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Advice Fees - eXpand

nsurance in superannuation strategy I ithdrawal advice.W. eXpand | Advice fees 3 Section B – Advice Fee – Ongoing. Note: Please note this fee cannot be offered in conjunction with a fixed term arrangement. The available fee options are: (a) Percentage based fee options – flat percentage . or.

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Beneficiary nomination - eXpand

www.myexpand.com.au

Beneficiary Nomination unless I provide new Beneficiary Nomination Instructions (applicable to revocation only). • it is my responsibility to inform my nominated Dependants that I have provided their personal information to the Trustee. and to refer them to the Trustee’s privacy policy. • if I do not have a valid Beneficiary Nomination in ...

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Product Disclosure Statement - eXpand

www.myexpand.com.au

eXpand ension Product Disclosure Statement i This PDS is a summary of significant information you need to help you decide whether eXpand Pension will meet your needs. It includes references to additional important information contained in the eXpand General Reference Guide (General Reference Guide ), the eXpand Investment Menu (Investment Menu), and the

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Product Disclosure Statement - eXpand

www.myexpand.com.au

Super, eXpand Pension and eXpand Investment accounts (conditions apply) including your own and those of immediate family members, which may reduce the Administration Fee payable. • Switchability: Allows you to move between eXpand Super and eXpand Pension without selling down your assets or realising capital gains tax. 4. Risks of super

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