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.
