Craig Lawrenson

HUB24 has launched a lifetime super solution with life insurer TAL, expanding the range of lifetime retirement options available, empowering advisers with choice and flexibility to deliver better client outcomes.

Available through HUB24 Super, the lifetime super account meets the requirements of an Innovative Retirement Income Stream, providing access to concessional Centrelink treatment when used to purchase a lifetime pension account.

According to recent TAL research, more than half of pre‑retirees value income‑for‑life features, with almost nine in ten open to a lifetime income product if offered, highlighting strong demand for certainty alongside choice.¹

HUB24 provides advisers and their clients with the choice of retail superannuation and SMSF solutions. Alongside a broad range of investment options, advisers can now choose from a range of leading lifetime income solutions, including Allianz Guaranteed Income for Life (AGILE) and Challenger annuities, enabling more tailored retirement strategies for their clients.

HUB24 Chief Operating Officer Craig Lawrenson reiterated the importance of choice in super to support confidence in retirement outcomes.

“Choice and flexibility are fundamental to a trusted superannuation system, enabling advisers to deliver more personalised advice, strengthening engagement and outcomes, and driving ongoing innovation across the industry.”

Recent Federal Budget announcements highlight growing complexity, and the important role financial advice can play in helping Australians navigate change and tailoring advice to their individual circumstances.

“Advisers need access to solutions that enhance productivity and simplify the delivery of complex advice. An example is HUB24’s innovative multi‑step transitions capability that enables advisers to execute complex strategies simultaneously, from account establishments to recontributions,” said Lawrenson.

HUB24’s multi-step transitions capability was recently recognised as the most innovative new feature in the 2026 SuitabilityHub Platform Market Wrap Report.

In the second half of 2027, HUB24 plans to launch the lifetime pension account expanding choice further for advisers and their clients.

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Mr Taggart brings more than a decade of senior leadership experience across distribution, strategy and adviser engagement. Most recently as General Manager of Distribution and Marketing at Resolution Life, Mr Taggart has built a reputation for leading high performing teams and collaborating with advisers to grow their businesses and support their clients.

Prior to this, Mr Taggart spent more than ten years at Zurich and OnePath, where he led large state-based sales teams, strategic accounts and national distribution functions through periods of growth, integration and transformation.

HUB24 Executive General Manager, Platform Growth Matt Willis said: “I’m excited to welcome Nathan to the HUB24 team. He will play an important role in continuing to build and maintain our strong relationships with advisers to enable them to deliver better client outcomes.”

HUB24 has consistently been recognised by both advisers and the industry for customer service excellence and a recent Investment Trends 2025 Adviser Technology Needs Report found service and support remain top drivers of platform satisfaction, with nearly half of advisers citing poor service as the reason they leave a platform.¹

Mr Taggart said he is excited to join the team at HUB24: “HUB24 has built a strong reputation for service, innovation and collaboration with advisers. I’m looking forward to working closely with advisers to build on the strong access and engagement advisers already have, ensuring they continue to deliver outstanding client outcomes.”

HUB24 continues to invest in delivering outstanding service and support for advisers and their clients, including combining AI‑enabled solutions with a people‑first customer service model, and providing dedicated adviser training with team members in each state.

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Jason Entwistle

At the FAAA Congress in Perth, HUB24 will introduce myhub, an ecosystem concept being developed that provides access to leading advice technology solutions and leverages AI-powered natural language prompting to address the productivity challenges for advice practices.

To deliver these efficiencies, myhub will integrate leading advice technology including HUB24 Group capabilities (HUB24 platform, Class and myprosperity) as well as services and solutions from providers including Vital Business Partners and Finura Digital.

myhub is intended to be flexible enough to integrate applications developed by practices and licensees, streamlining tasks including client meeting preparation, scenario modelling, client goal tracking, SOA creation, and compliance checks within one secure ecosystem.

With 10.2 million Australians open to seeking financial advice and only 15,250 financial advisers available, the advice sector faces a significant capacity gap. HUB24 is developing myhub as part of its commitment to collaborate with advisers, licensees and industry partners to enable accessible advice for more Australians.¹

According to HUB24’s Director Strategic Development, Jason Entwistle, the key to unlocking productivity is removing inefficiencies in the advice implementation process.

“While platforms such as HUB24 have enhanced productivity in areas like portfolio management and reporting, there are still many inefficient processes within an advice practice, which have not been addressed due to the lack of investment in high quality accessible data, industrial scale technology, and innovation.”

