How to share SMSF information between NowInfinity and Class


For information on how to connect to Class, click here

Copy funds into Class

When you receive the documentation for a SMSF establishment, the Class Super option will appear under "integrations":


Click on Copy, enter the required information and click on "Create Fund in Class Super": 



Importing data into SMSF documents

When creating a document for a SMSF have the option to import data from Class Super by clicking on the integration icon:


Click on the Class Super logo:


Search for the name of the fund and click on "Select":



The below details of the Fund are pre-populated into the form: 


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