Access wide investment choice, low brokerage and time-saving features on Expand Option 2.
Discover the efficiency and wide investment choice of SMAs on Expand
| More time to work with clients and on your business | | Lower operational risk and less time on compliance | | Effective way to access professional funds management |
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SMAs on Expand are a smart choice for advisers Combine the benefits of SMAs with the ease of the Expand platform – a win-win for you and your clients. |
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| Making SMAs easy
Expand makes it easy to implement SMAs – saving time and costs. |
| Investment choice
Leverage the expertise of 12 leading investment managers with 64 SMAs. |
| Outstanding SMAs
Industry's highest-rated SMAs with MLC Managed Accounts. |
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It's easy to implement SMAs on Expand |
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| Expand’s intuitive platform makes it easy to implement SMAs to help save time and costs for you and your clients. |
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| | No time out of market – with simultaneous buys and sells. | | | Save on brokerage – with volume-based share trades. | | | Simple transfer out of investments – in and out of SMAs with Expand Extra. |
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| Low cost, high-quality solutions for clients with simpler needs, including SMAs with: |
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| | Expertise from award-winning team – MLC Asset Management team. | | | SQM Research’s highest rated SMAs – MLC Managed Accounts. | | | A choice of Premium or Value SMAs – for all your client needs. |
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| High-quality, fully flexible wrap solutions for clients with more complex needs, including SMAs with: |
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| | Expertise from 12 leading investment managers. | | | Investment choice – 64 multi-asset and single sector SMAs. | | | New SMA options – from BlackRock, DNR Capital, Elston, Lonsec and Zenith. |
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| Disclaimer
Expand Essential and Expand Extra Super and Pension are issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524. Expand Essential and Expand Extra Investments are operated by Navigator Australia Limited (NAL) ABN 45 006 302 987, AFSL 236466. IIML and NAL are companies within the Insignia Financial Group. A Product Disclosure Statement (PDS) and Target Market Determination in respect of each of the products is available at myexpand.com.au or by calling 1800 517 124. You should consider these disclosure documents before making any recommendations about the products.
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.
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