He added: “By leveraging data and emerging technology, and through collaboration with licensees and leading technology providers, HUB24 is addressing this need while continuing to invest in our market-leading platform to enable advisers to deliver financial advice for more Australians.”

In early 2026, myhub will commence a pilot program for licensees, advice networks, and advisers to co-design the solution.

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Notes:
[1] Adviser Ratings Adviser Musical Chairs Report, Quarter 2 2025; Investment Trends 2024 Australian Financial Advice Report.

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Andrew Alcock

HUB24 has announced it is developing a lifetime retirement solution with life insurer TAL, expanding the range of retirement offerings available on platform and enabling advisers to deliver their clients greater financial confidence and security throughout retirement.

Expected to launch first half of 2026, the lifetime retirement solution will address one of the most pressing concerns for Australians – the risk of outliving their retirement savings.

Recent research shows that 68% of Australians fear running out of retirement savings, leading many to restrict their spending and compromise their lifestyle. HUB24’s own data suggests that 52% of pension members are only withdrawing the legislated minimum pension amount to manage their longevity risk.¹

The lifetime retirement solution is designed to optimise a member’s outcome if they transition from a lifetime super account to a lifetime income account when they retire, providing income for life. It may also help maximise eligibility for means-tested Age Pension concessions, with greater benefits for those who adopt the solution earlier.

HUB24 CEO Andrew Alcock said: “As a market-leader, HUB24 has an important role to play in delivering solutions that enable financial advisers to support their clients through all the stages of their life, including planning for a fulfilling and secure retirement. We’re delighted to be collaborating with TAL to deliver our Innovative Retirement Income Stream solution, providing more choice for advisers and their clients.”

TAL Chief Executive, Group Life & Retirement, Jenny Oliver, said: “We believe lifetime income solutions can play a fundamental role in helping more Australians achieve confidence in their retirement. We are excited to be working with HUB24 and the advisers using their platform to provide clear and accessible retirement options for their clients.”

The development of the new retirement solution builds on HUB24’s launch of Discover – a platform and managed portfolio solution designed for clients with lower balances or less complex needs – and Private Invest, which provides advised high-net worth clients with access to wholesale investment solutions and non-custody administration via the HUB24 platform.

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Notes:
[1] Retire with Purpose Report 2025 – UniSuper

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According to the Investment Trends 2025 Adviser Business Model Report, financial advisers spend 57% of their time on client-facing activities. However, many still manually report on non-custody assets, highlighting the need for a more efficient advice and review process.

Engage streamlines the previously time-consuming process of preparing client reports by automating the collection and verification of data across multiple systems. This creates efficiencies for advisers, enabling them to free up capacity and focus on higher-value activities.

HUB24’s General Manager of Product Development, Aydin Mustafa commented: “Client meetings are often a once-a-year key opportunity for financial advisers to build trust and engagement, and with Engage, these reviews become more impactful by using innovative technology to present data clearly and enhance the client experience.”

Engage is the next evolution of Present, HUB24’s innovative client reporting technology and is now available for advisers to access on the platform. Designed in collaboration with financial advisers, by leveraging interactive visuals, tailored presentation slides and client-specific data insights, Engage enables advisers to communicate portfolio progress more effectively, visually enhancing client engagement and enabling an understanding of long-term investment strategies.

Advisers using Engage are already integrating the solution into their workflows, boosting productivity and strengthening client communication.

“These client reports matter a lot, because they help us to tell compelling investment stories and build client trust,” said Emily Ugarkovic, Financial Adviser, Northaven Financial Management. “We’ve also saved a lot of time preparing reviews. Typically, it would take between two to four hours and now it only takes about half an hour.”

Other features of Engage include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports and presentations with their own brand.

“Before using Engage, I was selecting 12 or more different reports to prepare a client review, which was time consuming and complicated,” said Sean McGowan, Partner and Certified Financial Planner, Griffin Financial Services. “Now I have access to so much functionality, amazing templates and the ability to select and save client specific settings, they’re very customisable and easy to understand.”

He added: “For them [clients] to see this beautiful engaging report, the feedback has been overwhelmingly positive.”

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Anne Hamieh

HUB24 has announced that an increasing number of High Net Worth (HNW) clients is driving demand for innovative solutions like the recently launched HUB24 Private Invest.

