Beneficial interest structure

When your clients invest in a managed portfolio through their investment account, they typically own a beneficial interest in all underlying investments of the portfolio. When your clients invest in a managed portfolio through their superannuation account, the Trustee retains beneficial interest of all underlying portfolio investments on their behalf. This may help minimise transaction and taxation costs associated with your clients’ accounts.

Tailored to your clients

Some managed portfolios can be customised to suit your clients’ individual needs and preferences. For example, you may be able to swap out one or more investments for another, or for cash. This flexibility allows you to tailor and implement investment strategies that can help when navigating ethical, social, or other important factors (such as employment related restrictions on owning specific securities).

HUB24 allows for client directed customisation through investment exclusions and substitutions. Our capability enables advisers to exclude specific investments both inside, and outside of their clients’ managed portfolios. Investments can be re-directed to cash, pro-rated or substituted for other investments.

Timely, professional portfolio management

Instructions from portfolio managers to the platform are implemented automatically, ensuring all client portfolio accounts are kept up to date, taking full advantage of professional investment  management of your clients’ investments.