Over the past quarter, Class and NowInfinity have delivered a suite of enhancements designed to strengthen integration, streamline document management, improve compliance, and optimise SMSF, trust, and company workflows. These updates span Class Super, Class Trust, Class Portfolio and the NowInfinity corporate compliance platform, helping firms save time, reduce risk and and maintain data consistency across their advice tech stack.
Class: Smarter SMSF, trust and portfolio administration
Enhanced document management and registry data
Class continues to invest in its Document Management System (DMS), making it easier to manage growing volumes of client and fund documentation across Class Super, Class Trust, and Class Portfolio.
Key updates include:
- More powerful DMS workflows: Bulk download and upload, richer source and status fields for verified documents, improved filtering and tagging, visibility controls for read-only users, support for more file types, and flexible document descriptions.
- Direct Connect from NowInfinity: Establishment documents for new SMSFs and trusts created in NowInfinity now flow directly into the Class DMS, tagged and stored against the relevant entity.
- Share registry documents from Automic: Tax statements, dividend, distribution, and transaction statements are now automatically loaded into Class from Automic on a regular schedule.
These updates reduce manual handling and strengthen record integrity across your SMSF, trust, and portfolio book.
Streamlined reporting, compliance and tax workflows
This quarter’s enhancements include:
- Fund Compliance Status on the Dashboard: A new indicator helps manage SuperStream rollovers and audit readiness, with statuses updated regularly.
- More flexible reporting: 59 new merge fields across fund, member, and pension levels enable greater automation of letters and communications, while updated report content and styling improve readability.
- Electronic lodgement for wind-up funds: FY2026 wind-ups can now be lodged electronically using prior-year stationery, eliminating manual processes.
- Refined ATO interest and tax payment treatment:
- ATO interest payments classified as community-level income have reverted to being assessable income (reversing a previous change).
- General Interest Charge (GIC) refunds are treated as non-assessable from 1 July 2025.
- Fund Income Tax Payment Expense descriptions now clearly distinguish non-deductible GIC from assessable early payment interest.
These changes reduce rework, clarify tax positions, and tighten compliance controls for administrators and auditors.
Data feeds and property title searches
To support more efficient portfolio administration in Class Super and Class Portfolio, a number of feed and processing improvements were released:
- AMP North feed upgrade with SMA support: SMA investments are now consolidated, so users see a single holding per investment for simpler portfolio views and reconciliation.
- New Betashares Direct feed: Available quarterly for eligible funds, including direct connect documents.
- Property Title Search improvements:
- Search by property address if Title Reference is unavailable.
- Edit Title Reference fields to perform multiple searches for properties with multiple references.
Class Quarterly Product Webinar
NowInfinity: Stronger compliance and integration
Enhanced Class-NowInfinity integration
This quarter we have strengthened the integration between NowInfinity and Class to enable more seamless SMSF and trust data flows across the ecosystem.
Key changes include:
- Multiple Class Business Codes per account: Link all accessible Class Business Codes to a single NowInfinity account.
- Two-way integration in interview forms: View and select funds from all linked Class Business Codes, with smarter column labelling based on entity type (Business Code for SMSF, ACN for companies, ABN for trusts, DOB for individuals).
- Real-time fund list updates: When a fund is added or deleted in Class, NowInfinity search results refresh automatically.
This delivers a more cohesive SMSF and trust workflow from establishment through to ongoing administration.
Faster ASIC and SMSF document workflows
NowInfinity has also introduced updates to help practices move faster on company and SMSF documentation while maintaining audit-ready records:
- Amend company registration documents post-registration directly from the collaboration page.
- Mark ASIC forms sent externally as “sent” from the lodgements page.
- Updated ATO Trustee Declaration forms across key SMSF documents, including SMSF establishment and change of trustee documents.
- Pension commutation validation now accepts only numerals and decimal points in the “Enter Dollar Amount” field.
Supporting deed compliance
- Trust deed templates updated for Queensland’s extended 125-year perpetuity period under the Property Law Act, ensuring compliance for Fixed Unit Trust, NSW Land Tax Unit Trust, and Discretionary Trust Deeds.
NowInfinity Quarterly Product Webinar
Want to learn more?
View all recent updates to Class and NowInfinity.