8 Steps to get your Class 'Business' up and running

The following are the key things you need to do once you have been issued administrator access to Class Super:

  1. Read the Class Super Getting Started section in the User Guide
  2. Enter all your business contact details (under Business > Business Details)
  3. Confirm business settings (under Settings)
  4. Request any additional users to be set up under Contacts (email support@smsfincubator.com.au if you don't have 'Access Controller' rights to add other Administrator users)
  5. Determine the tax agent and set up PLS (SMSF annual returns) and AUSKEY (BAS lodgement)
  6. Establish your default report packs
  7. Transition your first fund.  
  8. Complete the Class Super online training modules.  You can register for the live training modules here: Class Education

 

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