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
Expand is rated 5 Apples a ‘Highly Recommended platform’ by Chant West.
Expand Extra Super
Expand Essential is ranked #1 for BDM Support and #1 for Admin Support in the 2025 Wealth Insights Report.
Read more about the Chant West ratings or The Heron Partnership ratings.
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 | |
| Account Keeping fee | $150 pa | |
| Interest retained on Cash Account | 0.50% - 1.40% | |
| Administration costs paid from the reserve | 0 – 0.04% 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
More SMAs now available
Expand now offers SMAs from 20 leading investment managers giving you more investment choice.
Find out more
FORMS 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.
