Class signs Findex



Class and wealth accounting group Findex have announced a partnership aimed to automate and simplify complex trust accounting requirements for Findex’s family office clients.
The move would be expected to help Findex accelerate growth plans as it aspires to become one of the largest accounting and family office firms in Australia and New Zealand.
Class’ new trust accounting features, which helped transform the administration of self-managed super funds, would be leveraged to deliver the same benefits to Australian accounting firms managing the complex investment entities.
“The collaboration with Class further enhances our already advanced self-managed super fund (SMSF) market offering, with this increased capability and capacity enabling us to achieve our market growth ambitions,” Findex’ chief executive, Spiro Paule, said.
“We are thrilled to be collaborating with Class on this ambitious project. They have a track record of innovative and scalable fintech solutions and we’re confident this creates a market-leading solution for clients.”
Recommended for you
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they would get professional advice to improve their chances.
When it comes to the risks of acting as a responsible manager at an AFSL, compliance firm Holley Nethercote has shared a range of red flags that could see them facing disciplinary action from the corporate regulator.
Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers.