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ClientFirst: 1800 517 124
What are you looking for?
ClientFirst: 1800 517 124
Lean yet mighty.
Contact us
Expand Essential & Essential +
A low-cost super, pension and investment wrap designed for clients with simpler needs.
Access ready-made multi-manager solutions and highly rated SMAs managed by the award-winning MLC Asset Management. Plus access the Essential+ investment menu including ETFs and term deposits. All with a choice of insurance options.
Expand’s intuitive platform streamlines advice implementation with fast, paperless processes and easy account management.
Lower costs to serve with a flat admin fee, helping you reach more clients efficiently.
Deliver clarity and transparency through Expand’s client app and online reporting tools.
HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM
The Expand platform is rated: 5 Apples – a Highly Recommended by Chant West.
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Expand has received the Adviser-Ready Fund certification from Chant West and the FAAA.
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MLC Retirement Boost™ available on Expand is rated 4 Apples – Recommended by Chant West.
Expand Essential Super and Expand Extra Super are rated: 5-stars by The Heron Partnership.
Expand is rated: #1 for Relationship Management #1 for Technical Services NMG Australian Wealth Adviser Study 2025.
Expand Essential is ranked: #1 for Overall Platform Service Satisfaction #1 for Administrative Support #1 for Ease of Doing Business #1 for Value in the 2026 Wealth Insights Report.
Read more about our awards and ratings.
Important information: The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. Lifetime Product rating for MLC Retirement Boost (assigned May 2026) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.
LOW-COST ADMINISTRATION FEES
| Account balance | Investment Menu | |
|---|---|---|
| Essential[1] | Essential+ | |
| First $500,000 | 0.10% | 0.20% |
| Next $300,000 | 0.10% | 0.10% |
| Above $800,000 | Nil | Nil |
| Maximum Administration fee (excluding Account Keeping Fee) | $800 p.a. | $1,300 p.a. |
| Retirement Boost (Pension) fee | An additional Administration Fee amount applies to Retirement Boost (Pension) of 0.10% pa on the first $400,000. | |
| Account Keeping Fee | $78 p.a. | |
| Interest retained on Cash Account | 0.50% - 1.40% | |
| Administration costs paid from the reserve | 0 – 0.02% (Super and Pension only) | |
[1] Includes the Cash Account balance.
INVESTMENT OPTIONS
Choose from our range of multi-manager options, managed by our award-winning MLC Investment Asset team.
Our low-cost range of blended index and active multi-manager funds.
Our value range of predominately active multi-manager funds, where our experienced investment team uses extensive market research to manage the portfolios.
A range of low-cost funds with diversified investment solutions, that are active where it matters most.
Targets returns above inflation while managing market uncertainty.
Active single sector funds you can blend into clients’ portfolios to suit their risk profile and needs.
Focused on providing above-inflation returns by blending the strengths of active and index management that’s diversified across asset classes.
Focused on providing above-inflation returns through active management that’s diversified across asset classes, specialist investment managers and stocks.
Choose from a range of term deposits and exchange traded funds from our Essential+ investment menu which complements our existing Essential investment menu above.
Choose from a range of exchange traded funds from leading providers including Betashares, BlackRock and Vanguard.
INTRODUCING ESSENTIAL+
The Essential+ investment menu provides access to a range of Term Deposits (TDs) and Exchange Traded Funds (ETFs) via Expand Essential to complement our existing suite of MLC managed funds and SMA model portfolios.
Request a demoINTRODUCTION TO INVESTMENT CENTRAL
Investment central
A powerful online tool that allows you to run client reports with your business branding to show case your investment expertise and provide clients with full portfolio transparency.
Request a demo or watch this video to learn more.
Talk to us today
Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.
