Managed portfolios can combine some of the benefits of investing directly with professional investment management, within a structure that may be more cost effective and efficient than investing in shares or managed funds directly.

1. Client typically retains beneficial interest of the underlying securities in the managed portfolio held in investment accounts and the Trustee retains these benefits for the client in superannuation accounts.
2. Tax outcomes vary between Investment and Superannuation accounts.
3. Assets may be integrated into (or out of) a HUB24 managed portfolio without the need to sell and repurchase.