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Class partners with robo-advice provider

partnership
Jotham Lian
12 May 2017 — 1 minute read

Class has teamed up with an SMSF advice provider, allowing accountants administering SMSFs to offer financial advice services to clients without the need for an AFSL.

The partnership with Plenty Plus, which operates under its own AFSL, allows accountants to generate advice without the need for their own license.

Advice fees will also be calculated per transaction with no additional sign-up or ongoing fees.

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Class chief executive Kevin Bungard said the importance of financial advice for SMSFs has been brought into sharp relief by the introduction of the super reforms.

“The impact of the super reforms on SMSF members and other investors frequently sees them needing advice beyond tax and compliance issues,” Mr Bungard said.

Plenty Plus co-founder and general manager Josh Golombick said the company is excited about being integrated with the cloud SMSF software provider.

“We look forward to offering Class SMSF members the advice and financial planning services that will help them meet their retirement and broader financial goals,” Mr Golombick said.

Class partners with robo-advice provider
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