Class Blog

Class Portfolio Consolidated portfolios

Case study: Enhancing advice with Class consolidated portfolios

August 20, 2017

Accounting firm Perks is a longstanding member of the South Australian business community, approaching 30 years old. But a look inside the...

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Cloud Accounting Consolidated portfolios

Technology Makes “Whole of Wealth” Advice a Reality

June 22, 2017

SMSF trustees hold, on average, as much wealth outside their SMSF as inside, not including the family home.

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Investment Trusts: The new growth frontier in accounting

In this paper, we highlight the investment trust opportunity and explore how accountants can overcome common administration challenges to build a robust and scalable offer in this growing space. Find out how to standardise and automate trust accounting and administration with Class Trust.

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