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HUB24 LIMITED — Investor Relations & Filings

Ticker · HUB ISIN · AU000000HUB4 LEI · 529900O2RAS904TFIR32 ASX Financial and insurance activities
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Filings indexed 1,292 across all filing types
Latest filing 2021-07-19 Interim / Quarterly Rep…
Country AU Australia
Listing ASX HUB

About HUB24 LIMITED

https://www.hub24.com.au

HUB24 Limited provides investment and superannuation platform services, along with technology and data solutions. The core HUB24 platform offers financial advisers and their clients access to a wide range of investment options, including managed funds, direct shares, and exchange-traded funds, integrated within a single account structure. The company also delivers SMSF administration and portfolio management software through its subsidiary, Class, and provides data integration services via HUBconnect. These solutions are designed to enhance the efficiency of wealth management through advanced reporting, automated workflows, and seamless integration with third-party software providers. The focus remains on delivering scalable, technology-led infrastructure to support financial professionals in managing complex investment portfolios.

Recent filings

Filing Released Lang Actions
HUB24 Q4 Market Update 5 pages 184.5KB
Interim / Quarterly Report Classification · 95% confidence The document is an ASX release dated 20th July 2021, providing detailed quarterly and annual financial and operational updates for HUB24 Limited. It includes quantitative data on net inflows, funds under administration (FUA), platform growth, adviser numbers, and business updates including appointments to the executive team and board. The document focuses on financial performance metrics for the June quarter and FY21, with no indication that it is a full annual report or interim report containing comprehensive financial statements. It is not a brief earnings release but a detailed business update with financial highlights and operational metrics. The document is longer than 5,000 characters and contains substantive financial data and analysis for a period shorter than a full fiscal year (quarterly and annual net inflows for FY21). Therefore, it fits best as an Interim / Quarterly Report (IR) rather than an Earnings Release (ER) or Annual Report (10-K). Q4 2021
2021-07-19 English
Director Appointment 2 pages 88.1KB
Board/Management Information Classification · 100% confidence The document is an ASX release dated 19 July 2021 announcing the appointment of Catherine Kovacs as a Non-Executive Director of HUB24 Limited. It details her background, experience, and the board committee she will join. There is no financial data, no mention of financial results, no report attached or referenced, and no regulatory or legal proceedings discussed. The content is focused solely on a change in the company's board of directors. Therefore, the document fits the category of Board/Management Information (MANG). The document length is under 5,000 characters and is a direct announcement, not a report or presentation.
2021-07-18 English
Initial Director's Interest Notice 2 pages 227.2KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X Initial Director’s Interest Notice' and references ASX listing rule 3.19A.1 and section 205G of the Corporations Act. It details the director's relevant interests in securities and contracts, specifically for a newly appointed director. The content is focused on disclosure of personal shareholdings and interests of a company director, which aligns with insider trading or director dealings. The document length is short (2164 characters) and contains no financial statements or company performance data. Therefore, it fits the category of Director's Dealing (DIRS).
2021-07-18 English
Change in substantial holding 7 pages 388.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 filed under the Corporations Act 2001, titled 'Notice of change of interests of substantial holder'. It details changes in voting power and relevant interests of a substantial shareholder, Hyperion Asset Management Limited, in HUB24 LTD. The form includes annexures listing previous and present voting power, changes in relevant interests, registered holders, and addresses. This type of filing is a notification of changes in significant share ownership levels, which matches the definition of 'Major Shareholding Notification'. The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding changes.
2021-07-08 English
Change in substantial holding 4 pages 166.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001 Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power, relevant interests, and shareholdings of a substantial holder (ECP Asset Management Pty Ltd) in HUB24 LIMITED. The content includes dates of changes, nature of changes, and securities affected, consistent with a major shareholding notification. There is no indication that this is an annual report, earnings release, or any other financial report type. The document is a formal regulatory filing notifying the market of changes in substantial shareholdings, which matches the definition of Major Shareholding Notification (MRQ).
2021-06-06 English
Change in substantial holding 10 pages 313.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder filed under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder (Pinnacle Investment Management Group Limited and its subsidiaries) in HUB24 Ltd. The form includes annexures listing affiliated investment managers, changes in securities holdings, and associations. This type of filing is a regulatory notification about changes in substantial shareholdings, not a financial report, earnings release, or management discussion. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2021-06-03 English

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