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Welcome to @HUBsights where you can explore a range of industry topics and trends 

Empowering you with the latest insights and education materials on investments, technology, managed portfolios and practice management from industry experts.

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24th May

24 May 2024
Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

24th May

24 May 2024
The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

29th Nov

29 Nov 2023
Directing the matrix: Meeting the advice needs of high net worth clients.

High net worth (HNW) investors represent a growing segment amongst the wider Australian population, with more than 635,000 HNW individuals

Directing the matrix: Meeting the advice needs of high net worth clients.

High net worth (HNW) investors represent a growing segment amongst the wider Australian population, with more than 635,000 HNW individuals

Insights
23rd Nov

23 Nov 2023
SMSFs ― an intergenerational advice solution

There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to

SMSFs ― an intergenerational advice solution

There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to

Insights
23rd Nov

23 Nov 2023
Making the most of SMSFs ― the double tax deduction strategy

A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional

Making the most of SMSFs ― the double tax deduction strategy

A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional

Insights
23rd Nov

23 Nov 2023
The miracle of SMSF portability

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

The miracle of SMSF portability

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

Webinars
26th Sep

26 Sep 2023
Younger investors driving growth in the SMSF market | Webinar

In this webinar, Greg Hansen (Executive Group Strategy at HUB24), Jo Hurley (General Manager Growth at Class), Meg Heffron (Managing

Younger investors driving growth in the SMSF market | Webinar

In this webinar, Greg Hansen (Executive Group Strategy at HUB24), Jo Hurley (General Manager Growth at Class), Meg Heffron (Managing

Insights
19th Sep

19 Sep 2023
Changing our approach to SMSFs

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further

Changing our approach to SMSFs

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further

Insights
19th Sep

19 Sep 2023
The hidden benefits of SMSFs

There’s a lot more to SMSFs than flexibility and control. Three SMSF experts weigh in on some of the overlooked

The hidden benefits of SMSFs

There’s a lot more to SMSFs than flexibility and control. Three SMSF experts weigh in on some of the overlooked

Insights
15th Aug

15 Aug 2023
Super is meant to be shared

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

Super is meant to be shared

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

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