Hub24 Limited · ASX:HUB

Hub24 — Macquarie Australia Conference 2022

15 slides from Hub24's conference presentation, May 3, 2022

  1. Slide 1: Macquarie Australia

    For personal use only Macquarie Australia Andrew Alcock Managing Director HUB24

  2. Slide 2: HUB24 Group

    For personal use only HUB24 Group 92 7,700+ PLATFORM PARS Financial Services Clients Unique Customers^ 96 220+ Custodial administration Non-custodial administration Data Integrations^^ Data Integrations^^ Platform FUA PARS FUA HUBconnect Broker Class Super $51.0bn¹ $17.3bn¹ Customer management & SMS

  3. Slide 3: 1HFY22 Delivered strong financial results growth

    For personal use only 1HFY22 Delivered strong financial results growth1 Statutory NPAT $81.6m $77.3m $8.4m Up 38% Including $8.3m of transaction 72% Total Group Revenue³ 76% Platform Revenue & implementation costs Underlying NPAT2 $29.7m $30.0m $14.2m Up 103% 80% Group Underlying 72% Platform Underl

  4. Slide 4: Consistently delivering record growth

    For personal use only Consistently delivering record growth¹ FUNDS UNDER ADMINISTRATION REVENUE CAGR +41%2 UEBITDA CAGR +63%2 $80b $90m $70b $80m $60b $70m $60m $50b $50m $40b $40m $30b $30m $20b $20m $10b $10m $0b $0m 1H19 2H19 1H20 2H20 1H21 2H21 1H22 1HFY19 1HFY20 1HFY21 1HFY22 Platform FUA PARS

  5. Slide 5: HUB24 – Australia's fastest growing platform provider

    For personal use only HUB24 – Australia’s fastest growing platform provider¹ Netflow share to underlying market share ratio¹ Growth in Platform FUA, PARs FUA & net flows per quarter² FUA $m Netflows ($m) 10.00 $80,000m $4,500m $70,000m $4,000m 8.00 $60,000m $3,500m 6.00 $3,000m $50,000m 4.00 $2,500m

  6. Slide 6: Business highlights

    For personal use only Business highlights 2 1 No.1 2 No.2 No.1 Platform Managed No.2 Accounts functionality ranking for annual Platform satisfaction² 6th year running¹ Best Platform Overall¹ platform net inflows (7th position market No.1 Top 2 in 5 out of 6 share) Product Offer¹ categories¹ Ongoing

  7. Slide 7: Empowering better financial futures, together. Strategic pillars

    For personal use only Empowering better financial futures, together. Strategic pillars Deliver customer Continue to build Collaborate to value & growth the platform of the shape the future of future the wealth industry Continue to develop our platform Deliver an integrated customer Leverage our tech

  8. Slide 8: Update on Class Acquisition

    For personal use only UPDATE ON CLASS ACQUISITION 8

  9. Slide 9: Class acquisition

    For personal use only Class acquisition Transition phase Growth phase Operate Class as a business unit while Focus on extending core SMSF streamlining some corporate functions strategy to benefit customers of both Progress development of additional businesses, deliver growth and grow Initial joint p

  10. Slide 10: Outlook

    For personal use only OUTLOOK 10

  11. Slide 11: HUB24 Group well positioned to capture market opportunities

    For personal use only HUB24 Group well positioned to capture market opportunities Australian Investment Managed Account PARS SMSF Market⁴ Platform Market¹ Market² Market³ HUB24 market share HUB24 market share HUB24 market share Class market share 4.6% 19% 12% 29% Investment Other services Inhouse Cl

  12. Slide 12: Continuing to grow and enhance our proposition

    For personal use only Continuing to grow and enhance our proposition Collaborate to shape Deliver customer Continue to build the the future of the value & growth platform of the future wealth industry Deliver platform enhancements Continue delivery of 'whole of wealth' Accelerate development of HUBc

  13. Slide 13: Outlook

    For personal use only Outlook Position HUB24 Pursue Continuing for ongoing Growth strong financial success results Leverage existing Platform FUA Continued investment in Leverage FUA product innovation, customer relationships with financial growth and scalability target (excluding professionals and

  14. Slide 14: Disclaimer

    For personal use only Disclaimer SUMMARY INFORMATION FORWARD LOOKING STATEMENTS The material herein is a presentation of general background This presentation contains certain forward-looking information about HUB24 Limited’s (‘HUB’) activities current statements. The words ‘anticipate’, ‘believe’, ‘

  15. Slide 15: For personal use only

    For personal use only

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