Case Study: SuperXperience achieves 50%+ administration efficiency and whole-of-wealth visibility with Class Super and Class Portfolio

How this Towoomba firm’s technology expanded their wealth accounting services and grew their team

SuperXperience, the 12‑year‑old SMSF administration arm of Toowoomba firm McConachie Stedman, faced the need to move beyond desktop software to improve administration, compliance and client access. Director Scott Maroske chose Class after seeing a presentation, and the practice migrated its funds to Class Super in 2012 to gain automation, daily direct‑connect data feeds and better mobile/client reporting.

Class delivered those capabilities through Class Super and the consolidated Class Portfolio solution, enabling SuperXperience to grow funds under administration from about 350 to 600 without adding staff (with a further 100 funds on board via acquisition) and to move 100 large non‑super portfolios to Class Portfolio. The platform produced measurable efficiency gains (over 50% for cash/Australian‑share‑heavy funds and ~30% for others), faster annual tax returns, improved client mobile and whole‑of‑wealth views, and a simpler back end for the firm.

SuperXperience

Scott Maroske

Director