Class
7 Case Studies
A Class Case Study
Tester Porter Services, a 108‑year‑old accounting firm in Young, NSW, faced slow, manual SMSF administration using desktop software. In 2014 the firm moved its SMSFs to Class Super (vendor: Class) to address time‑consuming processes, improve client reporting and cope with tighter SMSF regulation.
Class implemented Class Super with daily direct‑connect data feeds, a client view and document management, plus ongoing support. As a result, Tester Porter Services cut administration time by up to 50%, grew its SMSF count from 75 to over 110 without adding staff, enabled non‑specialist staff to assist, passed cost savings to clients and improved timeliness and compliance through Class.
Scott Murray
Partner