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The Help Centre
Capital gains tax (CGT) relief
Converting an investment created as a Custom Holding account to a security investment account
How do I combine Individual Investments into a One Line Wrap Account?
How do I create a Sundry Creditor or Liability account?
How do I find out which funds currently invest in a particular security such as BHP?
How do I process Exchange Traded Options (ETO) in Class?
How do I remove the cost base from a delisted security?
How do I sell an Investment set up as a Custom Holding Account?
How do I set up crypto-currency investment in Class?
How does valuing at book cost work for Class portfolios?
How to account for a Contract For Difference (CFD) in Class
How to Adjust Cost Base for a One Line Wrap Account
How to change the quantity for a holding account
How to disregard capital gain or loss for the disposed assets due to the court order
How to process partial sales before 30 June 2017 but after CGT relief event for segregated funds
How to record Rental in Advance as Sundry Creditor and take up GST on Cash-basis
How to resolve Duplicate Investment Holding Accounts created by Feeds
How to separate AMP PPS - Personalised Portfolio Service into individual holdings
How to separate One Line Wrap Assets into Individual Holdings - Not First-Year Funds
How to separate One Line Wrap Assets into individual holdings for First-Year Funds
How to set up an annuity on Class
How to set up an investment in gold or other precious metals in Class
How to set up Traditional Securities
How to split a listed security into two holdings
How to Treat Retail Premiums on Share Entitlement Offers for Tax Purposes
How to update the mFund code to an existing managed fund using APIR code
How to update the security price in Class to match Yahoo Finance or ASX?
How to use a Custom Holding Account for wrap accounts recorded as a One Line asset
Parcel Match Method for investments applied with CGT Relief in FY17
Processing Instalment Warrants
On-demand training courses and webinars to help you get the most from Class.