We’re bringing the MLC and Expand brands together

The Expand brand is here to stay but along with it you’ll start to see the MLC logo. The MLC brand represents superannuation, pension, investment and other capabilities within the Insignia Financial Group.

ClientFirst: 1800 517 124

A full-service super, pension and investments platform for clients with more complex needs

Choice means power

Customised client portfolios with over 500 managed investments, SMA model portfolios, most of the S&P all Ords Index, term deposits and annuities.

Easy meets agile platform

Expand's platform makes every day easier for advisers. Built on tech that just keeps getting better.

Competitive fees for everyone

Competitive and transparent fees with fee caps. Families can link up to 8 accounts to save on fees with family fee aggregation.

Cover your way

Comprehensive insurance options – group cover from TAL, or our retail cover from AIA, MLC Limited, TAL and Zurich.

HIGHLY RATED PLATFORM

In 2023, Expand was awarded a platform rating of 4 Apples, a ‘High Quality Platform’ by Chant West.

Read more about Chant West rating

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.

Managed investments

About 500 managed funds from large and boutique fund managers covering all major asset classes and diversified options. See the range.

Listed investments

Select from most listed investments in the S&P All Ordinaries Index plus other listed investments approved by the Trustee.

Separately Managed Account

Professionally managed multi-asset and single sector SMA model portfolios. See the range.

Maturing investments

A range of term deposits and fixed term annuities. See the range.

Cash account

To process transactions like purchasing or redeeming investments, receiving income distributions and deducting fees or charges.

What’s new

SMAs now available on Expand

Multi-asset and single sector SMA model portfolios are now available on Expand Essential and Expand Extra.

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.