Fund Tax Agent
As Fund Tax Agent you sign off on all fund financials and their compliance with practice policies and legislation.
The welcome activity is the first part of this pathway where you will learn how Class works, the process for managing client funds and the most used business menus for your role. But first, take a look at the features of Class Super in this end-to-end demo.
This course is made of 13 small modules that will walk you through the key steps and processes of managing your investments in Class.
Members,pensions and asset segregation
This covers how to use Class to manage member related transactions, process pensions, and segregate for pension exemption purposes.
Discover what Class can do for you. Including how it processes transactions, matching entries manually and automatically, and how it relates to creating cash transactions and business events.
This covers creating, customising, running, maintaining, and cloning reports.
This activity covers the checks related to lodging a tax return for a fund as well as the process for finalising tax at the year end.