In April, HUB24 launched Private Invest, an innovative and unique wholesale solution that brings together HUB24’s leading HNW capabilities, including HUB24’s award-winning platform and deep expertise in non-custody administration, with over $23 billion in non-custody assets currently administered on PARS (Portfolio Administration and Reporting Service).^[1][2]

Designed specifically for HNW and UHNW clients, HUB24 Private Invest provides easier access to a broader range of wholesale investments, simplifies the administration of custody and non-custody assets and, through Engage, the next evolution of HUB24’s leading reporting capability, provides clients with a complete view of their investments.

Australia’s HNW segment is growing, with 690,000 investors holding over $3.4 trillion in investments, up 13% from the previous year. This trend is expected to continue, with an estimated $3.5 trillion set to transfer between generations over the next 20 years driving private wealth advisers to adapt their service models to meet growing demand.^[3]

Research also reveals more than 50 percent of advisers servicing HNW clients rely on manual processes when administering non-custody assets and in some cases, HNW investors are using spreadsheets to gain a consolidated view of their investment portfolios.^[3]

HUB24’s Head of Broker and Private Wealth Distribution, Anne Hamieh, said these insights highlight the need for solutions that empower private wealth advisers to better serve this growing segment.

“We’ve been collaborating with private wealth advisers to develop innovative solutions that meet the evolving needs of their clients and help them deliver their value proposition. HUB24 Private Invest extends our leading HNW capability, with further flexibility to enhance the client experience.

“As Australia’s HNW segment continues to grow, we are leading the way in developing innovative solutions for private wealth businesses to deliver the tailored solutions their clients need.”

Other key features of HUB24 Private Invest include a single offer with one application for private wealth advisers and their clients to access an extensive investment menu – including alternative investments such as private credit, private equity, and private infrastructure administration of non-custodial investments, all through a single portal that provides consolidated and interactive reporting.

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Notes:
[1] HUB24 was ranked as the #1 platform in the HNW category and Best Overall Platform in the Investment Trends 2024 Platform Competitive Analysis and Benchmarking Report.
[2] PARS FUA as at 30 June 2025.
[3] Investment Trends 2024 High Net Worth Investor Report.

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In this newly created role, and reporting to HUB24’s Chief Operating Officer, Craig Lawrenson, Mr Willis will lead the platform growth team, which includes retail distribution, key account management, private wealth and broker, strategic sales, and sales enablement. He will also work alongside product, operations, and marketing teams to continue to deliver innovative products and solutions that enable financial professionals to provide accessible advice to more Australians.

Mr Willis was previously at Vanguard Australia and Aware Super where he held several leadership positions including Head of Institutional Sales, Head of Business Development and most recently National Sales Manager, Financial Adviser Services for Vanguard Investments.

HUB24 Chief Operating Officer Craig Lawrenson said: “I’m pleased to welcome Matt to the HUB24 team where he will help to drive growth and further strengthen our relationships with our customers.

“Matt is well known in the industry for his energy, commercial acumen and talent for building high-performing teams, bringing a leadership style that closely aligns with our strategy and culture.”

Mr Willis said: “I’m excited to be joining HUB24 and look forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees.”

Mr Willis will start as HUB24 Executive General Manager, Platform Growth on 2nd September 2025.

Mr Willis’s appointment follows several recent internal HUB24 Group promotions including Paul Voges who was promoted to the newly created role of Head of Investment Growth and Partnerships, reporting to Matt Willis. Paul is responsible for leveraging HUB24 Group’s relationships with asset managers, driving continued adoption of managed portfolios across HUB24’s Platform solutions.

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Craig Lawrenson

HUB24 has added five new portfolio managers to its Discover offer, delivering broader choice to empower advisers with solutions to support their clients throughout their wealth accumulation and retirement journey.

Discover, launched in November 2023, complements HUB24’s Core and Choice offers providing a cost-effective platform and investment solution designed for those with less complex needs.

Advisers and their clients can now access a range of passive, active, and ESG managed portfolios from 13 portfolio managers, with new options from Dimensional, State Street, Russell, Infinity, and MLC, joining existing managers AZ Sestante, Betashares, Blackrock/iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith.

“Demographic trends, such as intergenerational wealth transfer and ageing populations, are providing opportunities for advisers to evolve their advice proposition to meet the needs of a diverse range of clients, said HUB24’s Chief Operating Officer Craig Lawrenson.

