Using Class Super has allowed Graham Wilkes, Director of Perth-based GMW Chartered Accountants, to easily administer SMSFs and spend more time growing his client base.
After working in self managed super fund (SMSF) administration for seven years, Graham Wilkes decided to set up his own practice and established GMW Chartered Accountants. He used a desktop administration platform when he started his practice in 2014, but the software didn’t have the features he needed to run his business efficiently.
“It didn’t have a lot of the features of Class Super in terms of direct data feeds and process automation,” says Graham, who had used Class Super in his previous job and was familiar with its features. Once the number of SMSFs under administration had grown to a reasonable number, he moved to Class Super.
“I chose Class when I decided to switch because after using the software in my previous job, I knew it was the best solution available to make the SMSF administration process efficient.”
Graham moved his funds from the previous platform to Class Super in October 2017. He did so without any issues or assistance, thanks to Class’s straightforward transition processes.