30 January 2012 – Class Super and Macquarie Equity Lever Announce Joint Venture
Jan 2012: Class Super and Macquarie Specialist Investments (MSI) recently announced a joint initiative which will benefit Self Managed Superannuation Fund (SMSF) trustees, advisers, administrators and accountants. Effective Monday 30 January, 2011, MSI will be making its Macquarie Equity Lever (Equity Lever) investor data available on one of Australia’s leading SMSF administration solutions, Class Super. To read the full article, click here.
January 2012 – Product Release
Jan 2012: There are three (3) major features in this Release:
1. Feeds console has been updated to provide greater details on why a feed is not active.
2. Holding Reference details for Macquarie accounts have been updated to allow users to select whose Authority is being used.
3. New broker feed available from Patersons.
Full Release Notes are available under the Help menu within Class Super.
December 2011 – Product Release
Dec 2011: There are five (5) major features in this Release:
1. Functionality has now been added to Classify entries directly from the Match Transactions screen.
2. Historical data retrieval now available for Third Party Authority Macquarie accounts. No longer need to request through Support.
3. Custom Holding GL Classifications have been updated to include Borrowings and Sundry Creditors.
4. Data feeds have now been enabled for Macquarie Equity Lever.
5. Feeds Authority forms can now be pre-populated with relevant details for several institutions.
Full Release Notes are available under the Help menu within Class Super.
October 2011 – Product Release
Oct 2011: There are five (5) major features in this Release:
1. Improved functionality has been added for Contribution Splitting. See Help for more details.
2. Ability to nominate a default bank account as the first account viewed in FundWeb.
3. Performance for manual data loads has been improved, allowing quicker load times.
4. More feed providers now supporting data reconciliation.
5. TopDocs & SMSF Outsource Solutions added to the Products Shopping Cart.
Full Release Notes are available under the Help menu within Class Super.
September 2011 – Product Release
Sept 2011: There are five (5) major features in this Release:
1. Major screen ‘Makeovers’ when you browse Funds, Holdings & Security Issues….just start typing to search by Code or Name!
2. FundWeb now includes Contribution Caps and transaction details for Pension Limits.
3. Overnight Balance Reconciliation with selected Wrap & Broker feeds…right-click of holding to see details of adjustments and corporate actions affecting the balances.
4. New ‘Investment Income Comparison Report’ – this will assist auditing by comparing the fund’s income transactions vs. market announcements.
5. Editable rich text fields added to Notes to Financial Statements, as well as Date of Letter field available for various letters within Class.
Full Release Notes are available under the Help menu within Class Super.
