eXpand your financial horizons
For additional resources and information on eXpand pension or to login, visit myexpand.com.au.
General forms
- Advice fee One-Off
- Advice fees
- Appointment of representative & Financial Adviser Authority
- ATO Notice of Intent to Claim a Tax Deduction form
- ATO Notice of Intent to Claim a Tax Deduction guide
- Beneficiary nomination
- Change of details
- Choice of fund form and Certificate of compliance
- Direct Debit Request - Super & Pension
- Family fee aggregation application
- Frozen and illiquid investment options
- High threshold transaction
- KiwiSaver scheme transfer
- Overseas investor
- Pension to Super transfer
- Politically Exposed Persons
- Request to Transfer
- Standard transfer
- Switching instruction
- Tax File Number notification
- Withdrawal Form - Super & Pension