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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago