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Showing 1 - 10 of 11 results for "WealthFoundations"

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... year, $5.3 billion was migrated from Equity Trustees and $1.3 billion came across when it took over ClearView WealthFoundations. Statutory net profit after tax was recorded at $79.5 million, which is a 68% increase on the previous year. Underlying profits ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... now finalised. FUA also surged thanks to its takeover of ClearView's superannuation and pension business, WealthFoundations, which brings $1.3 billion in FUA. "Our record FY25 net inflows and ongoing momentum reflect strong customer advocacy. Operating ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding period, including ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... administration (FUA) to surge even further as it takes on ClearView's superannuation and pension business, WealthFoundations. WealthFoundations will bring $1.3 billion in FUA via a successor fund transfer (SFT) that is due to finalise in the second ...

ClearView consolidates super, pension plans

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
... all ClearView Superannuation and Roll-Overs and ClearView Pension Plan members transferred to the ClearView WealthFoundations Super and Pension product. With that, the ClearView Superannuation and Roll-Overs and ClearView Pension Plan products will be ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... administration to HUB24, starting with its WealthSolutions2 and ClearView Managed Portfolios products. ClearView's WealthFoundations platform remains with ClearView. Managing director Simon Swanson said at the time that the strategy is an effort ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... product, LifeSolutions is currently available on 374 approved product lists, while its wealth management platforms, WealthFoundations and WealthSolutions, are on 31.

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... statement attributes this to investments in a new wealth platform and the $3.2 million development of a new product, WealthFoundations. "It is exciting to be part of a growing organisation such as ClearView as reflected by the performance of our business," ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
... successful merger and integration of Matrix, the upgrade to our LifeSolutions product range and the launch of WealthFoundations," ClearView managing director Simon Swanson said. The investment required to support the group's growth strategy had an adverse ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies, a LifeStages strategy and a Guaranteed ...
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