POWERED BY MOMENTUM MEDIA
CLASS SUPER
People & Products
Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan....
Superannuation
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
Superannuation
Class has named former Mortgage Choice and REA Group senior executive, Andrew Russell as its new chief executive....
People & Products
Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus....
People & Products
Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year....
Superannuation
Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming property market....
People & Products
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
People & Products
Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers in the Stockspot Partner Program....
Financial planning
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
People & Products
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
Accounting
Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Superannuation
Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....
Superannuation
Following the cancellation of a licence agreement with its largest customer, Class Limited has been forced to lodge a supplementary prospectus with ASIC for an IPO of ord...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....