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....

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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Superannuation

Class has named former Mortgage Choice and REA Group senior executive, Andrew Russell as its new chief executive....

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People & Products

Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus....

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People & Products

Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year....

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Superannuation

Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming property market....

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People & Products

SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....

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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....

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Financial planning

Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...

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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....

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Accounting

Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....

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Superannuation

Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....

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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...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago