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.

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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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