Class chief executive Kevin Bungard is confident of the benefits this partnership will have for advisers and accountants.
“This latest integration with Panorama takes collaboration between advisers and accountants to a whole new level, and provides investors with a significantly improved ‘whole of wealth’ view of their SMSF investments. We’re proud that Class is part of this game-changing solution,” he said.
Late last week BT announced it had rolled out services to the BT Panorama platform that would enable advisers and accountants to set up their clients' SMSFs, help administer their clients' fund and maintain compliance all online.
According to BT, the new capabilities will also help advisers and accountants to collaborate, enable them to establish individual or corporate trustees, help clients invest their super, assist with the administration of the fund and keep the fund compliant.