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.
AUTHOR
Hope William-Smith
Recommended for you
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.
