WHAT’S HAPPENING

As part of our ongoing commitment to deliver a better experience for you and your clients, we’re moving the following products to MLC Expand our flagship wrap platform.

Grow Wrap Super and Pension Service
Grow Wrap Investment Service
PortfolioOne Term Allocated Pension
Voyage Superannuation Master Trust
Voyage Investment Service

These accounts will move to Expand Extra on 4 September 2026.

TIMELINE

Key dates for your reference

20 April 2026 – Advisers received notification of closure of products and proposed transfer to Expand Extra
28 May 2026 – Advisers received further information on the proposed transfer
1 June 2026 – Grow and Voyage products closed to new business
Around 22 June 2026 – Advisers received sample client communications and confirmation of temporary transaction suspension period
From 10 July 2026 – Clients receive their Significant Event Notice (SEN)/Investor Notice
From 14 August 2026 – Start of the temporary transaction suspension period
4 September – Voyage, Grow and PortfolioOne accounts will move to Expand Extra
Post 7 September – Clients receive their Expand welcome packs
Post 7 September – Clients receive their Voyage/Grow/PortfolioOne Exit statements.

ABOUT THE MIGRATION

LEARN MORE

Transfer webinar

Learn more about the upcoming transfer and how you and your clients can prepare for the transition.

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How to videos

Get started – view the Expand how to videos and guides.

View videos

About Expand Extra

A full-service super, pension and investment platform for clients with more complex needs.

Discover Expand Extra

New business webinars

Create new business applications and compete existing account transfers effectively.

Transacting & reporting webinars

How to submit transactions and create reports quickly and easily.

Features and functionality webinars

Make the most of the Expand platform features and technology.

ABOUT MLC EXPAND

MLC Expand is designed to make it easier for you to run your business and deliver great outcomes for your clients. Built by advisers for advisers, MLC Expand is built on proprietary technology and continuously enhanced based on adviser feedback.

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HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM

The Expand platform is rated: 5 Apples – a Highly Recommended by Chant West.

Expand has received the Adviser-Ready Fund certification from Chant West and the FAAA.

MLC Retirement Boost™ available on Expand is rated 4 Apples – Recommended by Chant West.

Expand Essential Super and Expand Extra Super are rated: 5-stars by The Heron Partnership.

Expand is rated: #1 for Relationship Management #1 for Technical Services NMG Australian Wealth Adviser Study 2025.

Expand Essential is ranked: #1 for Overall Platform Service Satisfaction #1 for Administrative Support #1 for Ease of Doing Business #1 for Value in the 2026 Wealth Insights Report.

Read more about our awards and ratings.

Important information: The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. Lifetime Product rating for MLC Retirement Boost (assigned May 2026) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.

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