Case Study: Beattie Financial Services achieves modernised SMSF administration and up-to-date client reporting with Class Super (Class)

How this Victorian firm modernised their SMSF processes and unlocked new opportunities

Beattie Financial Services, a Bendigo-based financial planning and accounting firm, needed more efficient SMSF administration and real-time reporting for its 120 SMSFs. After evaluating cloud options, the firm chose Class and its Class Super platform for its daily direct‑connect data feeds, comprehensive reporting and client-facing views to deliver up-to-date investment data.

Beattie moved from a desktop system to Class Super in December 2017 and fully transitioned all funds within three months, with Class handling opening balances. The Class solution modernised administration, introduced client view and document management, and replaced 12–18 month reporting lags with daily feeds—enabling advisers to give timely super advice, increase productivity, and onboard more clients without proportional headcount growth.

Beattie Financial Services

Stacey Burns

Partner