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More investment choice to meet your clients’ needs

We recently launched Separately Managed Account (SMA) multi-asset and single sector model portfolios on Expand Essential and Expand Extra. This extends our existing managed accounts capability and provides more investment choice to help you efficiently manage your clients’ super, pension and investment needs, all on one easy-to-use platform.

Expand SMA features and benefits

  • Access professional investment manager expertise, research and market knowledge to deliver outcomes for defined investment strategies and objectives.
  • Business efficiency - An Expand SMA is easy to manage as many of the processes and reporting are the same as other investments such as managed funds.
  • Full transparency of assets held in the portfolio along with convenient consolidated reporting.
  • Volume-based cost savings as SMA share trades are pooled with other investors.
  • No time out of market with an average rebalance time of 3 – 5 days, Expand rebalances SMA model portfolios with optimal efficiency as sell and buy trades are processed simultaneously.

Register for an upcoming webinar to learn more

New on Expand Essential – MLC Managed Accounts

Expand Essential’s high-quality investment range now includes MLC Managed Accounts. Give your clients a competitive way to access the industry’s highest rated managed accounts with low administration fees of 0.10% pa and a low account fee of $90 pa.

The SMA model portfolios link MLC Asset Management’s proven investment expertise in asset allocation and portfolio construction with all the business efficiencies and client benefits of a managed account structure.

The MLC Managed Accounts range includes:

  • MLC Premium portfolios - 5 actively managed portfolios that are extensively diversified across asset classes, specialist investment managers, and direct equities.
  • MLC Value portfolios - 5 low-cost portfolios that are diversified across asset classes and blend the strengths of active and passive management to reduce the cost to your client.

New on Expand Extra – more SMAs

If you’re looking for more choice with SMAs, Expand Extra provides the MLC Managed Accounts along with single sector SMA model portfolios from Antares Equities, JBWere, Ausbil, Perennial, Pendal and Zurich.

Expand Extra will be further extending the SMA menu with a range of new investment managers in the coming weeks. That means even more choice for you and your clients.

See full SMA range

Join our webinar to learn more

Hear from our experts about:

  • SMAs on Expand and how they can help improve business efficiency and client outcomes.
  • What makes MLC Managed Accounts different, including the MLC Asset Management team’s approach to portfolio construction and investment philosophy.
  • Support to help you adopt managed accounts into your practice.
  • More SMAs and Expand enhancements to come.

Speakers:

  • Daniel Dalton - Head of Platform Sales

  • Cable Rickard - Cable Rickard

  • Anthony Golowenko - Senior Portfolio Manager


Date and Tme: Tuesday 28 May 2022, 2pm – 2.45 pm

Register now

For more information

  • Visit myexpand.com.au/sma.
  • Read the SMA PDSs and TMD.

* Source: ‘Time saved each week using managed accounts’ – Investment Trends, January 2023 Managed Funds Report

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