New Business

Is your business brand new to Class? We highly recommend you undertake the following steps to get you started:

• Guided Walkthroughs
  Complete the 'Onboarding' tasks for Access Controllers.

• https://training.class.com.au/
  Watch Business Settings & Business Contacts. It is important to view this module to get an understanding of the importance of controlling your Business Defaults and setting up contacts prior to transitioning any funds.

• Planning your Transition
  It is very important to start thinking about strategies for getting your funds on to Class in a timely and efficient manner. We recommend you visit the following page prior to your implementation meeting 
  
  
• Preliminary Steps for Access Controllers
  Please refer to our checklist to ensure you have completed all the tasks required here

New Users

 Brand new to our software? We recommend visiting the following pages:

• Logging in and beginning Class Training
  As a first step please attend our on demand online training

• Class Demo Portfolio and SMSF
  We have also uploaded Demo Funds to help you learn the application. For step by step instructions on processing these funds please refer to the above page.

• Navigating Class 
  Familiarise yourself with our application by visiting the above page.

•  Guided Walkthroughs 
  They are designed to provide step-by-step instructions on certain functionalities and allow you to complete a transaction while being guided.