MLC Expand arms advisers with EOFY resources, content

Yasmine Raso

Senior Journalist

4 May 2026

MLC Expand has taken the initiative ahead of the busy end of financial year (EOFY) period to provide advisers with new resources and educational content to support the delivery of client outcomes.

The new toolkit offers a collection of materials – including flyers, newsletter articles, how-to guides, concept cards and social media tiles – to ensure advisers have the necessary resources in their arsenal to support clients coming into the end of financial year.

“We know that the lead up to end of financial year is one of the busiest times for financial advisers and their back office teams,” MLC Expand chief executive, Liz McCarthy, said.

“At MLC Expand, we’re committed to partnering with financial advisers and doing whatever we can to help save them time, to allow them to get back to doing what they do best – serving their clients.

“MLC Expand’s Technical Services Team – which has recently been ranked number one in the NMG Australian Wealth Adviser Study 2025 – has developed an industry-leading toolkit to help advisers communicate with their clients during this busy period, and ensure they’re looking for opportunities to maximise their client’s position before the end of financial year.”

The firm also confirmed that the content would also be provided in white labelled versions for advice practices to apply their own branding before distributing to clients.

“Every end of financial year is different, and this one is no exception,” MLC Expand’s Head of Technical Services, Jenneke Mills, said.

“What we’re hearing from advisers is that clients want clarity on what opportunities exist before and after 1 July, and confidence that they’re prepared for what’s coming next.

“That’s driving the need for practical tools and guidance to help advisers navigate change and support clients in an uncertain economic environment.”