News : Administration

Administration, Appointments, Business News

Class appoints new CEO

Class has appointed former Mortgage Choice chief executive Andrew Russell as its new CEO and managing director.

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Administration, Tax

Class offers new automated tax statement service

Class has introduced an automated tax statement system that can create individual or bulk statements for directly held securities.

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Administration, Documentation, Pensions

Advisers urged not to skimp on pension documents

A leading service provider has recommended SMSF advisers opt for full pension documents, even if it may cost clients more, to prevent confusion and breaches of PI insurance.

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Administration, Superannuation

SMSF Association highlights value of Class data

The SMSF Association has claimed cost comparison data produced by Class is an important corrective to numbers presented in the Productivity Commission’s final report.

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Administration, Regulation

Time ticking on six-member SMSF proposal

Six-member SMSF strategies may need to be postponed given the government may be unable to legislate the proposal before the election.

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Administration, Business News

SuperConcepts names interim CEO

SuperConcepts has named an interim CEO while it seeks a permanent replacement for Natasha Fenech.

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Accounting, Administration

Class integrates with Xplan

Class today announced its new data feed integration with IRESS’s wealth management software, Xplan, which will allow a shared single view of investments and other data for financial advisers, accountants and their clients.

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Administration, Business News

New leadership at Class for next growth phase

SMSF administration software provider Class has announced its chief executive, Kevin Bungard, will step down from his role by mutual agreement with the board.

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Administration, ATO, Regulation

TBAR just the start of SMSF automation journey

SMSF practitioners must acknowledge the inevitability of the transfer balance account report (TBAR) regime moving to full, automated online reporting for the sector and what this will mean for their businesses.

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Administration, Business News

SuperMate unveils bulk TBAR solution

SuperMate has launched a bulk transfer balance account report (TBAR) solution that allows SMSF practitioners to transmit bulk lodgements of multiple returns to the ATO portal.

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