STREAMLINED SMSF OPERATIONS

Class Super has been designed to streamline all facets of SMSF administration including;

• New fund establishment wizards
• Fully integrated SMSF products and services
• Fund transfer tools and dedicated transition teams
• Fully automated client transactional data feeds
• Daily updated investment registry with historical data for listed instruments
• Full lifecycle pension suite for the establishment and ongoing management of all pension types
• Multiple member accounts supported (accumulation Pensions, and Reserves) with full segregation available
• Creation and storage of all reports (including bulk processing)
• Dynamic reporting with full event audit trail and drilldown with roll back capability
• Access control system to allow different user views based on their role(s) (eg. Member View, Admin View, etc.)
• Tax parcel election
• Interim and end of period processing with supporting audit trail and reporting
• Financial Statement generation, Statutory Reporting and Integrated ELS Lodgement
• Client branding supported (eg. firm, practice, partners)