Welcome to the July edition of the Class FAQs.
Class Ignite 2023 | Get Connected
Be prepared to get inspired with exclusive insights from leading industry specialists and technical experts across our engaging keynote addresses and breakout sessions with up to 13.5 hours of CPD available*. Now is the time to shape the future of your business and learn how you can efficiently adapt to current and future trends.
Register before 31 July for the early-bird-rate of $490, saving you 30% off full-price admission. Book your spot now.
*CPD hours may change and are subject to final accreditation by SMSF Association
Tax Statements Collection
We would like to enlist your help to speed up the tax statement automation process in Class for the Financial Year 2023. Since 30/06/2023, the Class team has been actively collecting copies of FY2023 annual tax statements to enter into our database. This database enables the function of generating automated tax statements on Class for the Class community. We would greatly appreciate it if you can provide us with the annual tax statements your funds hold.
To provide an annual tax statement, you can either navigate to Fund > Fund Documents and upload the tax statement, then send us an email with the fund code to support@class.com.au or email us a scanned copy of the tax statement (redact any sensitive information) to support@class.com.au.
You can monitor the FY2023 tax statements release process in Class via the links below:
Data Feeds Review
With 2022 lodgment completed, it is a good time to review all data feeds and get ready for another year of processing.
- Class supports 220+ feeds. To learn more about our feeds, please check out the Data Feeds Overview page.
- This quick reference guide will help you work out who to send the signed data feed authority forms to.
- If there is an issue with one of your data feeds, the Data Feeds Status page will provide you with the latest updates.
- Your data feed has started, but the investment holdings are duplicated, this article will help you resolve the issue.
- If your working data feeds are showing feeds no longer active status, you can find the reasons in this article.
- When your data feed is active, but there is no data loaded after a certain date, the fund may have a "Fund End date" or a "Do not load data after date" entered. Refer to Feeds: Data not flowing through to the Fund after a particular date for the solution to this issue.
- If you have Macquarie or Hub24 feeds that are unbalanced and missing some transactions, you can click on the Request History Button to fill in those gaps.
- NAB data feed has stopped due to change of BSB number, here is how to reactivate it.
To view the FAQ newsletters from previous months, please click here.
As always, you can contact the Class Customer Services team on 1300 851 057, Chat with us via Live Chat, or email us at support@class.com.au