“Designed in conjunction with portfolio managers, Discover was developed in response to the growing demand from advisers seeking a cost-effective solution that offers choice and flexibility. Based on adviser feedback, we’ve now identified more opportunities to expand our range of managed portfolios to 66, nearly doubling the available options.”

Discover has been well-received by advisers providing access to all the benefits of HUB24’s market-leading platform capability and a streamlined selection of managed portfolios.

Orbit Wealth Principal Adviser Jacinta Martin said: “Discover is fantastic and a game-changer. It’s great for younger clients with simple needs who want the enhanced features of a wrap platform with unmatched choice and flexibility. It’s perfect for young accumulators who might have a smaller super and investment account.

“It’s also great for those clients who are either transitioning to retirement or in a semi-retirement phase and contributing to their superannuation account while holding an account-based pension.”

Gretel Chiswell from Gretel Financial said: “Discover is user-friendly and cost-efficient, providing excellent investment diversification and seamless client accessibility. The HUB24 platform offers portfolio performance tracking against multiple benchmarks, making it a highly efficient, transparent, and reliable solution for both advisers and investors.”

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SMSF Access is a simple, integrated SMSF solution that’s been designed for advised clients.

As part of the HUB24 Group’s commitment to delivering innovative solutions that enable advisers to meet the needs of clients throughout each life stage, HUB24 announced it has collaborated with advisers to enhance its SMSF Access solution.

Leveraging the collective capabilities of HUB24, Class and NowInfinity, SMSF Access is a simple, cost-effective, integrated SMSF solution that’s been designed for advised clients with simple investment needs looking to access the benefits of an SMSF without the cost and complexity of traditional solutions.

The SMSF sector continues to attract more Australians with SMSFs now comprising more than one trillion dollars of the $4.08 trillion superannuation industry.

Recent research from the Class Annual Benchmark report, showed millennials are establishing SMSFs at a faster rate than any other demographic, with growth increasing by 5% over the past six months to 33.6% (up from 28.5% as of 30 June 2024). These figures demonstrate the increasing popularity of SMSFs amongst a younger cohort.

Furthermore, Investment Trends research found 36% of High Net Worth (HNW) investors have, or are planning to establish, an SMSF to help enable the transfer of wealth to family members.

HUB24 Executive Group Strategy Greg Hansen said these figures highlight significant opportunities for advisers to enhance their advice proposition to meet the needs of early-stage wealth accumulators, later stage retirees, or clients seeking choice, flexibility or portability.

“Since launching we’ve been collaborating with advisers to further develop our product offering and deliver scalable, cost-effective and efficient client value propositions. Through ongoing investment in innovation, solutions like HUB24 SMSF Access support growth in the overall SMSF segment by enabling advisers to service a new customer demographic.

“HUB24 SMSF Access is designed for advised clients who want to invest in assets on platform and typically don’t have an accountant relationship. It offers all the benefits of HUB24’s market leading platform, including access to the full range of IDPS investments, along with establishment and administration services, making an SMSF simple and easy to manage.

The solution also offers a simple fee structure and, where eligible, the ability to claim RITC on advice fees – which potentially lowers the cost of advice.

Mr Hansen said: “As their balances grow and their investment needs change, advised clients can transition to a comprehensive SMSF solution without the need to sell down any of their existing investments.”

The new features and enhancements offer many additional benefits including a streamlined application process, faster access to Super Guarantee (SG) contributions, a new Cash Statement report, GST registration, comprehensive SMSF information and fact sheets.

Delivered through HUB24’s professional development centre, advisers also have access to the SMSF Academy which provides valuable insights on the client and business benefits of SMSFs including key trends shaping the industry, how younger investors are driving SMSF growth, advice strategies and solutions for future clients.

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Stephen Furness

HUB24 has announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’, providing unique insights into what it takes for advisers to successfully service the nation’s growing number of high net worth (HNW) investors.

The whitepaper outlines key trends among these savvy investors, which represent a growing segment of the Australian population, often with complex needs that require professional financial advice.

The HNW segment in Australia is sizable and continues to grow with Investment Trends estimating 635,000 HNW investors collectively poured more than $2.98 trillion AUD into investments in 2023, up 3% from the previous year. This has primarily been driven by profits from direct shares and investments. Furthermore, the data reveals 66 percent of new entrants are more likely to be unadvised, representing a significant opportunity for financial advice practices.^[1]

While the average age of HNW investors is currently 60, data shows younger generations are contributing to growth in the segment. Those under 40 are estimated to make up 14% of Australia’s ultra HNW investors, with net assets exceeding $30 million USD.^[2]

The whitepaper leverages insights from financial advisers, who have successfully built an advice proposition for HNW clients.

