Expand now offers more choice for high-quality SMA solutions. Discover how they can help reduce compliance and save time, costs and hassle.
More scale: Over $10 billion in FUM for managed accounts
Expand is becoming the platform of choice for advisers looking to deliver high-quality outcomes for clients.
More choice: New SMAs from Betashares and Drummond Capital
Market leaders Betashares and Drummond Capital add to Expand's extensive SMA menu.
More control: Wide range of bespoke SMA models for licensees
More licensees have built their own bespoke SMAs on Expand, taking advantage of Expand's scale, efficiencies and value.
Save time, costs and hassle accessing the industry’s highest-rated SMAs
No time out of market with simultaneous buy and sells
Reduced brokerage fees for volume-based trades
Simple transfer out of investments in and out of SMAs
Access to top industry-rated SMAs with MLC Managed Accounts
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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.
