“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
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. All 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.
Electronic Lodgment
Lodge tax returns electronically with the ATO, saving hours of manual data entry.
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.
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
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“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