Class
7 Case Studies
Case Study: GMW Chartered Accountants achieves streamlined SMSF administration and business growth with Class
A Class Case Study
How this Perth firm saw growth since administering SMSFs on the cloud
GMW Chartered Accountants, led by Director Graham Wilkes, faced inefficiencies using a basic desktop SMSF administration platform after launching his practice in 2014. Having used Class Super previously, Graham switched to Class (implementing Class Super) in October 2017 to gain direct data feeds, process automation and other features missing from his former software.
Class implemented Class Super with a straightforward migration and provided daily bank and broker feeds plus automated corporate action processing, removing much manual data entry and giving real-time client information. As a result, Graham now administers over 20 SMSFs single-handedly, answers client queries faster, spends more time on marketing and business growth, and expects to manage many more funds without hiring — measurable efficiency gains delivered by Class.
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GMW Chartered Accountants
Graham Wilkes
Director