SCAM ALERT:

Please be aware of scammers falsely impersonating HUB24 representatives. HUB24 will never contact you regarding potential investment opportunities. Please click here for more information. 

Contact us via our form

Contact Us

Chat to your local BDM

Contact a BDM

Give us a call

Call: 1300 854 994
Login

You asked. We delivered.

You asked. We delivered.

More power to you with the Best Platform Managed Accounts Functionality.

We’re proud to continue to deliver market-leading platform functionality and be recognised as Australia’s Best Platform and Best Managed Accounts Functionality.

We’re committed to constant innovation and driving great outcomes for your business and clients. Whether it’s our broad range of investment options, productivity-driven platform enhancements or time-saving reporting features — We’ve got you covered, and we’re not done yet.

Discover our track record in managed portfolio innovation

  • Single sector and nested managed portfolios
  • Tax optimisation and netting of common assets when switching
  • ‘Shadow’ portfolio following a ‘floating’ methodology by default
  • Launched ManagerHUB
  • Designated Trading Representative (DTR) actively managing investments with lower liquidity
  • Ability to pull specific orders and allow managers to execute with broker of choice
  • Diversified managed portfolios
  • Participation in DRP & corporate actions via ManagerHUB
  • ManagerHUB ‘view-only’ BDM accessDesignated Trading Representative (DTR) actively managing investments with lower liquidityAbility to pull specific orders and allow managers to execute with broker of choice
  • FOFA end-to-end fee consent managed online for dealer aligned portfolios
  • Managed portfolios inclusion in regular facilities
  • Transfer and net direct managed fund holdings to managed portfolios
  • International equities in managed portfolios
  • Client preferences ( exclusions and substitutions)
  • Managed portfolio representation in EPI
  • Rebate administration including managed portfolios and on assets held within managed portfolios
  • Lonsec-rated portfolios
  • Greater transparency in underlying fees (pre-dated RG97)
  • Progressive portfolio implementation
  • ManagerHUB mandate management (pre- and post-).
  • International ETFs
  • Broader legal structure support (external RE, MDA)
  • Enhanced reporting (daily FUM & shadow portfolio performance optimisation)
  • Multi-currency including manager preferences in income and settlement treatment
  • Optimised rebalancing engine to reduce cash drag
  • Dual authorisation of weight changes
  • Client preferences (portfolio income treatment)
  • Bulk weight change
  • Enhanced reporting (daily weights and APIs)
  • Direct portfolio in-specie transfers
  • MDA portfolio manager fee and order authorisation workflow
  • Wholesale managed accounts
  • ManagerHUB dashboard revamp
  • Client preferences (minimum order sizes)
  • HUB24 Present allows deep-dive into managed portfolio holdings including custom asset classifications
  • CXA (Cboe).
  • Advice fee exclusions
  • Portfolio Manager MFA
  • ESG filters

Access market-leading functionality

Rated #1 platform managed account functionality1

Optimise tax outcomes for your clients

Our tax capabilities are rated the best in the market.2

Deliver value for your clients

Transform your CVP and add value for clients with enhanced managed portfolio functionality.

Learn from the experts

Our CPD-accredited education material and Managed Portfolio Academy provide all the training you need.

Explore the benefits of managed portfolios on HUB24 for your clients

Tax optimisation capabilities

Our market-leading managed portfolio functionality allows you optimise tax outcomes at both an account level for HUB24 Invest and HUB24 Super (assets held directly such as managed funds, Australian and International securities and other separately held assets) as well as assets held at the managed portfolio level. You can estimate potential CGT impacts resulting from delaying the timing of switches and transactions, and model consequences of various tax treatments (FIFO, Min Gain, Max Gain) to select the most appropriate parcels to be sold.

Customise portfolios for your clients

Are you looking to tailor your clients’ investments to meet their individual needs? Our flexible client-directed customisation capability enables you to exclude specific investments both inside and outside of your clients’ managed portfolios. You can tailor and implement investment strategies to help your clients navigate ethical, social, or other important factors (such as employment-related restrictions on owning specific securities).

Diversify your clients’ portfolios

We know it’s important to offer you and your clients choice, so you can select the right investments to meet your clients’ needs. We offer over 150 managed portfolios on our public menu with a range of single sector and diversified strategies to choose from. Portfolios can be made up of any mix of cash, direct securities (global and domestic), ETFs, LICs, managed funds, other managed portfolios and more. With HUB24, your clients can hold multiple managed portfolios alongside other investments, all within the one account.

Timely, professional portfolio management

Instructions from portfolio managers are implemented automatically, ensuring client accounts are kept up to date, taking full advantage of the latest expert investment management.

