The Help Centre

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• Recommended Next Steps
• Transition Services
• How to generate an Upload Code to use in the Excel Loaders
• Steps to Use the Class API
• Introducing Class Trust
• Tax Lodgment Console
• Class System Status Page
• Automatch
• Initiate Rollover In (via SuperStream)
• Data Feeds - Overview
• Feed Console Statuses
• Resetting Multi-Factor Authentication
• Introduction to Data Feeds
• Data Feed Status
• How to enter details for Rollover Out through SuperStream
• Generate a Trust Tax Return
• Lodge a Trust Tax Return
• CGT, Losses & Rental Schedules - Trust Tax Return
• Rollovers & Release Authorities Console
• Class Workpapers powered by Cloudoffis
• Processing a Fund
• Overview of Depreciation
• Reports Overview
• Corporate Actions implemented in Class for the July 2023 Release
• Corporate Actions implemented in Class for the August 2023 Release
• Corporate Actions implemented in Class for the September 2023 Release
• Corporate Actions implemented in Class for the October 2023 Release
• Corporate Actions implemented in Class for the November 2023 Release
• Period Update error and warning messages: Summary
• Electronic Service Address (ESA) smsfdataflow is valid for SuperStream
• Annual Return Lodgment: Summary of knowledge articles
• Class FAQs - October 2023
• Class FAQs - January 2024
• Class FAQs - February 2024
• Class FAQs - March 2024
• Class FAQs - April 2024
• Actuarial Certificate: Summary of articles
• Pension Establishment: Summary of knowledge articles
• How to complete pension reviews at the Business Level
• Fund Transition: summary of knowledge articles
• Trust Tax Return lodgment FAQs
• Tax Statement Template Release Schedule
• Tax Statement Processing: summary of knowledge articles
• Tax Statement Template 2021 - ASX Listed Securities
• Tax Statement Template 2021 - Managed Funds
• Tax Statement Template 2021 - mFunds
• Tax Statement Processing 2021 - Stapled Securities
• Tax Statement Template 2022 - Managed Funds
• Tax Statement Template 2022 - ASX Listed Securities
• Tax Statement Template 2023 - ASX Listed Securities
• Tax Statement Template 2022 - mFunds
• Tax Statement Template 2023 - Managed Funds
• Tax Statement Template 2023 - mFunds
• Tax Statement Processing 2023 - Stapled Securities
• Depreciation Errors and Warnings Summary of Articles
• Exception Report error: One or more holdings in this fund have balance reconciliation errors
• Exception Report: Error messages
• Period Update error: Wind up fund