2018 Innovation Name: Class Super integration with A.S.A.P. Advice
Awards: 92nd Most Innovative Company
The change in the AFS licensing regime meant accountants could no longer advise clients on certain retirement savings decisions. They had to get an AFS licence or refer clients to financial advisers. But most accountants didn’t want to get a licence, and many of their clients didn’t want to pay an adviser. So A.S.A.P. built a website where accountants can enter clients’ information and A.S.A.P. gives them advice online. Class and A.S.A.P decided to link Class Super to the A.S.A.P. platform allowing accountants to automatically import client information from Class into A.S.A.P. and to set up SMSFs on Class software.