• Portfolio
    Management
    that works

    With in-depth knowledge, UNIP is leading the way with modern technology as a provider of Portfolio Management and Superannuation Administration Services. Portfolio Management the way it should be done.

    The fastest way to manage all your Investment Portfolios.

  • Multi-Portfolio
    Management

    Our unique Multi-Portfolio system allows you to trade across multiple brokers or multiple accounts with the same broker including CFD trading. The Capital Gains Tax engine will provide a consolidated report and optimise tax across all accounts.

    Get started in less than 30 seconds!

  • Cost effective
    & Easy to use

    By combining our Portfolio and Superannuation functions into one online application we are able pass on savings to our customers.

    User friendly to make your life easier.

    30 Days Free Trial. No Credit Card Required.

News & Events

Welcome to UNIP.

UNIP is a Universal Portfolio Management System for Self Managed Super Fund (SMSF), Business and Personal investors.

The system has been meticulously designed using modern technology to give the utmost precision for all portfolio management transaction processes. It features comprehensive reports for Capital Gains Tax, SMSF Member Entitlement, Trust Distribution calculation on Tax Deferred and all other aspects of portfolio management year end reporting.

UNIP system is very affordable and extremely user friendly providing effortless accurate results when it comes to managing your investments.

Platform features:

  • Superannuation Administration
  • Multi-Portfolio Management
  • Capital Gains Tax Reporting (CGT)
  • Trust Distribution
  • Tax Reporting
  • Corporate Action Processing

Portfolio Administration

  • Portfolio Valuation
  • Automated Corporate Actions
  • Consolidated Capital Gains Tax Report
  • Trust Distribution Reporting
  • SMSF Member Transaction Management

Capital Gains Tax Reporting

  • Prior year losses
  • CGT from Trust Distributions
  • Tax Free/Tax Deferred
  • Indexation option on shares bought before 21st Sep 1999
  • Minimise tax by selecting the best parcel across multiple portfolio

Solutions
for

  • Personal Investors
  • SMSF Investors
  • Accountants
  • Financial Planners
  • Stock Brokers
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