Each year, your SMSF trustee clients need to consider life insurance for the members of their fund, which also includes liquidity, liabilities and cash flow requirements as part of the funds investment strategy.
Through the seamless integration with Class Super, SMSF Life Insurance Reviews (SMSF LIR) is your once per year audit check that you can complete in a few clicks online for your SMSF trustees.
As a Class Super user, you will enjoy 1 click data syncing between Class and your SMSF LIR dashboard. What’s more, we’re completely independent and there is no sales spin or product selling, just pure and simple compliance.
View a demo of the integration with Class below.
Click the “Read more” button below to give your Free Trial a go.