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Goodbye manual entry

Class Trust supports compliance with ATO changes to the annual tax return for the 2023–24 income year and onwards. Class Trust automates the new trust income schedule, pre-filling beneficiary income to eliminate manual entry and reduce errors.

Class Trust automated trust income schedule

Simplify tax time

Electronically lodge trust tax returns and associated schedules, including the CGT, Losses, Rental and Trust income schedules. Work efficiently with secure data transfer between your practice and the ATO.

Class Trust submitted to tax agent

Regulation ready software

Industry-first online trust accounting with automatic updates for new features and compliance. Easy-to-use, efficient and streamlines client services, driving business growth.

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Class Trust trust financial year view

More reasons to trust us for trust accounting

  • class-optimised-icon

    Standardise administration for Discretionary, Family, and Unit Trusts

    Efficiently manage trust accounting and administration with powerful tools, including bulk processing of corporate actions.

  • class-save-time-icon

    Save hours with automated investment tracking

    Generate financial statements and tax reports on-demand, customised to your firm’s needs, eliminating manual entry.

  • class-booklet-icon

    Access up-to-date client portfolio information

    Obtain a comprehensive view of your clients’ financial positions, taxable income and capital gains.

  • class-efficiency-icon

    Efficient income streaming

    Automate income streaming for franked income, credits and capital gains, saving time on manual calculations.

Ready to simplify your Trust administration?

Try Class Trust free for 90 days with a dedicated onboarding consultant and enjoy transitions from your current software at no cost.

What’s included:

  • Free use of Class Trust for 90 days
  • Free transitions from your current software
  • Support from CA/CPA/SSA certified consultant

Sign up now to take advantage of this exclusive offer.^

“Class Trust gives us comfort that we’ve captured all of the information on a client’s portfolio, leading to more complete and accurate outcomes.”

Winston Lee

Assistant Manager – SMSF

“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”

Timothy Kyriazis

Project Manager

“Class support is unrivalled in its professionalism and willingness to support its users. Whenever I reach out for assistance, the team always deliver and go the extra mile, no matter how tedious my request may end up being! I never hesitate to pick up the phone when I am stuck. I only wish all tech support services were like Class.”

Karen Glover

Accountant, Argyle Professionals

^Offer is available to clients managing more than 25 trust entities. Eligibility requires successful verification, with billing set to begin after the complimentary 90-day usage period.

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