Expand Extra Investment
Investments tailored to your aspirations
Expand Extra Investment’s extensive investment menu offers approximately 500 managed investments, a selection of term deposits and fixed-term annuities, Managed Portfolio Service a managed discretionary account service, and the majority of shares in the S&P All ordinaries Index, allowing your adviser to design a unique portfolio that is tailored to your personal financial objectives now and into the future
Features and benefits
- Extensive investment menu including:
- Approximately 500 managed funds
- term deposits and fixed-term annuities
- Managed Portfolio Service (MPS*) – a managed discretionary account service that provides access to professionally managed models.
- the majority of fully paid ordinary, preference and equity shares, stapled securities, Exchange Traded Funds (ETFs), interest rate securities, Hybrids, Listed Investment Trusts (LITs) and Listed Investment Companies (LICs) listed on the Australian Securities Exchange (ASX)and more.
- Competitive and transparent fees and fee aggregation
*Note: MPS is only available to financial advisers from approved licensees.
Why choose Expand Extra Investment?
Expand Extra investors have access to an extensive investment menu offering:
- Approximately 500 managed investment funds
- term deposits and fixed-term annuities
- Managed Portfolio Service (MPS*) – a managed discretionary account service that provides access to professionally managed models.
- the majority of fully paid ordinary, preference and equity shares
- stapled securities
- Exchange Traded Funds (ETFs)
- interest rate securities
- Hybrids
- Listed Investment Trusts (LITs) and Listed Investment Companies (LICs) listed on the Australian Securities Exchange (ASX)
*Note: MPS is only available to financial advisers from approved licensees.
With Expand Online you can securely view, manage and update your account at a time that’s convenient for you – anywhere at any time.
Expand Extra Investment’s direct debit facility enables you to make regular investments from your nominated financial institution account into your investment account.
We know that fees are important to you to maximise your investment fund. Expand Extra Investment offers competitive fees to all our investors, saving you money for when you need it.
Do any of your immediate family members have an Expand Extra account? Expand Extra allows you to link your family accounts, which may lead to big savings on administration fees.
Expand Extra Investment offers a number of multi-owner account types to suit your needs.