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ANNUAL/TAX STATEMENTS

Annual/Tax statements for FY23/24 will be available soon. Please click here for
more information.

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ClientFirst: 1800 517 124

 * Super
   * Overview
   * Forms & documents
   * Product tour
 * Pension
   * Overview
   * Forms & documents
   * Product tour
 * Investment
   * Overview
   * Forms & documents
   * Product tour
 * Investment information
   * Overview
   * Managed Investments
   * SMA
   * Maturing Investments
   * Cash account
 * Adviser
   * Overview
   * Expand Essential
   * Expand Extra
   * Expand platform
   * SMA
   * News & education
 * 

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     Super
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 * Investment
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 * Investment information
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   * Overview
   * Managed Investments
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WHERE EASY MEETS AGILE

Experience the platform that makes every day easier for advisers.

Request a demo


BUILT ON TECH THAT KEEPS GETTING BETTER

Expand’s intuitive platform is designed to make it easy to support your clients
and do the things that matter most. Built by Insignia Financial. Inspired by
advisers.


EASY

Simple, contemporary interface that’s easy to navigate.


INTUITIVE

Designed to make sense with your workflow.


AGILE

In-house technology enabling new features that respond to changing needs.

Learn more

WHERE INTUITION MEETS INVESTMENT

Choose from two products designed to meet all your clients' super, pension and
investment needs, with seamless transition from Expand Essential to Expand Extra
when the time is right.

A low-cost wrap for clients with simpler needs.

Choose from high quality and ready-to-use managed investments and SMA model
portfolios diversified across asset classes, fund managers and investment
styles.

 * Find out more

A full-service wrap for clients with more complex needs.

Access to over 500 managed investments, SMA model portfolios, majority of listed
investments in the S&P All Ordinaries index, term deposits and annuities.

 * Find out more

HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM

Expand Essential Pension

Expand Essential Super

Expand platform

Read more about the Chant West ratings.

Learn more

More SMAs now available

Expand now offers SMAs from 14 leading investment managers giving you more
investment choice.

Find out more


WHAT’S NEW

October 2024

Electronic Funds Transfer on Expand

Deposits into an Expand account can be made by EFT
More
October 2024

$10 billion FUM and counting

More advisers are choosing Expand SMAs for smart investment solutions
More
September 2024

It’s a super star performance

The Heron Partnership rates Expand Super 5 Stars in their annual review
More
See more news

Quick links

Helpful resources

 * Expand Essential flyer
 * Expand Extra flyer


SUPER FORMS AND DOCUMENTS


PENSION FORMS AND DOCUMENTS


INVESTMENT FORMS AND DOCUMENTS

EXPERIENCE EXPAND TODAY

Where big tech meets personal support, our team is committed to partnering with
advisers to understand your needs and provide valuable support.


Request a demo


Talk to a BDM


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We’re the platform where business meets value.

Where intuition meets investment.

Where big tech meets personal support.

We’re the platform for superannuation, pension and investments.

Where clients meet goals.

And advisers find what they need.

We’re the platform built by Insignia Financial.

Inspired by advisers.

Built on tech that just keeps getting better.














ClientFirst

1800 517 124

Products

 * Super
 * Pension
 * Investment

Investment information

 * Managed Investments
 * SMA
 * Maturing Investments
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Adviser

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 * Expand Essential
 * Expand Extra
 * Expand Platform
 * SMA
 * News and Education


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