Class implements filters to handle super changes

funds-management/Class-Super/SMSF/Software/accounting/

8 February 2017
| By Staff |
image
image
expand image

Cloud-based self-managed superannuation fund (SMSF) administration software provider, Class has added to its product offering.

The company announced this week it had introduced advanced filtering to allow SMSF accountants to identify and assist SMSFs impacted by the super reforms.

According to Class, the filtering enables Class users to quickly identify funds and members at key balance thresholds, those with transition to retirement income streams and fund members in relevant age brackets.

Commenting on the filter development, Class chief executive, Kevin Bungard said the improvements were part of an ongoing program to assist accountants and administrators to implement strategies around the super reforms.

"The reforms are the biggest changes since 2007 and now is the time to reach out to your clients and ensure that they are informed and have a plan of action," he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago

TOP PERFORMING FUNDS