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The UMA is ideal for investment properties

With the OneVue UMA investment properties can be administered alongside other investments or held within a SMSF and viewed as part of a client’s total wealth. See sample report below.

The bookkeeping is done for you

  • The bank account attached to investment properties is reconciled daily.
  • Income and expenses are recorded and classified.

Mail house services are provided - reducing paperwork

  • All correspondence is scanned, recorded and stored.
  • Substantiation documents are provided with year end tax reporting.

Reporting is streamlined and consolidated

  • Up-to-date transaction reports are readily available online . This is particularly valuable for accountants and SMSF auditors.
  • Data feeds are also available to accountants and SMSF auditors.
  • Consolidated portfolio reporting includes direct property.

Real time investment performance is available online

  • Viewing the income, expenses and return on an investment property as needed enables you to plan throughout the year – not just year end.
  • Performance reporting is standard within the UMA.

With the UMA, advisers and wealth managers have a powerful platform that provides clients with solutions for property investments and managing property investments within a Self Managed Super Fund.

To learn more

  • Email us
  • Call us on 1300 790 235 between 8.30 am and 5.30 pm, Sydney time.

Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.