eXpand Investment offers you a comprehensive investment and administration solution to help you achieve your financial goals. When you invest through eXpand Investment you gain access to a diversified range of managed and listed investments. You can choose the investment options and methods that suit you and which may assist you in achieving the financial goals you have set. Your investment through your eXpand Investment account can be used for anything from simple wealth creation to meeting longer-term retirement plans.

Investing in eXpand Investment

With eXpand Investment you can select an investment strategy that suits you using one convenient administration facility.

This includes having access to:
• A range of Australian and international fund managers
• majority of fully paid ordinary, preference and equity shares, stapled securities, Exchange Traded Funds (ETFs), interest rate securities , Hybrids, Listed Investment Trusts (LIT) and Listed  Investment Companies (LIC) listed on the Australian Securities Exchange (ASX)
• Term deposits and fixed-term annuities (maturing investments)
• Flexible investment instruction options
• View your account details and generate reports securely via eXpand Online
• Regular savings and withdrawal options to manage your cash flow needs
• Consolidated reporting

Who can use eXpand Investment?

eXpand Investment has been designed with features for clients who want to be involved with and have control over the management of their portfolio. eXpand Investment is ideal for individual investors, joint investors, trustees of self managed superannuation funds and Australian resident trusts, companies and associations.

With transparent fees and access to a wide range of managed investments across all asset classes, maturing investments and listed investments, eXpand Investment will suit the sophisticated client who has clear financial goals and wants to take control of all investment decisions.