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Expand now offers more choice for high-quality SMA solutions. Discover how they can help reduce compliance and save time, costs and hassle.

More scale: Over $10 billion in FUM for managed accounts

Expand is becoming the platform of choice for advisers looking to deliver high-quality outcomes for clients.

More choice: New SMAs from Betashares and Drummond Capital

Market leaders Betashares and Drummond Capital add to Expand’s extensive SMA menu.

More control: Bespoke SMAs for licensees

More licensees have built their own SMAs on Expand, taking advantage of Expand’s scale, efficiencies, and value.

SMA all partners

Save time, costs and hassle accessing the industry’s highest-rated SMAs

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No time out of market with
simultaneous buy and sells

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Reduced brokerage
fees for volume-based trades

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Simple transfer out of investments
in and out of SMAs

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Access to top industry-rated SMAs
with MLC Managed Accounts

Want to know more?

  • Visit myexpand.com.au/adviser/sma.
  • Contact your Business Development Manager or Relationship Training Manager.

Important information

The SQM rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.