Streamlined SMSF Administration for Self-Managed Super Fund

Smart searching and aggregating tax statement data to dramatically reduce tax statement data entry and preparation time. The Tax Lodgement Console allows you to easily track and manage SMSF lodgements across your entire business. It shows you which entities have or haven’t lodged returns for each financial year the fund was on Class. It also displays a list of all tax statements that require processing, including the status and action required.

Easy processing of both simple and complex corporate actions, through automated data feeds, smart calculators and bulk processing capabilities. Our corporate actions can be easily accessed and processed at a business level and fund level to help you manage your clients’ funds with ease.

Over 200 direct-connect data feeds for banks, brokers and wraps – daily, securely and at no additional cost. Our data feeds have been awarded an ASAE3402 certification, which can help reduce audit complexity and lodgement time frames.

Daily reconciliation of transactions and confirmation of quantities saves you time and greatly improves productivity.

A comprehensive suite of detailed financial statement reports can be generated on-demand and customised to your business’s needs. Reports can also be created via report packs, allowing you to customise, collate and produce groups of related reports.

Class’s Electronic Signatures solution helps you sign agreements and contracts digitally. Developed in partnership with DocuSign the features include pre-populated Class Reports, information porting to DocuSign and Signature Tracker to monitor document status. With DocuSign’s global security standards, you’ll be using the strongest data encryption technologies including two-factor authentication providing the highest security for your client documents.

Our Electronic Signatures solution helps you to:

• Save time: Up to 82% of agreements are completed in less than a day, and 49% in less than 15 minutes* 
• Gain efficiencies: Eliminate manual tasks and gain efficiencies for your customers 
• Reduce costs: Reduce business costs and spend your time on what matters most to your customers

• Over 69% coverage of ASX-listed companies from the top share registries combined, including Boardroom, Computershare and MUFG Pension & Market Services (formerly Link Market Services)* 

• Providing ownership and holding balances for over 1,600 unique ASX-listed companies*  

• All registry data will be covered by ASAE 3402 assurance for added trust and reliability 

• Industry first Document Feeds source statements directly from Macquarie alongside HUB24 

• Easily access bank, investor and tax statements within the entity’s Document Management System (DMS) 

• Streamlines your end-of-year workflow by eliminating manual sourcing of statements  

With a click of a button, you can receive instant residential property valuations directly from RP Data (CoreLogic) at no additional cost. Additional valuation types and services, such as title searches from RP Data can also be ordered and tracked on Class.

On Class, you can also access a depreciation worksheet for all your properties in order to automate the calculation of depreciation each financial year.

Class’ client view allows you to provide trustees and clients with 24/7 access to their own up to date view of investments and SMSF data from any device. Whenever you’re ready, you can simply invite your clients to have secure access to their data.

On Class, you can white-label your client view and invitations to clients to look and feel like your own brand.

Class’ client messaging provides a simple and secure way to exchange messages and documents between you and your clients. It’s as simple to use as the texting and messaging apps on your smartphone, but with the filtering capabilities of email.

The Class Member Console provides a business level overview of all SMSF entities. See all your members, together with contribution and pension information. Class Member Console allows you to easily view contribution caps and pension limits – which is extremely valuable in strategic planning and contribution and pension tracking.

Now there’s a simple way to store, organise and manage documents in Class. Our Document Management features mean you’ll never have to spend time looking for documents again – you can simply tag and link them within Class so you can easily search for and retrieve them at a later date, all in a secure environment.

Class document management provides a single source of truth for all your entities and investment portfolio documentation, delivering significant efficiency and collaboration opportunities.

Foreign asset support provides accountants and financial advisers involved in the maintenance of investment portfolios with a greatly simplified solution to process and account for foreign equities and cash.