For information on how to connect to Class, click here.
Copy funds into Class
When you receive the documentation for a SMSF establishment, the Class Super option will appear under "integrations":
Click on Copy, enter the required information and click on "Create Fund in Class Super":
Importing data into SMSF documents
When creating a document for a SMSF have the option to import data from Class Super by clicking on the integration icon:
Click on the Class Super logo:
Search for the name of the fund and click on "Select":
The below details of the Fund are pre-populated into the form:
Fund
- Name of Fund
- Date of Establishment
- Date of Variation
- Jurisdiction
Trustee (Individual)
- Trustee's first, middle and last name
- Residential Address
Trustee (Corporate)
- ACN
- Company name
- Registered Address
- Director's first, middle and last name
- Director's Residential Address
Member
- Member's first, middle and last names
- Residential address
- Date of birth
- TFN