Managed portfolios on HUB24
Innovation that keeps delivering value for you and your clients with award-winning managed portfolio capabilities.
Managed portfolios on HUB24
Innovation that keeps delivering value for you and your clients with award-winning managed portfolio capabilities.
What are managed portfolios?
A managed portfolio (also known as a managed account or separately managed account) is simply a collection of assets managed on your clients’ behalf by a professional portfolio manager, which can be held as part of superannuation, or as an investment. While this concept is not new, managed portfolios offer a range of benefits and efficiencies which cannot be achieved by traditional managed funds.
HUB24’s innovative managed portfolio functionality, including market-leading tax optimisation capabilities, combined with great advice can deliver real value for clients. Research demonstrates that the implementation efficiencies gained from the use of managed portfolios has a significant impact on a clients’ portfolio value over time.1,2
Why choose managed portfolios on HUB24?
Benefits of managed portfolios 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 Capital Gains Tax (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.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 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 sector 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 the one account.4
Instructions from portfolio managers are implemented automatically, ensuring client accounts are kept up to date, taking full advantage of the latest expert investment management.
Benefits of managed portfolios on HUB24
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.5
54% of surveyed advisers who use managed portfolios said that implementing managed portfolios resulted in an improved client experience.5
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.5
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.
Investment managers on HUB24
Access over 250 professionally managed portfolios, spanning both Australian and international markets. Our diverse selection of expert investment managers ensures that you can tailor portfolios to meet the unique needs and goals of your clients, offering a broad range of strategies across asset classes.6
Empowered by our innovative technology, through our constant commitment to innovation that delivers, we’re enabling investment managers to deliver and enhance their portfolio strategies, providing the precision and expertise that advisers rely on for optimal client outcomes.
Learn more about managed portfolios on HUB24
Earn CPD points with our Managed Portfolio Academy
Our CPD-accredited Managed Portfolio Academy is designed for practice principals, advisers, and support staff to deepen their understanding of how managed portfolios can deliver real client value and drive business efficiencies.
Our four-module academy provides practical insights into the benefits of professional portfolio management, offering scalable and cost-effective solutions for your clients. Whether you’re looking to enhance client outcomes or improve operational efficiency, our Managed Portfolio Academy equips you with the tools and knowledge to make the most of our innovative solutions.
Managed portfolio resources for you and your clients
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 prepared these educational guides, case studies and insights.
An adviser’s guide to managed portfolios
A practice guide to managed portfolios
An investor’s guide to managed portfolios
Getting the most out of managed portfolios
Enabling accessible advice with managed portfolios
Additional resources
Insights
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client
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 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 Advisers rated HUB24 #1 for tax optimisation tools in the 2023 Investment Trends Adviser Technology Needs Report.
2 “Delivering Platform Alpha Series: Measuring the cost of delay” by Milliman Australia and HUB24 (September 2021).
3 Investment Trends 2024 Platform Competitive Analysis and Benchmarking Report.
4 As at 1 April 2025.
5 2025 SPDR ETFs/Investment Trends Managed Accounts Report.
6 As at 1 April 2025.
7 How to get the great wealth transfer right’, Australian Financial Review, December 2019.
Target Market Determination
A target market determination (TMD) has been prepared 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 consistent with based on their likely objectives, financial situations and needs. A copy of the TMD for this product can be obtained from your financial adviser or is available on our website at www.hub24.com.au.
Managed portfolios: frequently asked questions
A managed portfolio (also known as a managed account or separately managed account (SMA)) is a professionally managed collection of investments held on behalf of your client. Typically structured as a non-unitised registered managed investment scheme, a managed portfolio allows your clients to access diversified investments via their superannuation or an investment platform.
Unlike traditional managed funds where clients hold units in a unit trust, a managed portfolio enables your clients to own a beneficial interest in the underlying assets. This structure offers greater transparency and control, as clients can see exactly what investments they hold within the portfolio. Managed portfolios also provide tailored investment solutions, which can help you, as an adviser, align investment strategies with your clients’ specific goals, risk tolerance, and preferences.
Managed portfolios or Separately Managed Accounts (SMAs) offer key advantages for advisers, including greater transparency by providing a clear view of the underlying holdings. This helps advisers explain portfolio changes and strategies more easily to clients, improving clarity and trust.
Managed portfolios also offer flexibility, allowing portfolios to be tailored to meet individual client preferences, goals, or risk levels. Advisers can adjust holdings, including swapping securities or holding cash, to accommodate ethical or social preferences.
Additionally, managed portfolios reduce administrative burdens by automating portfolio changes in line withstanding instructions, saving time and minimising paperwork. With professional portfolio management, client investments are actively monitored and adjusted by experienced managers, ensuring portfolios stay current and aligned with expert guidance.
A managed fund operates as a unitised trust where investor funds are pooled together and managed by professional asset managers according to a specific investment mandate. Investors in a managed fund own units in the trust, which represent their share of the pooled assets, rather than holding a direct interest in the underlying investments.
In contrast, a managed portfolio allows investors to typically own a beneficial interest in the underlying assets when held in an investment account, giving them more direct exposure to the specific securities. In a superannuation account, the Trustee generally retains the beneficial interest on behalf of the investor. This structure provides greater transparency and control over the individual investments compared to the pooled structure of a traditional managed fund.
SMAs and managed portfolios allow advisers to effectively manage client risk and returns through customisation and diversification. These portfolios can be tailored to meet individual client needs by adjusting holdings, such as swapping securities or holding cash. This flexibility is particularly useful for addressing specific ethical, social, or employment-related restrictions on certain investments. Managed portfolios can include a variety of assets, including direct securities (both global and domestic), ETFs, LICs, and managed funds, and can be structured to align with different risk levels or investment goals—ranging from single-sector strategies to fully diversified options.
In addition, managed portfolios provide tax optimisation benefits, as tax obligations are calculated individually rather than pooled across investors. HUB24 offers the ability to model and select tax outcomes that best suit the client’s situation, potentially reducing tax liabilities. These savings can then be reinvested, helping clients grow their wealth more effectively over time.