Delivering innovative solutions to empower better financial futures for you together with your financial adviser.
HUB24 is an ASX listed company and one of the fastest-growing platforms in the market. We’re not a bank and not part of a bank, so we can focus on connecting you and your adviser to a broad range of investment solutions for your super, pension, investment, and insurance needs.
Empowering you and your adviser with choice
Our platform, technology and data solutions deliver a wide range of investment options that can be managed together with your adviser to meet your needs at every life stage, risk appetite as well as your unique interests in thematic investing (for example, clean energy, robotics, healthcare or cybersecurity). You can access:
- A broad range of market-leading professionally managed portfolios (Australian and International) and managed funds
- Australian and International-listed securities
- Responsible investment solutions
- Term deposits from multiple providers and
- A variety of margin lending solutions.
Creating value with our innovative managed portfolio solutions
Managed portfolios give you and your adviser access to professionally managed assets combined with our innovative managed portfolio functionality. This functionality can add value to your portfolio over time with many of the benefits of direct asset ownership, such as:
- More transparency – know what underlying investments you’re investing in
- Cost savings – netting of asset trades within your account can reduce transaction fees
- Diversification – access the expertise of professional managers across a range of risk profiles
- Tax optimisation – ability to estimate and manage Capital Gains Tax (CGT) impacts to save you money
- Tailored options – your adviser can tailor a portfolio that’s suited to your personal requirements.
Managing your tax
Optimising your tax position can have a significant impact on your portfolio value over time, so we’ve created tools to give your adviser all the information they need to make the best decisions on your behalf. Your adviser can:
- Model potential outcomes and CGT impacts before you invest
- Choose the tax outcome that works for you from a choice of minimum or maximum gain, or first in first out (Min Gain, Max Gain, FIFO)
- Look at the impact of selling specific assets before transacting.
Staying connected to your investments, all in one place
InvestorHUB is your online portal that empowers you to take better control of your finances, making wealth creation a more dynamic and accessible experience. Key benefits include:
- Access via your desktop or mobile
- Simple to navigate
- Consolidated view on all assets held through HUB24
- Easy access to a wide variety of reports.
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.