How to share information between NowInfinity with Class

 

1) Copy funds into Class

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

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Click on Copy, and enter the required information. 

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Click on Create Fund in Class Super. 

2) Importing data into SMSF documents. 

When creating a document for a SMSF you now have the option to import data from Class Super. 

Click on the integration icon.

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Click on the Class Super logo

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Type the name of the fund in the search toolbar and click on 'Select'.

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The name of the Fund, trustee and members details are pre-populated into the form. 

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