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Click ‘Get Form’ to open the hub24 invest application form in the editor.
Begin by selecting your account type in Section 1. Options include Individual, Joint, Trust, Superannuation fund (SMSF), Company, and more. Ensure you tick the appropriate box.
In Section 2, choose between Core Menu or Choice Menu for your investment options. You may only select one option.
Complete Section 3 for Investor/Trustee details. Fill in all required fields including names, Tax File Numbers (TFNs), and addresses for each investor.
Proceed to Section 6 to specify the source of your contributions and indicate how you will make your initial deposit. Choose from options like Cheque, EFT, or Direct Debit.
In Section 11, outline any adviser fees that apply to your account. Be sure to discuss these with your adviser beforehand.
Finally, review all sections for accuracy before signing in Section 14 and submitting the form via email or mail as instructed.
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Innovation to grow the SMSF Market HUB24 SMSF Access is a cost-effective solution designed to meet the needs of clients who want to experience the benefits of their own SMSF without the associated costs and administration complexity of establishing and managing a traditional SMSF.
Is HUB24 a custodian?
HUB24 Custodial Services Limited is the primary custodian, Operator, Administrator and Promoter of the award-winning HUB24 investment (HUB24 IDPS) and superannuation (HUB24 Super Fund) platform. HUB24 holds your assets in trust, on your behalf, for safe keeping, as part of our custodial services.
Is HUB24 better than Australian Super?
The annual State of Super report from The Conexus Institute*, which will be released publicly next week, found HUB24 ($6.2 billion) has even replaced AustralianSuper ($5.1 billion) as the leading fund in terms of competitive flows.
How to invest for capital growth?
What is a suitable way to grow capital? SIPs: Systematic investment plans in equity mutual funds: SIPs promote disciplined and regular investing, helping to average out the cost of units over time. Diversification: Spreading investments across different asset classes such as equity, debt, and gold can help manage risk.
Is HUB24 super regulated?
HUB24 Custodial Services Ltd (ABN 87 124 891 685 AFSL 239 122), a subsidiary of HUB24 Limited, is the operator of HUB24 Invest (an investor directed portfolio service), is the promotor of HUB24 Super Fund, and provides various services to the trustee of the HUB24 Super Fund (a regulated superannuation fund).
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HUB24 Limited (HUB24) is an -200 company and specialist platform provider whose purpose is empowering better financial futures, together.
How to join HUB24?
To become an investor of the Service: complete, with your adviser, and sign the Service application form. provide your adviser any relevant identification in accordance with AML/CTF and FATCA requirements. Refer to the IDPS Guide for further information.
What type of fund is HUB24?
HUB24 Super Fund is a Public offer Retail fund. Learn more about MySuper funds and the different types of super funds. HUB24 Super Fund ranks 23 in terms of total member benefits, which are valued at approximately $34.37 billion.
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