Empower your clients with greater transparency with our uplifted Record of Advice template
We’ve made enhancements to our ROA tool by providing additional tags to help generate a more detailed ROA template for your clients.
We’ve uplifted the fee tags to provide more information regarding ongoing and one-off fees. New fee and cost tags available include:
- One-off costs per investment
- Ongoing fees per investment
- Fees and cost in $ (dollars) to complement the existing % tag
- Totals by investment type
- Grand total – Current portfolio vs proposed portfolio
We’ve also added new tags such as Authorised Representative Number and Product Offering which advisers can use and populate data with on their own ROA template.
To help you get started, we’ve created a HUB24 sample template, and you can access the complete list of available tags under Products & Forms > Forms.
To take advantage of these new tags, you will need to update your existing ROA template or create a new template by following the steps Below.
- Navigate to Settings > Bulk reports > ROA template.
- Select your new template when generating an ROA from the Aggregated trading or bulk trading function on AdviserHUB.
Updating your ROA template in AdviserHUB
You’ll also be able to easily compare the ongoing costs pre- and post-trade and show the impact of the proposed portfolio changes with our new investments table which now includes brokerage costs, buy spread, sell spread, and investment management costs columns with data in the form of a dollar value and percentage value.
Return to the Recent Platform Enhancements page.
Disclaimer: The information on this website is produced by and on behalf of HUB24 Limited (ABN 87 124 891 685) and its subsidiaries (HUB24 Group). HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) is the operator of HUB24 Invest (an investor directed portfolio service), promoter and administrator of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited (ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216).
The information on this website is general in nature only and does not take into account any person’s objectives, financial situations or needs. Accordingly, before acting on any information on this website, the viewer should consider the appropriateness of the information having regard to their objectives, financial situation and needs, read the HUB24 Financial Services Guide and the relevant disclosure documents, and seek independent professional advice before making any decision to acquire or hold a financial product. HUB24 Limited and its subsidiaries disclaim all liability for any loss suffered by any person arising from their reliance on, or otherwise use of this information.