Pension
Enjoy the retirement you deserve by being financially prepared
What are you looking for?
ClientFirst: 1800 517 124
Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.
What are you looking for?
ClientFirst: 1800 517 124
Enjoy the retirement you deserve by being financially prepared
Products
A simple and low-cost pension solution
Do it on your terms – design the path to your financial future
Features and benefits
High quality and ready-to-use managed investments and SMA model portfolios diversified across asset classes, fund managers and investment styles.
An experienced investment team that utilises a 'best-of breed' investment approach and extensive market research to manage the portfolios.
Low-cost and transparent fee structure so you can avoid paying for things you don’t need.
* For information visit the ratings and awards page
Secure and easy access to your pension on the go.
Over 500 managed investments, SMA model portfolios, majority of listed investments in the S&P All Ordinaries index, term deposits and annuities.
Competitive and transparent fees with access to team up with other family members to save further on fees.
Extensive industry experience, deep market research and insights.
Secure and easy access to your pension on the go.
HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM
Expand Essential Pension has been rated 5 Apples, a ‘Highest Quality Fund’ by Chant West.
Expand is rated 4 Apples a ‘Recommended platform’ by Chant West.
Forms and documents
Can't find what you need?
Call us 8am–6pm Monday to Friday (AEST) on 1800 517 124.
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Clients can securely view and manage their investments at any time
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