1. What is Class?
Class Super is a cloud-based SMSF administration solution. Class Super offers bulk processing capabilities, tax statement automation, access to over 200 data feeds directly from the source and so much more.
https://www.class.com.au/about-us/ - Please revert to the Class website for more information.
2. Who can use Class?
Class is available to all SMSF account holders, however it is commonly utilised by Accountants, Administrators, Financial Advisers, Auditors and Trustees.
3. How can I turn the Class data feed on for my SMSF account?
*Note, In order for the SelfWealth data feed to be transmitted successfully, each user will need to be an existing customer of Class*
- Login to your Selfwealth account https://secure.selfwealth.com.au/Account/Login
- Navigate to settings via the drop-down arrow in the right-hand corner of the screen.
- Select the ‘General’ tab:
- Scroll down to ‘Class Settings’ and toggle on to ‘Enabled’.
From this screen, you can also toggle your data feed off to ‘Disabled’.
If assistance is required, please contact the Selfwealth support team via email: support@selfwealth.com.au.
4. If I am an Adviser, how do I turn the Class data feed on for my clients? *Note this will be a Bulk consent
- Login to your Selfwealth account https://adviser.selfwealth.com.au/Account/Login
- Navigate to settings via the drop-down arrow in the right-hand corner of the screen.
- Select the ‘Data Feeds’ tab:
- Under ‘Bulk Data Feed Activation’, toggle on to ‘Enabled’.
- When you do, you will be notified that this is a bulk change, click ‘Continue’:
6. From this screen, you can also bulk toggle off all clients to ‘Disabled’.
5. What does the ‘Sync Feed’ option do?
Syncing new clients to the bulk consent:
If you add new clients after you have provided bulk consent, you will have the option to sync these new clients to the existing consented clients list.
If assistance is required, please contact the Selfwealth Adviser support team via email: adviserservices@selfwealth.com.au