Powered by momentummedia
Adviser Innovation logo
Advisor Inovation logo
Stay connected
Subscribe to the Adviser Innovation eNewsletter.
Class introduces new threshold filter

Class introduces new threshold filter

author image
By elaina ·
February 09 2017

Class introduces new threshold filter

SMSF software provider Class has added a new filtering feature designed to allow accountants to identify clients affected by the new superannuation reforms.

Class introduces new threshold filter
nestegg logo

The feature enables Class users to identify funds and members at key balance thresholds, those with transition to retirement income streams and fund members in relevant age brackets.

Class users can also identify which of the funds, they administer, use the segregation method and may be able to take advantage of capital gains tax relief offered under the reforms.

Further, users can create a list of funds that have a pension balance over $1.6 million, have segregated assets and have members who are close to retirement age.

"The reforms are the biggest changes since 2007 and now is the time to reach out to your clients and ensure that they are informed and have a plan of action," Class chief executive Kevin Bungard said.

Advertisement
Advertisement

"Class will continue to roll out new features and functionality to enable our users to efficiently address the changes and achieve the best outcomes for their clients."

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy