HUB24 Service Features at a Glance

HUB24's Portfolio Service provides your Adviser the tools to manage your investment strategy and remain in charge of how your money is invested in real-time, so that your investment strategy remains best suited to your circumstances, investment needs and objectives. You and your Adviser will consider the menu of investment choices and devise an Investment Program suitable to your relevant personal circumstances.

The HUB24 Service incorporates innovative features not commonly seen in a single account product in the Australian market, if at all, such as:

• You remain the beneficial owner of the underlying securities in your Account


• Low fees and fee transparency


• Cost effective management of trades


• Comprehensive at call and consolidated reporting


• Online tools which provide visibility of the underlying securities


• Improved tax efficiencies by parcel selection (e.g.to optimise the allocation of CGT to parcels of Securities, ability to transfer Securities in or out of your Account without crystallising CGT)


• Substantial reduction in the administrative burden for the clients


• Portability of the Non-Unitised Portfolios - flexibility to change professional managers


• Diversification opportunities provided by:

  - A choice of more than 30 Non-Unitised Portfolios with investment strategies of professional managers

  - More than 600 Managed Funds

  - ASX securities for selection in a customised portfolio

  - Term Deposits