support its users. Whenever I reach out for assistance, the team always deliver and go the extra mile, no matter how tedious my request may end up being! I never hesitate to pick up the phone when I am stuck. I only wish all tech support services were like Class.”

Karen Glover

Accountant, Argyle Professionals
3,600
accounting and administration firms rely on Class
185,000+
entities administered on Class
500,000+
entities administered on NowInfinity
Source: Class and NowInfinity data, as of December 2020

Grow your business. Request a personalised Demo.

We’re here to help. Why not request a demo, so you can see first-hand how intuitive our solutions are, and the dramatic productivity gains they can deliver?