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.
Cavendish and Heffron sign on to Class Super
Aug 2011: A great article in the AFR – Heffron and Cavendish are now customers of Class accelerating the take up of Class across the industry. Class is now growing at 10 times the rate of the overal industry – with market leading automation; all in one pricing and reduced IT costs the main drivers of growth cited by new customers as their reason for switching from other software providers. To read the full article, click here.
Class Super to Attend ATSA
Class Super will be attending the Accountants’ Technology Showcase Australia (ATSA) being held on the Gold Coast 21-22 October 2010. ATSA is Australia’s only dedicated IT event for accounting practitioners. Nowhere else will you find all suppliers at the same place at the same time, presenting their company, products and discussing technology issues.
If you’re looking to optimise your time and ensure your firm is getting the most that it can out of it’s technologies, ATSA is the event you can’t miss! Earlybird special available until 30th June.
To find out more, view the full programme & register visit: https://www.fmrcsmithink.com/atsa-2010.html
Perpetual Moves to Class Super
16 Nov 2009: Perpetual and Class Financial Systems announce full migration of self managed super fund (SMSF) portfolio to Class Super
Perpetual, one of Australia’s leading ASX listed investment managers and advisers announced today the selection of Class Financial Systems self managed super fund (SMSF) platform Class Super as its preferred platform for SMSF administration. Matt Pancino, Group Executive of Operations for Perpetual said “The Class Super platform was subject to extensive trials within our business. A number of funds have already been using the new platform for some time and we expect to have the majority migrated by November 2009 reporting period”, he continued.
Read the Press Release PerpetualPressRelease.pdf
