Case Study: H&R Block achieves rapid SMSF scale-up and efficient administration with Class Super

H&R Block - Customer Case Study

H&R Block, the well-known tax and accounting firm with 480 Australian offices and an international presence, launched an SMSF administration business in 2015 and appointed Kimberlee Brown to lead the practice. To scale rapidly, establish robust systems and deliver consistent client service while meeting internal business goals, H&R Block adopted Class Super from vendor Class as the cornerstone of its new SMSF offering.

Using Class Super as its sole SMSF administration platform, Class enabled H&R Block to launch a national service from Adelaide with a lean team, automate operations and extend fixed, competitive pricing to clients. The solution’s capabilities — including daily direct-connect feeds to 180+ banks, brokers and wraps, automatic property valuations and actuarial certificates, plus deep historical market and corporate-actions data — delivered clear cost efficiencies, faster compliance for legacy funds and scalable growth while maintaining high client service standards.

H&R Block

Kimberlee Brown

SMSF Director