Where choice meets customisation
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ClientFirst: 1800 517 124
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What are you looking for?
ClientFirst: 1800 517 124
Where choice meets customisation
Contact us
A full-service super, pension and investments platform for clients with more complex needs
Customised client portfolios with over 500 managed investments, SMA model portfolios, most of the S&P all Ords Index, term deposits and annuities.
Expand's platform makes every day easier for advisers. Built on tech that just keeps getting better.
Competitive and transparent fees with fee caps. Families can link up to 8 accounts to save on fees with family fee aggregation.
Comprehensive insurance options – group cover from TAL, or our retail cover from AIA, MLC Limited, TAL and Zurich.
HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM
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Expand Extra Super
Read more about the Chant West ratings or The Heron Partnership ratings.
ADMINISTRATION FEES
| Account balance | Administration Fee (pa) | |
|---|---|---|
| Administration Fee | First $250,000 | 0.45% |
| Next $250,000 | 0.12% | |
| Next $500,000 | 0.10% | |
| Above $1,000,000 | Nil | |
| Maximum Administration Fee (excluding Account Keeping Fee) | $1,925 pa | |
| Account Keeping fee | $180 pa | |
| Interest retained on Cash Account | 0.50% - 1.20% | |
| 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 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 14 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.
