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Goodbye manual entry

Class Trust supports compliance with ATO changes to the annual tax return for the 2023–24 income year and onwards. Class Trust automates the new trust income schedule, pre-filling beneficiary income to eliminate manual entry and reduce errors.

Simplify tax time

Electronically lodge trust tax returns and associated schedules, including the CGT, Losses, Rental and Trust income schedules. Work efficiently with secure data transfer between your practice and the ATO.

Regulation ready software

Industry-first online trust accounting with automatic updates for new features and compliance. Easy-to-use, efficient and streamlines client services, driving business growth.

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More reasons to trust us for trust accounting

  • Standardise administration for Discretionary, Family, and Unit Trusts

    Efficiently manage trust accounting and administration with powerful tools, including bulk processing of corporate actions.

  • Save hours with automated investment tracking

    Generate financial statements and tax reports on-demand, customised to your firm’s needs, eliminating manual entry.

  • Access up-to-date client portfolio information

    Obtain a comprehensive view of your clients’ financial positions, taxable income and capital gains.

  • Efficient income streaming

    Automate income streaming for franked income, credits and capital gains, saving time on manual calculations.

Ready for a seamless tax season?

Try Class Trust at no cost for 90 days.

What’s included:

  • All features including the automated trust income schedule for the FY24 tax return
  • No cost transitions from your current software
  • Support from CA/CPA/SSA certified consultant

Sign up now to take advantage of this exclusive offer.^

“Class Trust gives us comfort that we’ve captured all the of the information on a client’s portfolio, leading to more complete and accurate outcomes.”

Winston Lee

Assistant Manager – SMSF

“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”

Timothy Kyriazis

Project Manager

“Class support is unrivalled in its professionalism and willingness to support its users. Whenever I reach out for assistance, the team always deliver and go the extra mile, no matter how tedious my my request may end up being! I never hesitate to pick up the phone when I am stuck. I only wish all tech support services were like Class.”

Karen Glover

Accountant, Argyle Professionals

^Offer is available to clients managing more than 25 trust entities. Eligibility requires successful verification, with billing set to begin after the complimentary 90-day usage period.

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