Where value meets quality
Contact us
What are you looking for?
ClientFirst: 1800 517 124
Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.
What are you looking for?
ClientFirst: 1800 517 124
Where value meets quality
Contact us
A low-cost super, pension and investments wrap platform for clients with simpler needs
Ready-to-use multi-manager solutions including the industry’s highest-rated SMAs, all managed by the award-winning MLC Asset Management. Plus comprehensive insurance options.
Expand’s intuitive platform is designed to make every day easier for advisers with simple to use technology to manage all your clients’ super, pension and investment needs.
Low administration at 0.10% pa (capped at $1,000 pa) and $90 pa account keeping fee – lowering the cost to serve to help you provide advice to more Australians.
Deliver a great client experience and full portfolio transparency with Expand’s client app and our online reporting tool, Investment Central.
HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM
Expand Essential Pension
Expand platform
Expand Essential Super
Read more about the Chant West ratings or The Heron Partnership ratings.
LOW-COST ADMINISTRATION FEES
| Account balance | Administration Fee (pa) | |
|---|---|---|
| Administration Fee | First $1 million | 0.10% ($1.00 per $1,000 invested) |
| Above $1 million | Nil | |
| Maximum Administration Fee (excluding Account Keeping Fee) | $1,000 pa | |
| Account Keeping fee | $90 pa | |
| Interest retained on Cash Account | 0.50% - 1.20% pa | |
| Administration costs paid from the reserve | 0 – 0.03% pa (Super and Pension only) | |
Other fees and costs apply. View our Product Disclosure Statements and Investor Directed Portfolio Services (IDPS) Guides for more information on fees and costs. Fees and costs may change in the future.
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.
WHAT’S NEW
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.
