Annual/Tax statements

Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.

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Our investment options allow clients to tailor their portfolio based on their financial needs. The disclosure documents contained in this page are provided for information only.

Expand is not promoting or inviting applications under these disclosure documents. Clients should seek advice from their financial adviser before making any decisions and satisfy the requirement that all information required by law has been provided.

EXPAND ESSENTIAL MANAGED INVESTMENTS

Please note that some investment options are closed to new monies. For details, please refer to the relevant Investment Menu found under 'Forms & documents'.

EXPAND EXTRA MANAGED INVESTMENTS

Please note that some investment options are closed to new monies. For details, please refer to the relevant Investment Menu found under 'Forms & documents'.

Investment options may vary across Super, Pension and Investment – please refer to relevant Investment Menu for more information.