Download Forms
This section allows you to download and print forms. Click on the links to download the form(s) in PDF format. Print the form(s) out and post the completed form(s) to:
Investor Services,
Advance Asset Management Limited,
GPO Box B87,
PERTH WA 6838.
For any enquiries please contact our Contact Centre team either by email or on 1800 819 935, 8.30am to 7.00pm EST.
* Before completing these forms please read the current Product Disclosure Statement issued by Advance for your Fund(s) or the Fund(s) you intend to switch to, which can be downloaded from this website or obtained from Advance or your financial adviser.
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Investment Forms
Advance Alliance Investment Suite and Advance Alliance Wholesale Suite Forms
- Use this form to appoint an Authorised Representative.
- Use this form to change your contact details, distribution options, and bank account details, establish new account signing authority or provide your Tax File Number (TFN) or ABN.
- Use this form to request access to Adviser Exchange Advance Alliance Investment Suite and Advance Alliance Wholesale Investment Suite for products.
- Use this form to transfer into or out of a fund.
- Use this form to set up a new adviser for Advance Alliance Investment Suite and Advance Alliance Wholesale Investment Suite products.
Advance Alliance Investment Suite Forms
- Use this form to make additional investments to your Advance Alliance Investment Suite account.
- Use this form to switch funds in your Advance Alliance Investment Account.
- Use this form to change or suspend your Advance Alliance Investment Regular Withdrawal Plan.
- Use this form to change your Direct Debit details, such as the amount deducted and start, cancel or make changes to your Regular Savings Plan.
- Use this form to make a withdrawal.
Advance Alliance Wholesale Investment Suite Forms
- Use this form to make additional investments to your Advance Alliance Wholesale Investment Suite account.
- Use this form to switch funds in your Advance Wholesale Investment Account.
- Use this form to change or suspend your Advance Alliance Wholesale Investment Regular Withdrawal Plan.
- Use this form to change your Direct Debit details, such as the amount deducted and start, cancel or make changes to your Regular Savings Plan.
- Use this form to make a withdrawal.
Advance Alliance Investment Suite and Advance Alliance Wholesale Suite- Identification Forms
Advance Mortgage Fund Forms
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Financial Hardship Application
Allows investors in the Fund to withdraw part of their investment provided they can prove they are in a position of severe financial hardship, permanent incapacity or other compassionate grounds.
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Wholesale Frozen Fund Withdrawal Form
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Retail Frozen Fund Withdrawal Form
Superannuation & Pension Forms
For the Advance Retirement Savings Account, the Advance Retirement Suite – Super/Pension and the Pooled Superannuation Trust
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Additional Contribution Form
Use this form to make an additional contribution to your superannuation account.
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Binding Death Benefit Confirmation/Revocation
Use this form to confirm or revoke your binding death benefit nomination.
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Binding Death Benefit Form
Use this form to specify how you would like your benefit to be paid in the event of your death. For example to your dependents.
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Contribution Splitting Application
Use this form if you wish to split contributions you made to your superannuation account during the previous financial year with your spouse (married or de facto).
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Account Amendment Form - Super
Use this form if your details have changed. If you are commencing a Regular Deposit Plan or changing your financial institution account details, also complete a Direct Debit Request
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Account Amendment Form - Pension
Use this form if your details have changed. If you are commencing a Regular Deposit Plan or changing your financial institution account details, also complete a Direct Debit Request
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Direct Debit Request - Advance Retirement Suite Super
Use this form if you are commencing a Regular Deposit Plan or changing your financial institution account details.
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Direct Debit Request - Advance Retirement Savings Account
Use this form if you are commencing a Regular Deposit Plan or changing your financial institution account details.
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Collection of Tax File Number Form
Use this form to notify us of your Tax File Number/exemption for your superannuation and/or pension account.
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Departing Australia Payment Request
Use this form if your visa has expired, has been cancelled, or you hold an eligible class of visa or are a temporary resident and will be permanently departing Australia.
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Early Release (Financial Hardship) Application
Use this form to apply for an early release of superannuation benefits under severe financial hardship grounds.
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Employee Superannuation Benefit Contribution Remittance Advice
Use this form if you are an employer making superannuation contributions for employees.
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Transfer Authority Form
Use this form to transfer funds from another superannuation fund.
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Payment/Commutation Request
Use this form to withdraw or rollover your superannuation and/or pension account.
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Identification Form - Individual
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Advance Identification Form
Diversified Multi-Blend Funds
Advance Diversified Multi-Blend Funds allow you to diversify your investments across, and within, asset classes - with a choice of portfolios varying in risk to suit your individual needs.
