HUB24 Limited

HUB24 Super Fund - Account Based Pension (Core Menu)

Past 5-year return
-
Admin fee

$0

Calc fees on 50k

$452

SuperRatings awards
Gold
Past 5-year return
-
Admin fee

$0

Calc fees on 50k

$452

SuperRatings awards
Gold

Pros and Cons

  • Allows advisers to design solutions aimed at meeting retirement, savings and insurance needs.
  • Underpinned by HUB24's award-winning investment and superannuation platform which offers broad product choice and an innovative experience for advisers and investors.
  • Flexible technology.

HUB24 Super is a superannuation platform offering enhanced transaction and reporting solution to members. This product can only be accessed through the appointment of an authorised financial adviser acting on behalf of the member, requiring a minimum initial investment of $20,000 to commence membership. Members are provided access to a range of multi-sector managed portfolios and term deposits. Performance history is not available for this product.Fees for the Core Menu are competitive and lower than the industry average across all account balances assessed. The asset-based administration fee is reduced on account balances greater than $250K and capped at $5,150 pa. Advisers and dealer groups may also negotiate a discount on the administration fee. Members are able to switch investment options at no cost, although, a buy-sell spread may apply.HUB24 provides good flexibility, with members having the ability to receive pension payments monthly through to annually. Pension payments can be indexed each year by a specific percentage or in-line with CPI. Beneficiary options are comprehensive, including both binding and non-binding nominations, non-lapsing binding nominations, as well as reversionary pensions. The fund's InvestorHUB allows members to track and manage their accounts online, as well as view all transactions, valuations and a variety of other reports, including a simple Retirement Planner calculator. A range of publications, factsheets and educational webinars are available from the website.

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HUB24 Fees and Features

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