• Property Title Search
• Share Registry Connections
• Electronic Signing
• Data Feeds
• Other Updates & Fixes
• Corporate Actions
• Tax Statements
• New APIs
• Partner Updates

Property Title Search

• New property integration – Seamless integration of nationwide property title searches and certificate capability to verify property ownership efficiently through Class. Includes:
  • Integrated workflow with completed title certificates saved in the Class Document Management System (DMS)
  • Discounted pricing with billing included in the following month’s Class invoice
  • More details, including pricing can be found here
  • For FAQs including guidance entering correct title reference see here
  • Coming soon – Address search to look up the title reference when unknown.

Share Registry Connections

• Monthly Balances: Class now supports end-of-month Share Registry Balances. Benefits of the Share Registry integration in Class include:
  • Ownership detail confirmation for all securities
  • Monthly holding balances for all broker and issuer-sponsored securities
  • A single activation covers all supported registries
  • Learn more about Share Registry integration here and Balance Reconciliation screen here.

Electronic Signing

• Envelopes saved in the Document Management System (DMS): Completed envelopes signed through Class’ docusign integration are now saved in Class DMS, this applies for all new envelopes:
  • Completed envelopes have the tag ‘Signed Docs’ to enable filtering
  • The document date reflects the date the last person signed
  • Find more details on the free docusign integration in Class here.

Data Feeds

• Macquarie Online Trading: All accounts will be migrated to Bell Direct on 22 February 2025. The existing activated feeds will remain active, while new feeds will need to be set up using the Bell Direct product. Learn more here.

Other Updates & Fixes

• Report Package name: Updated. report package names to address inconsistencies with how some displayed
• Business/Fund Settings: Resolved a display issue affecting dropdown menu selections due to a recent browser upgrade.
• Investment Summary Report: Fixed an issue with foreign bank accounts, ensuring the correct tax cost base is displayed.
• Catchup Concessional Contributions - Updates to the Excel Loader and member Concessional contribution history in Class to record correct 5 year history which may have included catchup contributions in prior years, find more details here.
• Period Update:
  • Resolved an issue with foreign bank account parcel matching that prevented rolling forward or backward a Period Update.
  • A warning message is now displayed when attempting to run a future dated Period Update to ensure correct market values are captured in the financials.
• Haintz Actuarial was recently acquired by Act2 and has been removed from the list of actuarial providers at Business settings. Businesses previously using Haintz as their provider have been automatically updated to Act2. No further action is required.

Corporate Actions

• Delisted Corporate Actions – Class has resumed supporting delisted corporate actions for listed securities. Class has added delisted information for 2023, 2024 and January 2025 respectively.
• 62 new Corporate Actions were implemented in this release covering the period of two months of work – details are here.

Tax Statements

• Since the start of the financial year, 1,804 Tax Statements have been released, marking the completion of Tax Statement support for FY24. The full list of supported and released Tax Statements can be found here.

New APIs

• The following new APIs have been made available including:
  • Trust Income Schedule – supports SMSFs and Trusts from FY24 onwards
  • Trust Income Schedule Reconciliation – supported for all entities types from FY24 onwards
  • Tax Lodgment Status  - Includes current lodgment status and lodgment status history for a range or years. This API is available via the New API Gateway. More details can be found on this page.

Partner Updates

ATOmate - New Practice Management Partner

• Integration: Helping accountants to get the right ATO document to the end client in their preferred method (email, online or face-to-face) based on their practise management rules. 
• Functionality: ATOmate analyse and categorise client documents which allows them to connect with all major practice management systems to cross reference each documentation.
• Streamlined Process: The integration processes the documents depending on the business rules for each document type to send the customer documentation securely. More details can be found here.

Oxygen - New Lending Solutions Partner

• Integration: Helping accountants to easily identify customers with lending opportunities, providing insights into LRBA borrowing capacity for new purchases or affordability numbers based on contribution level and available deposit funds based on their Class data.  
• Functionality: Oxygen helps identify lending capacity and refinancing opportunities at potentially lower rates for Limited Recourse Borrowing Arrangements (LRBAs).
• Streamlined Process: The integration enables streamlined lending applications and credit decision processes, allowing accountants to refer clients directly to Oxygen. More details can be found here.

Heirwealth - New Wealth Partner

• Integration: Helping accountants organise all wealth assets and ownership of the whole family to enable improved planning for intergenerational wealth by including their SMSF and Trust assets dynamically and keeping their valuations up to date.
• Functionality: Heirwealth tracks wealth for individuals, families and professional adviser to organise everything together in one platform.
• Streamlined Process: The integration helps Class users to streamline accurate valuation of Class assets and liabilities in their platform. More details can be found here