DIY Master Plan

In 2023, ASX-listed wealth platform HUB24 Limited completed a successor fund transfer that moved all remaining DIY Master Plan members, assets, and associated records onto HUB24's infrastructure. This effectively wound down the standalone trust and consolidated its book into a larger, more diversified superannuation platform. Members were notified per APRA successor fund transfer protocols and did not need to take any action to remain invested.

Raiz Invest Australia acted as sub-promoter and distribution partner for the Raiz Super division of DIY Master Plan, embedding the superannuation product directly into Raiz's micro-investing app. This allowed Raiz users to round up everyday purchases and direct the spare change into a regulated superannuation trust. The underlying fund — DIY Master Plan — remained the licensed trustee and responsible entity, while Raiz provided the customer-facing technology layer.

Super Simplifier was a distinct division within DIY Master Plan designed for adviser-led superannuation accounts, built in partnership with DASH Technology Group. It offered simplified administration and fee structures aimed at financial advisers consolidating client super holdings. The division was transferred to Equity Trustees — a separate Australian trustee company — prior to the broader HUB24 transaction.

Yes. The fund was registered with HMRC in the United Kingdom as a Qualifying Recognised Overseas Pension Scheme (QROPS). This allowed it to receive pension transfers from UK-based schemes, which was relevant for Australian expatriates or returning residents repatriating UK pension savings into an Australian superannuation environment. The QROPS registration lapsed with the fund's closure.

There is no active balance left in the original DIY Master Plan trust. All assets and member accounts were transferred to HUB24's superannuation offering in 2023. The entity itself may remain a legal shell or be in the process of voluntary deregistration with APRA and ASIC, but for practical purposes the fund no longer accepts contributions, manages investments, or holds member balances.