Built for
SMSF Management
Enjoy seamless, online access to features that simplify, automate and accelerate SMSF compliance and client management.
Class Super from SMSF Incubator has all the tools you need to streamline SMSF accounting, from automated financial reports to eSignatures.
SMSF Compliance Management Features
Catch up and keep up with audit requirements and lodgement deadlines.
Class Super’s data integration and automated financial reports takes the busy-ness out of SMSF administration, making it seamlessly smooth.
By removing manual SMSF administration tasks, you not only save time but reduce the risk of errors.
Daily, secure and direct-connect data feeds for banks, brokers and wraps slash lodgement timeframes and the simplify auditing processes.
Save more time and boost productivity with a daily reconciliation of transactions and confirmation of quantities.
Automated data feeds, smart calculators and bulk processing capabilities combine to make it so much more efficient to process simple and complex corporate actions.
Execute corporate actions at a business level or a fund level to simplify SMSF fund management.
Save time, transactions – and errors – on general journals with automated journal entries or business events.
Every transaction has a full audit trail, making it easy to trace and simple to reprocess where required.
Slash taxing tax statement prep and data entry requirements.
The Tax Lodgement Console monitors and manage SMSF lodgements across your entire business, including a status of lodgement status for every entity for each financial year.
Generate detailed financial statement reports or customise financial statements to your business’s needs.
Report packs also allow you to customise, collate and produce groups of related reports.
Developed in partnership with DocuSign the eSignature feature includes pre-populated Class Reports, information porting to DocuSign and Signature Tracker to monitor document status.
Data encryption and two-factor authentication ensures your client documents are stored in the safest environment.
Electronic signatures reduce time effort and cost on manual tasks. eSignature features also help you to secure agreements faster, with almost half (49%) completed in less than 15minutes.
SMSF Client Management Features
SMSF Incubator will quickly become your new favourite work-mate.
You’ll love secure and central document management, client messaging, and live auto-updates.
Add branding to your client portal and invite clients to access of their entire portfolio anytime with live data online to enhance your client experience.
Provide trustees 24/7 access to live investments and SMSF data from any device. Whenever you’re ready, invite your clients to have secure access to their data.
Centralise client messaging and documents to find more time for client-facing work. It’s as simple to use as the texting and messaging apps on your smartphone, but with the filtering capabilities of email.
With a click of a button, instantly receive free residential property valuations directly from RP Data (CoreLogic). Additional services, such as title searches from RP Data can also be ordered and tracked via Class.
Automate the calculation of depreciation each Fin Year via a properties depreciation worksheet.
This is a business level overview of all SMSF entities complete with all your members, contribution and pension info.
Optimise your strategic planning of contributions and pension tracking with snapshots on contribution caps and pension limits.
Our one-click actuarial certificates return actuarial percentage and supporting documentation in just seconds.
CENTRALISING CLIENT MANAGEMENT
Entity Processing Features
Class Super features combine to make entity processing much quicker and easier.
Features include a consolidated view of SMSF portfolios, documents, tools to seamlessly process entities and corporate actions in bulk.
Income and foreign asset calculators, and near-instant actuarial certificates are also invaluable productivity tools.
Accomplish transfer balance account reporting in no time with the TBAR Console.
The console automatically records events that need to be reported to the ATO, thus satisfying compliance in no time. Prepare reports for all members across all funds for lodgement with ATO.
Class automatically captures ASX and other financial markets to assess income generation.
This includes income, franking credits and withholding tax are automatically processed, based on the information received from these sources.
Stop searching for documents!
Simple tagging, linking features help you to efficiently store, organise and manage documents in a central and secure system.
Centralising all documents regarding entities and investment portfolio documentation not only saves time, but opens up collaboration opportunities for further scale.
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.
Our one-click actuarial certificates return actuarial percentage and supporting documentation in just seconds.
