Expand Adviser Expand Essential

A low-cost super, pension and investments wrap platform for clients with simpler needs

Simple but brilliant

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.

Easy-to-use platform

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-cost and transparent fees

Low fee solution helping you lower the cost to serve to help you provide advice to more Australians.

Client engagement tools

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 is rated 5 Apples a ‘Highly Recommended platform’ by Chant West.

Expand Essential Super

Read more about the Chant West ratings or The Heron Partnership ratings.

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.
Account Keeping Fee	$78 p.a.
Interest retained on Cash Account	0.50% - 1.40%
Administration costs paid from the reserve	0 – 0.04%

^[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.

MLC MultiSeries

Our low-cost range of blended index and active multi-manager funds.

MLC MultiActive

Our value range of predominately active multi-manager funds, where our experienced investment team uses extensive market research to manage the portfolios.

MLC Index Plus

A range of low-cost funds with diversified investment solutions, that are active where it matters most.

MLC Real Return

Targets returns above inflation while managing market uncertainty.

Single sector

Active single sector funds you can blend into clients’ portfolios to suit their risk profile and needs.

See managed investment range

MLC SMA Value Model Portfolios

Focused on providing above-inflation returns by blending the strengths of active and index management that’s diversified across asset classes.

MLC SMA Premium Model Portfolios

Focused on providing above-inflation returns through active management that’s diversified across asset classes, specialist investment managers and stocks.

See SMA range

Choose from a range of term deposits and exchange traded funds from our Essential+ investment menu which complements our existing Essential investment menu above.

Term deposits

Access several deposits from ANZ and NAB.

Maturing investments

Exchange traded funds

Choose from a range of exchange traded funds from leading providers including Betashares, BlackRock and Vanguard.

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.