1) Copy funds into Class
When you receive the documentation for a SMSF establishment, the Class Super option will appear under 'integrations'.
Click on Copy, and enter the required information.
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.
Click on the Class Super logo
Type the name of the fund in the search toolbar and click on 'Select'.
The name of the Fund, trustee and members details are pre-populated into the form.