Ulton are pleased to advise our clients that we have partnered with Class Super ("Class”) for the administration of our SMSF business. Class is a fully integrated online SMSF administration and accounting solution, which offers sophisticated capabilities to enable Ulton to more effectively manage your SMSF account.
What this change means to you?
- You will have access to real time information via a new online client portal
- Facilitation of greater and more rapid communication between yourselves and Ulton.
- Class Super streamlines all aspects of SMSF administration and provides simultaneous on-line access for accountants, administrators, financial advisers, trustees and auditors allowing more tailored solutions for your wealth management strategies year round.
What you need to do?
Very little! Over the coming weeks, the Ulton Superannuation team will send our clients more information about the changes and how this new platform will provide you with more control over your portfolio.
If you have any questions in the meantime, please feel free to give our superannuation team a call on (07) 4154 0400.
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