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Getting Started
Transitioning Entities
Transitioning Entities
Reviewing Transitioned Entities
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Reviewing Entities Transitioned
Review Fund Setup
Load Opening Balances
Transition Services
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Transition Services
Transition Management System
Getting Started with Transitions
Additional Transitions Services
SMSF Checklists
BGL 360
Manual (SMSF)
SuperMate
Class (SMSF)
Desktop Super
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DIY Transitions
Entity Transition from Class to Class
Class to Class Transition Fact sheet
New Fund Wizard
Adding a New Fund
Adding a New Trust
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Excel Fund Loaders
Recommended Actions for First Year Funds
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Recommended Next Steps
Foreign Bank Account in the Opening Balance
Processing Prior Year PAYG Instalment Not Accrued
Trust Checklists
MYOB (Trust)
Xero (Trust)
APS (Trust)
Manual (Trust)
Class (Trust)
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Portfolio Checklists
Xplan (Portfolio)
Praemium (Portfolio)
Sharesight (Portfolio)
Manual (Portfolio)
Class (Porfolio)
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Class Education
On-demand training courses and webinars to help you get the most from Class.
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