Complete flexibility for sophisticated portfolios.
Contact us
What are you looking for?
ClientFirst: 1800 517 124
What are you looking for?
ClientFirst: 1800 517 124
Complete flexibility for sophisticated portfolios.
Contact us
Expand Extra
A full-service super, pension and investment platform for clients with more complex needs.
Customise portfolios with 500+ managed funds, SMA model portfolios, listed securities, ETFs, term deposits and annuities - plus advanced features like contra trading and tax optimisation.
Expand’s intuitive platform streamlines portfolio management with fast, paperless processes and powerful transaction capabilities.
Competitive, capped fees and family fee aggregation across up to eight accounts help you lower costs and serve more clients.
Comprehensive cover options - group insurance from TAL or retail cover from AIA, Acenda, TAL and Zurich.
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.
ADMINISTRATION FEES
| Account balance | Administration Fee (pa) | |
|---|---|---|
| Administration Fee | First $100,000 | 0.45% |
| Next $300,000 | 0.25% | |
| Next $300,000 | 0.12% | |
| Next $300,000 | 0.10% | |
| Above $1,000,000 | Nil | |
| Maximum Administration Fee (excluding Account Keeping Fee) | $1,860 pa | |
| Retirement Boost (Pension) fee | An additional Administration Fee amount applies to Retirement Boost (Pension) of 0.10% pa on the first $700,000. | |
| Account Keeping fee | $150 pa | |
| Interest retained on Cash Account | 0.50% - 1.40% | |
| Administration costs paid from the reserve | 0 – 0.02% pa (Super and Pension only) | |
Other fees and costs apply. View our Product Disclosure Statements and Investor Directed Portfolio Service (IDPS) Guides for more information on fees and costs. Fees and costs may change in the future.
INVESTMENT OPTIONS
Build customised portfolios to suit your clients’ individual needs and goals.
About 500 managed funds from large and boutique fund managers covering all major asset classes and diversified options. See the range.
Select from most listed investments in the S&P All Ordinaries Index plus other listed investments approved by the Trustee.
Professionally managed multi-asset and single sector SMA model portfolios. See the range.
A range of term deposits and fixed term annuities. See the range.
To process transactions like purchasing or redeeming investments, receiving income distributions and deducting fees or charges.
What’s new
At the heart of every retirement plan is the goal to help people retire with confidence and financial security.
That’s why we created MLC Retirement Boost - an innovative retirement income stream designed to increase the potential of your clients' super from their first contribution.
Contact usFORMS AND DOCUMENTS
Can't find what you need?
Call us 8am–6pm Monday to Friday (AEST) on 1800 517 124.
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.
