Annual/Tax statements

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

ClientFirst: 1800 517 124

With the end of financial year upon us, clients are more likely than ever to want to view their investments. Expand’s app and online portal makes it quick and easy for your clients to securely track their investments and access their annual statements, without you having to lift a finger. From their account, it just takes 2 clicks.

To get your clients started

* App downloads includes Expand, IOOF and Shadforth. Ratings available at Apple App store.

See a demo of Expand’s client app.

EXPERIENCE EXPAND TODAY

Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.