Treysta Wealth Management Executive Director Mark Nagle says a lot of their clients in the HNW segment are self-made entrepreneurs and business owners.

“Our youngest client is in his 30s. He ran a tech startup and sold it to a big overseas company, so experienced a multi-million liquidity event.

“When you’re talking about HNW clients, the challenge is not generally a financial one, it’s an emotional one. They have built considerable wealth through a high-powered career or through owning a successful business. For years, they were usually the smartest, most powerful person in the room. In retirement, that all stops.

“That’s why we pivoted to a lifestyle planning approach. Even for HNW clients, it’s not about achieving investment outcomes, it’s about achieving lifestyle outcomes.”

To some extent, the money motivations of HNW clients mirror those of many other investors – saving for retirement, the desire to make a social impact, preserving wealth, passing assets on to family members and leaving a legacy. However, the quantum of the amounts involved increases the number – and complexity – of solutions available.

MGD Wealth Director Stephen Furness says HNW clients have often reached a level of financial security, so their investment journey is quite different to retail clients.

“These days it takes a lot more than a million dollars of investable assets to be in that position. Our clients were highly successful before they ever came to see us. Our role isn’t to make them more successful, it’s to steward their success and their wealth, to help them transition to the next phase of their lives.”

Cruz Family Office Specialist Nat Daley says on one level, the underlying issues for which the wealthy seek advice are the same as everyone else including getting out of debt, saving for something, and helping to manage cashflow.

“But for HNW investors, the quantum and complexity are obviously amplified 100 times, especially around family. Clients have come to us with some incredibly messy situations. Helping untangle them has undoubtedly brought marriages and families closer.”

Older HNW clients have ridden a wave of enormous asset growth over their lives in both equity and housing markets. It is these clients who are at the very centre of the enormous intergenerational wealth transfer that we will see over the next two decades.

The rising economic power of female investors is also a standout trend around the world that is redefining the way firms are approaching this segment. Research shows that females hold around a third of all Australian wealth and are expected to grow their wealth around 40% faster than males. Furthermore, by 2030, females are projected to manage two-thirds of all household wealth.^[3]

Elston Head of Philanthropic Services Susan Chenoweth says philanthropy can be a galvanising force, creating cohesion across multiple generations of a family.

“Every individual is motivated differently – giving can be rational and emotional. We find younger clients are generally more motivated to support environmental and social causes, and they also like to get more involved as volunteers. But across the board, we are seeing more focus on gender equity and diversity in giving. Mental health is also an area all generations are interested in.”

Contrary to popular belief, HNW individuals are not risk takers attracted to complex investment strategies, preferring more conservative and cautious strategies and more traditional domestic asset classes.

Wealth transfer for these clients can often involve the transfer of not only significant financial assets but also business ownership stakes, hence an important role of advice in this segment is to protect wealth and smooth the path for its transfer in the face of potentially challenging family dynamics.

HUB24’s Chief Growth Officer Chesne Stafford says the benefits of technology and automation is a game changer for advice practices as they seek to create efficiencies and improve productivity to meet the growing needs of their client base.

“Unsurprisingly, HNW clients take more time to serve. Research shows 86% of HNW clients want personalised offerings, and 91% of them say service quality, rather than expertise or investment returns, is the most important criterion when selecting a financial adviser.^[4]

“The advisers who successfully serve the HNW segment act as connectors, augmenting their own deep technical expertise with a network of the very best leaders and thinkers across a broad range of specialist disciplines including investing, tax, law, accounting and philanthropy.

“By making available technology solutions that increase efficiencies and productivity, we can empower advisers to deliver scalable solutions that meet the evolving needs of their clients.”

In response to the demand for better reporting tools to support client engagement and enable a complete view of client wealth, new data feeds and automation capabilities were recently added to the HUB24 platform, enabling advisers to obtain a holistic view of their clients’ asset allocation. The new features compliment HUB24 Present, a market-leading reporting capability co-created with advisers that enable them to customise presentations in real-time and increase client engagement.

This month, HUB24 also unveiled several changes linked to demand for HNW clients, such as the ability to trade unlisted domestic fixed income securities and direct foreign currency.

Download HUB24’s whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’.

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