by Class | May 13, 2019 | Financial Services
6 May 2019 – Class has released its SMSF Benchmark Report for March 2019. This quarter’s special feature casts a spotlight on the characteristics and trends of newly established SMSFs, including the average number of members, establishment age, fund balances and...
by Class | Feb 7, 2019 | Financial Services
5 February 2019 – Class has released its SMSF Benchmark Report for December 2018, which includes a detailed feature on the asset allocation preferences of over 3,000 managed funds. In previous Benchmark Reports, Class has used the Top 20 managed funds as an...
by Class | Aug 8, 2018 | Latest News
Impact of Super Reforms shows tectonic shift in assets, with taxable SMSF assets almost doubling to $422bn The latest Class SMSF Benchmark Report has exposed the real impact of Super Reforms on pension assets, with the dual forces of TRIS change and introduction of...
by Class | Aug 5, 2018 | Financial Services, Latest News
Wednesday, 1 August 2018 The latest Class SMSF Benchmark Report has exposed the real impact of Super Reforms on pension assets, with the dual forces of TRIS change and introduction of the $1.6m transfer balance cap forcing assets to move into accumulation and mixed...
by Class | Jun 23, 2018 | Practice Management
The brand new eBook: Navigating Technology Choices TBAR has arrived and with its arrival comes the need for more rigorous processing and reporting of SMSFs. If your current platform is not a fit-for-purpose, cloud based SMSF solution, you will find it increasingly...