How Smith Coffey improved SMSF compliance efficiency by 79%

Smith Coffey, a Perth-based financial services firm, needed to modernise its SMSF administration and cut down on manual workloads. By implementing Class, they achieved outstanding results: 

  5x faster lodgement

 

  79% efficiency increase

 

  213 billable hours saved

Watch how Class Super helped Smith Coffey deliver faster, more accurate results for their clients.

 

Smith Coffey is a specialist financial services firm supporting medical professionals with investment, superannuation and accounting needs. Faced with slow, manual systems that drained resources and risked compliance errors, the team turned to Class. By automating key processes and streamlining workflows, Smith Coffey dramatically improved efficiency and accuracy—freeing up time to focus on delivering exceptional client service. 

Smith Coffey’s legacy systems were slow and heavily reliant on manual data entry, making compliance and tax return preparation time-consuming and error-prone. The team faced significant resource drain and frequent rework due to inefficiencies. 

Switching to Class enabled Smith Coffey to automate key processes, particularly in tax return preparation and compliance monitoring. Integration with other platforms improved reporting speed and accuracy, while streamlined workflows reduced manual review time. 

Since adopting Class, Smith Coffey has transformed its operations—streamlining workflows, accelerating processes, and freeing up valuable time for higher-value work. The team now delivers faster, more accurate outcomes for clients, with efficiency gains that have reshaped their approach to SMSF administration.