Explore the benefits of managed portfolios on HUB24 for your business

Improve your CVP

77% of advisers believe managed portfolios have positively impacted their client value proposition.3 In advisers’ own words, managed portfolios have improved transparency, client understanding, and provide them with more time to devote to their clients’ goals.

Increase client engagement

76% of surveyed advisers who use managed portfolios said that implementing managed portfolios resulted in an increase in client engagement.3

Reduce paperwork, save time

Managed portfolio changes automatically flow through to your client’s account. This reduces the need to complete advice paperwork whenever a rebalance or portfolio change is made, giving you more time to focus on your clients’ goals.

Increase profitability

74% of advisers surveyed by Investment Trends who use managed portfolios stated that implementing them resulted in an increase in practice profitability.3

Deliver consistent client outcomes

Clients in the same managed portfolio share the same investment outcomes, meaning you can stay across portfolio changes and performance across your client base.

Resources for you and your clients

We know how important it is for you to have the right tools to help you explain Managed Portfolios to your clients. That’s why we’ve prepared these educational videos and guides.

What are managed portfolios?

Where good advice meets best practice

Not all platforms are created equal

How platform technology can help manage tax outcomes



Case Study: Getting the Most out of Managed Portfolios

Getting the most out of managed portfolios

A practice guide to managed portfolios

An adviser’s guide to managed portfolios

An investor’s guide to managed portfolios

Enabling accessible advice with managed portfolios

Get to know some of the managers on our platform

Our innovative technology supports investment managers in delivering and enhancing their portfolio strategies.

Click below to view a snapshot of some of the managers you can find on HUB24, discussing their investment philosophy and how our managed portfolio technology is helping them to add value to their portfolios.


Register for our Managed Portfolio Academy

Looking for a better way to stay competitive and to deliver great client outcomes?

Managed portfolios provide you with access to professional portfolio management, enabling you to deliver a scalable, efficient client value proposition in a cost-effective manner. Our CPD accredited Managed Portfolio Academy explores practical ways that managed portfolios can be used to deliver real client value and meaningful business efficiencies.

Frequently asked questions

Are managed portfolios the same as managed accounts?

A managed portfolio, also known as a managed account or separately managed account (SMA), is simply a collection of investments, generally held through a non-unitised registered managed investment scheme that are managed on your client’s behalf by a professional portfolio manager. 

How can managed portfolios be held by clients? 

They can be held within a superannuation account or as part of an investment account.  

How does the asset ownership structure work within managed portfolios on HUB24? 

When your clients invest in a managed portfolio through their investment account, they typically own a beneficial interest in all the underlying assets (whether they be a direct listed securities or units of underlying managed funds). When your clients invest in a managed portfolio through their superannuation account, the Trustee generally retains the beneficial interest of the underlying assets on their behalf. Just like the direct investments held in either you clients’ superannuation or investment accounts, the legal interest in the underlying assets is held by the appointed custodian or sub-custodians.

Webinars
7th Sep

7 Sep 2021
The cost of delayed portfolio rebalancing and asset allocation changes | Webinar

Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal

The cost of delayed portfolio rebalancing and asset allocation changes | Webinar

Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal

Webinars
19th May

19 May 2021
Managed portfolio research meets adviser application | Insights

This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights

Managed portfolio research meets adviser application | Insights

This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights

Webinars
24th Feb

24 Feb 2021
Managed portfolios, customer value and behavioural finance | Webinar

How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head

Managed portfolios, customer value and behavioural finance | Webinar

How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head

Webinars
31st Jul

31 Jul 2020
Unlocking practice value with managed portfolios | Webinar

HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of

Unlocking practice value with managed portfolios | Webinar

HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of

There are no results to display. Please try a different keyword or reset the filters to see everything.

Insights
16th Jun

16 Jun 2021
Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider

Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider

Insights
11th Aug

11 Aug 2020
Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed

Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed

Insights
16th Jul

16 Jul 2020
Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation

Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation

There are no results to display. Please try a different keyword or reset the filters to see everything.

Let’s talk about how our market-leading platform can help you.^

Submit your details and one of our team will be in touch.

^HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.

1 Investment Trends 2023 Platform Competitive Analysis and Benchmarking Report
2 Advisers rated us #1 for tax optimisation tools in Investment Trends 2021 Adviser Technology Needs Report.
3 Investment Trends January 2022 Managed Accounts Report.

Target Market Determination
A target market determination (TMD) has been prepared which considers the design of this product, including its key attributes, and describes the class of consumer for whom this product is likely to be consistent with based on their likely objectives, financial situations and needs. A copy of the TMD for this product can be obtained from your financial adviser or is available on our website at www.hub24.com.au.