Clear and simple SMSF Administration specialist.

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SMSF Administration made simple!

Our feature-rich online portfolio management system is ideal for SMSF & Personal investors and Accounting & Financial Planner practices. It has been built to capture the latest taxation rules to ensure your fund get the most from our state-of-the-art platform.

We are committed to offering the quality and cost-effective on-line Portfolio Management platform to investors across Australia. Let our clear and simple platform ease your investment administration pain. Our dedicated team of professionals certainly do it right.

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Key Features

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  • Consolidated report across multiple portfolio accounts
  • Calculation includes prior year losses
  • CGT components from trust distributions
  • Tax Free and Tax Deferred from distributions
  • Option on Indexation Gain over Discount Gain on Pre-1999 shares
  • Tax Free on Pre-1985 shares
  • All dividends, distributions and interest from bank accounts
  • Bank expense transactions
  • LIC Gain deductions from dividends (discounted)
  • Realised summary and detailed report uses 3 phase CGT Optimisation process to give the best CGT result
  • Sorted by CGT Sequence on current year losses, other gain (short term), indexation, discount gain, pre-1985 gain/loss
  • Individual trade parcel per stock by Portfolio
  • Includes Tax Free, Tax Deferred & CGT components from trust distributions
  • Income and Expense summary
  • Capital Gains Tax (CGT) summary
  • Tax Free and Tax Deferred from Distributions
  • Distributions taxable in previous financial year and paid in current year
  • Member contributions including rollover summary
  • Analyse your stock gains/losses prior to trading
  • Gain/Loss estimate includes any Tax Free & Tax Deferred on remaining tax parcel(s)
  • Manage multiple portfolio accounts per tax entity including CFD trading, Options trading and Short Selling
  • Separate portfolio valuation with un-settled trades, dividend payable and cash balance summary
  • Automatic corporation actions with the ability to override
  • Member Administration
  • Member Contribution/Rollover transactions
  • Member Valuation/Statement as at Net Asset Value (NAV) of the fund

This year I have completed my EOY records ready for Tax Return/Audit in a fraction of the time, 6-7 months earlier than normal and for less than half the cost – you have to be happy with that!

- Carl M, SMSF Investor | Gosnells, WA

UNIP captures and simplified my annual investing, providing peace of mind come tax time, so have more time to assess investments.

Most of all UNIP provide excellent service and value for money.

- Kelvin B, SMSF Investor | Young, NSW

In running my SMSF I was a novice, but found the UNIP system intuitive and portfolio data entry straightforward. UNIP support was a phone call, or email away and they provided prompt and professional help and advice when needed.

I unreservedly endorse UNIP for managing SMSF accounts and presenting information required for annual returns. Very satisfied.

- Tony M, SMSF Investor | Canberra, ACT

Since day one with UNIP, we have found them to be professional, efficient and highly competent. We're able to setup and manage our SMSF portfolio online instantly.

The on-going support has also been excellent, we would highly recommend UNIP portfolio management platform to SMSF investors.

- Michael B, SMSF Investor | Ormiston, QLD

I have used UNIP for a number of years now. The service is reliable and the developer is always very responsive to suggestions for enhancements. I can happily recommend this product.

- Peter D, SMSF Investor | Conder, ACT