Class partners with SMSF provider
Class is partnering with self-managed super fund (SMSF) financial advice specialist, Plenty Plus and integrating its software with the provider, allowing accountants to directly identify SMSF clients needing advice leading up to the 1 July super reforms.
Class chief executive, Kevin Bungard said the end of the financial year had brought support for SMSFs into sharp focus.
“The impact of the super reforms on SMSF members and other investors frequently sees them needing advice beyond tax and compliance issues,” he said.
Accountants would be able to invite SMSF clients to use Plenty Plus directly.
The integration with Plenty Plus would add to more than 70 current provider partnerships for Class across various financial service and product types.
Recommended for you
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.