Member Console

A single view of all SMSF member information

The Class Member Console provides a business level overview of all SMSF members managed by a practice.

The Member Console displays contact details for members, together with contribution and pension information. It allows you to easily view contribution caps and pension limits – which is extremely valuable in strategic planning and contribution and pension tracking.

All data can be exported to an Excel CSV file to assist with further filtering, searching and data modelling.

The Console also allows you to manage invitations to Class client view. You can grant access to SMSF members so they can view their up to date investment data and pension, contribution and fund information.

 

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