This month, we would like to ask you a favor to help us speed up the tax statement automation process on Class. After 30/06/2020, the Class team has been collecting copies of FY2020 annual tax statements to enter into our database. This database enables the function of generating automated tax statements on Class for you and the Class community. We would greatly appreciate it, if you can provide us with annual tax statements of the investments your funds hold.
You can either navigate to Fund > Fund Documents and upload the tax statement, then send us an email with the fund code to email@example.com
email us a scanned copy of the tax statement (redact any sensitive information) to firstname.lastname@example.org .
We thank you in advance for your assistance.
After setting up data feeds, it is a good time to review pensions, and maybe process the property purchase/disposal that has taken place in the past few months. We would also like to shine a light on areas related to pensions, as well as property-related transactions.
You will find information related to establishing different types of pensions in this summary article.
A good place to view all pensions in the business at a glance is through the Member Console page, Pensions tab.
Once the financial year is closed (and only when it is closed), it is time to complete pension reviews. Please review this summary article for all things related to pension review.
Pension Drawdowns and Pension Commutation
Did you know you can create a transaction rule for pension drawdowns and you can create a bulk pension commutation event in some cases? Check out this summary article related to Pension drawdowns and commutation.
Property related transactions
This article also contains links to knowledge articles relates to property investments, that will help you process scenarios such as property purchase/disposal across financial years.
If you have any questions regarding the articles above, please feel free to contact support on 1300 851 057 or email email@example.com