This integration with Class Super enables you to load Class Super data directly into an Acis online order, as well as create new fund records in Class Super within seconds from the Acis portal.
We’ve put together a guide to assist you with our CLASS integration.
Fund, trustee & member details are sourced from Class Super and available to load into Acis online orders.
Yes. Simply navigate to the relevant SMSF establishment or deed upgrade in the COMPLETED section, select the Integration icon cloud and then select the Class Super logo. It is important to note that creating new fund records in Class Super may incur additional fees within your Class Super subscription.
Either there is insufficient data required to create a fund record in Class Super, or the structure is not compatible with the Class Super API (e.g. fund has more than one non-member trustee).
Class Super limits integration data capture of non-member trustees to one per fund.
Class Super does not currently support the upload or download of documents. Documents can be manually uploaded to the fund record from within the Class Super platform.
Select the Class Super logo in the INTEGRATIONS section of the Acis portal, then click CONNECT to initiate the login to your Class Super account. Connection may also be activated from within any online order by selecting the Integration icon and then the Class Super logo and CONNECT.
A new connection is required each time to ensure a high level of security, however, you also have the option to disconnect and reconnect at any time.
Select the Integration icon within any online order, or navigate to to the INTEGRATION section of the Acis Portal to check the connecton status displayed under the Class Super logo.
The SYNC button allows you to manually sync your Class Super data to the Acis portal. This is beneficial when you have recently updated fund details in Class Super and wish to access those details immediately in an Acis order.
Syncing depends on the number of fund records in your Class Super account. As soon as each fund and it’s associated trustees & members have synced, they will be available for selection within your Acis order.
Pop-up blockers in your web browser may prevent new browser tabs from appearing when connecting Acis integrations which require you to enter login credentials. It is recommended pop-up blockers are disabled.
Ensure the Class Super integration is connected and recently synced.
The list of fund names displayed is sourced from active integration connections and Acis records. To determine which fund is most suited for loading into your order, position the cursor over the name to display further details.
Ensure all data entered in the required fields is valid and the fund does not already exist in Class Super. Where possible we will advise if the fund has been detected as an existing fund in Class Super.