Access Salita Portfolio Services on HUB24
Empowering you with the Best Platform for Managed Accounts Functionality.¹
For over 15 years, HUB24’s award-winning managed portfolio capabilities have been empowering advisers to deliver value for their clients.1
To continue our commitment to ongoing innovation and driving great outcomes for advisers and their business and clients, we’ve collaborated with Entireti to provide advisers with access to Salita Portfolio Services on HUB24’s Discover, Core and Choice menus.
Backed by Entireti, Salita Portfolio Services is the evolution of PFS Investment Management Limited (PFSIM) designed to respond to the changing needs of advice practices and clients.
The portfolio suite
Portfolios with a different blend of growth and defensive assets to match a wide spectrum of client profiles and objectives.
Accumulation (G20, G30, G50, G70, G85 and G100) – six diversified active portfolios designed for clients in the growth phase, aligned to a unique set of risk profiles and long-term client objectives.
Retirement (G30, G50 and G70) – three active income-focused portfolios built to preserve capital and deliver sustainable withdrawals.
For clients seeking direct Australian equities with a more concentrated equity allocation, Salita Portfolio Services offers a high-conviction Australian equities portfolio. This portfolio is a concentrated high conviction holding 15–20 positions within the S&P/ASX 100.
For advisers who require something completely bespoke, Salita Portfolio Services designs and manages tailored (private label) portfolios that reflect their advisers’ investment beliefs. Reach out to Salita’s support team to learn how to get started.
Resources
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 collated useful resources such as educational guides, case studies and insights for you – all in one place.
To access Salita disclosure documents, log in to AdviserHUB and navigate to Products & Forms > Offer Documents.
- Salita Portfolio Services View
- HUB24 Discover Menu Fees and Costs Illustration (Entireti) View
- HUB24 for Advisers View
- An adviser’s guide to managed portfolios View
- An investor’s guide to managed portfolios Download
- A practice guide to managed portfolios Download
- Enabling accessible advice with managed portfolios View
- Getting the most out of managed portfolios View
Why choose managed portfolios on HUB24
Access market-leading functionality
HUB24’s managed portfolios are industry-leading, recognised by Investment Trends as Best in Market for eight of the last nine years and we have $48 billion in managed portfolios as at June 2025.1,2
Optimise tax outcomes for your clients
Our tax capabilities are rated the best in the market. Optimise tax outcomes at both an account level and managed portfolio level while estimating potential Capital Gains Tax (CGT) impacts.3
Deliver value for your client
Transform your client value proposition (CVP) and add value for clients with enhanced managed portfolio functionality.
HUB24 supports the entire client lifecyle
From simple investment needs using Discover, to more complex requirements addressed through Core and Choice.
Benefits of managed porfolios on HUB24
For your clients
Our market-leading managed portfolio functionality allows you to optimise tax outcomes at both an account level for HUB24 Invest and HUB24 Super (assets held directly such as managed funds, Australian and International listed securities and other separately held assets) as well as assets held at the managed portfolio level. You can estimate potential CGT impacts as a result of delays from 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.1,3
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 with choice, so you can select the right investments to meet your clients’ needs. We offer over 250 managed portfolios on our public menu with a range of single sectors and diversified strategies to choose from. Managed 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 one account.5
Instructions from portfolio managers are implemented automatically, ensuring client accounts are kept up to date, taking full advantage of the latest expert investment management.
For your business
65% of advisers who use managed portfolios highlight how it’s empowered them to spend more time focusing on clients’ financial and lifestyle goals, educating and mentoring as financial coaches. These advisers saw the benefits of distancing their value propositions from investment returns and delegating portfolio construction to experts.4
54% of surveyed advisers who use managed portfolios said that implementing managed portfolios resulted in an improved client experience.4
Managed portfolio changes automatically flow through to your client’s account, reducing the need to complete advice paperwork for rebalances or portfolio changes. On average, advisers using managed portfolios save 23.9 hours a week.4
Clients in the same managed portfolio share the same investment outcomes, meaning you can stay across managed portfolio changes and performance across your client base.
Register for our Managed Portfolio Academy
Learn how managed portfolios can be used to deliver real client value and meaningful business efficiency through our 4-module academy and earn up to 4.5 CPD hours.
Salita’s support team
Reach out to Salita’s support team for more information about Salita Portfolio Services or to discuss how they can tailor portfolios for your clients.
- Sarah McCarthy – Head of Portfolio Solutions
Email: smccarthy@entireti.com.au | Mobile: 0421 598 275 - Natara Evans – Senior Manager, Portfolio Solutions
Email: nevans@entireti.com.au | Mobile: 0432 763 156 - Salita support team
Email: support@salitaportfolioservices.com.au
Let’s talk about how HUB24’s market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ HUB24 won Best Platform Overall, Best Platform Managed Accounts Functionality, Best in Product Offering, Best in Decision Support Tools, Best in Online Business Management and Most Improved in the 2024 Investment Trends Platform Competitive Analysis and Benchmarking Report.
1 HUB24 won Best Platform Overall and Best Platform Managed Account Functionality in the Investment Trends 2024 Platform Competitive Analysis and Benchmarking Report.
2 FY25 Analyst and Investor Pack.
3 Adivsers ranked HUB24 1st for tax optimisation tools in the Investment Trends 2025 Adivser Technology Needs Report.
4 Investment Trends January 2025 Managed Accounts Report.
5 As at 1 April 2025.
Disclosure Documents
Disclosure documents, such as the Product Disclosure Statement (PDS) and the Target Market Determination (TMD), 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 appropriate for, are available on AdviserHUB.