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.
Click on the headings below to view the relevant forms
Manage account details
Change your contact details, distribution options and bank account details, establish new account signing authority or provide your Tax File Number (TFN) or ABN.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Manage investments
Switch funds in your Advance Alliance Investment Account.
Transfer ownership of a fund(s).
Make additional investments to your Advance Alliance Investment Account.
Change your Direct Debit details, such as the amount deducted and start, cancel or make changes to your Regular Savings Plan.
Make a withdrawal.
Change or suspend your Regular Withdrawal Plan.
Manage account details
Change your contact details, distribution options and bank account details, establish new account signing authority or provide your Tax File Number (TFN) or ABN.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Manage investments
Switch funds in your Advance Alliance Wholesale Investment Account.
Transfer ownership of a fund(s).
Make additional investments to your Advance Alliance Wholesale Investment Account.
Change your Direct Debit details, such as the amount deducted and start, cancel or make changes to your Regular Savings Plan.
Make a withdrawal.
Change or suspend your Regular Withdrawal Plan.
Contributions and Transfers
Transfer funds from another superannuation fund.
Change the type of an existing contribution to a different contribution type.
Employer form to submit super contributions to accounts for up to eight employees.
Split contributions you made to your superannuation account during the previous financial year with your spouse (married or de facto).
Commence a Regular Deposit Plan or change your financial institution account details.
Make a contribution to account by cheque, direct debit or rollover from another super fund and provide specific investment instructions.
Manage account details
Change contact details, residency details, employment details, investor reports recipient, receipt of marketing information.
Change contact details, residency details, employment details, investor reports recipient, receipt of marketing information.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Specify how you would like your benefit to be paid in the event of your death.
Confirm or revoke a binding death benefit nomination.
Switch part or total holding in any managed investment into another managed investment.
Notify us of a TFN/exemption.
Make withdrawal or close account
Withdraw or rollover your superannuation and/or pension account.
Close account 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.
Apply for an early release of superannuation benefits under severe financial hardship grounds.
Apply for release of Super monies on the grounds of permanent incapacity.
Apply for release of Super monies on the grounds of terminal medical condition.
Apply for release of Super monies on the grounds of permanent incapacity or terminal medical condition. Use this form where the grounds of release reason may be contentious or is unknown.
Contributions and Transfers
Transfer funds from another superannuation fund.
Change the type of an existing contribution to a different contribution type.
Employer form to submit super contributions to accounts for up to eight employees.
Split contributions you made to your superannuation account during the previous financial year with your spouse (married or de facto).
Commence a Regular Deposit Plan or change your financial institution account details.
Make a contribution to account by cheque, direct debit or rollover from another super fund and provide specific investment instructions.
Manage account details
Change contact details, residency details, employment details, investor reports recipient, receipt of marketing information.
Identification Forms to meet Anti-Money Laundering and Counter-Terrorism Financing Requirements.
Specify how you would like your benefit to be paid in the event of your death.
Confirm or revoke a binding death benefit nomination.
Notify us of a TFN/exemption.
Make withdrawal or close account
Withdraw or rollover your superannuation and/or pension account.
Close account 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.
Apply for an early release of superannuation benefits under severe financial hardship grounds.
Apply for release of Super monies on the grounds of permanent incapacity.
Apply for release of Super monies on the grounds of terminal medical condition.
Apply for release of Super monies on the grounds of permanent incapacity or terminal medical condition. Use this form where the grounds of release reason may be contentious or is unknown.
Whether it’s our SFN, ABN, AFSL, SPIN or RSE number you need, they’re all here in one place. Learn more
* 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.
Please read our Privacy Brochure before completing any of these forms.
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Whether you want to change your details or make a transaction, there’s a range of ways you can get in touch. Read the following flyer for full details.
© Advance Asset Management Limited (Advance) ABN 98 002 538 329, Australian Financial Services Licence No. (AFSL) 240902 is a member of the Westpac Banking Corporation (Westpac) Group.