What do our valued clients say, read just a fewreviews
At UNIP, we provide aquality SMSF administrationplatform,
withpro-active tax returnandaudit servicesat an affordable price.
SMSF administration services shouldnt be expensive. We provide tax returns and audit services at affordable prices. Theres no reason for you to pay a higher price for quality SMSF services.
Manage bank and trade data easily with our bulk upload capabilities of transactions from major Australian banks and our partners.
We provide a simple, hassle-free transition from your current SMSF administrator.
Our professional team are committed to ensuring that your SMSF experience is second to none.
Youll never have to install software on individual computers again. Our platform can also be accessed while you are on-the-go from any mobile device that has internet access, 24/7.
Reporting module provides financial and accounting reports, available on-screen or exportable to Excel CSV or PDF.
Rest easy knowing that your data is safe on our secure servers and constantly backed-up.
If, for any reason you are not completely satisfied with our platform or it does not meet your needs, simply send us an email within 7 days of account creation and you will receive a full refund.
I have used UNIP to manage and track my share portfolio since year 2012. No more hunting for dividend statements at tax time! The comprehensive reporting feature meant I was able to do an annual report for my accountant in about two minutes (instead of two days)!
The support offered is first class. Emails sent were replied to within the hour. Phone support was also outstanding.
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.
We recommend UNIP to our clients as fast, affordable and state-of-the-art portfolio management platform for DIY SMSF investors.
Since day one with UNIP, we have found them to be professional, efficient and highly competent. Were 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.
I have recently started using UNIP for my SMSF, the main reason to change to UNIP was to try to update and improve my method of record keeping, I was also interested in a system that could accommodate a Transition to Retirement (TTR) and final Pension phases.
Initially I was just looking for improved software and still using my accountants for the EOY reports but it became clear that the software and reporting leads you to utilise the audit function as well.
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!
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.
UNIP (UNIversalPortfolio) was founded in 2008 with a vision to provide reliable, robust and absolute best in portfolio management platform. During the past years UNIP has developed and become a state-of-the-art platform provider for Fund managers and SMSF trustees.
UNIP is 100% Australian owned and operated company, committed to offering the most reliable, affordable platform for SMSF (Self Managed Super Fund) and Personal investors. Our unique platform is cloud based and user friendly, providing effortless accurate results when it comes to managing small to large scale investments.Learn more