HUB24 engulfs ClearView's remaining superannuation businessBY KARREN VERGARA | WEDNESDAY, 19 FEB 2025 12:29PMHUB24 expects its $121 billion in funds under administration (FUA) to surge even further as it takes on ClearView's superannuation and pension business, WealthFoundations. Related News |
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Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
Despite objections from advisers to the Trustees that the ClearView fund is a Master Trust and HUB24 a Wrap. The two funds are in no way comparable. Clients chose the ClearView fund for its simplicity and lower fees and are now having to deal with a far more complex and costly product in HUB24.