Class and Self-managed Super

Roberts + Morrow have long relied on custom-built Excel files to generate work papers for their self-managed super fund (SMSF) clients, with data sourced through Class Super. However, recent upgrades to Class Super’s API made the existing VB-based macro system incompatible.

To address this, we developed a new solution that enables seamless integration with Class Super via their new OAuth 2 API, ensuring the team can continue delivering work papers efficiently. The new system offers several key benefits:

• Improved Performance: Data is now downloaded in a fraction of the time, significantly speeding up the process of completing client files.
• Seamless Year Handling: The system handles different financial years without manual backend changes, streamlining the work paper generation process.
• Future-Proof Customizations: Built on modern architecture, the solution can be easily updated as new data endpoints become available, ensuring long-term scalability.