Case Study: HLB Mann Judd Wollongong achieves 40% faster SMSF processing and adds 150 funds without extra headcount with Class Super (Class)

HLB Mann Judd Wollongong - Customer Case Study

HLB Mann Judd Wollongong, a regional member firm providing audit, tax, wealth and superannuation services, faced inefficiencies in its SMSF administration while using a desktop platform: staff spent excessive time on manual data entry, waited weeks for client records, and had to rush annual lodgements. To streamline operations the firm moved its SMSF practice to Class Super cloud software under the guidance of Boris Surla, Manager, Superannuation.

Class implemented Class Super (and later Class Portfolio) to automate data entry, provide real-time data feeds and simplify compliance workflows. As a result HLB Mann Judd Wollongong added about 150 funds without increasing headcount, estimates a 40% faster completion rate, reports that “80% of our job is already done,” can answer client queries immediately instead of taking weeks, and expects to halve portfolio administration time using Class’s consolidated view.

HLB Mann Judd Wollongong

Boris Surla

Manager of Superannuation