You asked. We delivered.
More power to you with the Best Platform Managed Accounts Functionality.
For over 15 years, HUB24’s award-winning managed portfolio capabilities have been empowering advisers to deliver value for their clients
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
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
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.
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).
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.
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
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.
76% of surveyed advisers who use managed portfolios said that implementing managed portfolios resulted in an increase in client engagement.3
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.
74% of advisers surveyed by Investment Trends who use managed portfolios stated that implementing them resulted in an increase in practice profitability.3
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
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
Additional resources
- HUB24 Managed Portfolio Service TMD – 10 November 2023 View
- Platform Alpha Series: Measuring the Cost of Delay Download
- Whitepaper: Delivering Platform Alpha Download
- An Investor’s Guide to Managed Portfolios Download
- A Practice Guide to Managed Portfolios Download
- An Adviser’s Guide to Managed Portfolios View
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
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.
They can be held within a superannuation account or as part of an investment account.
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
Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal
Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal
This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights
This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights
How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head
How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head
HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of
HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of
Insights
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed
By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed
The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation
The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation
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.