Product Disclosure Statements
Advance is the issuer of interests in the Advance Managed Funds and Asgard is the issuer of the interests in the Advance Super Products (the “Advance Products”). Before deciding whether to acquire, or continue to hold, an investment in an Advance Product, you should consider the relevant Product Disclosure Document for that product. You can obtain a copy from your financial adviser, by downloading it below or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
The information displayed or given on this webpage is of a general nature and does not take into account any person’s objectives, financial situation or needs and, because of that, you should, before acting on the information, consider whether the information is appropriate for you, having regard to these factors. You should also consider obtaining independent legal, financial and/or other professional advice before making a decision in relation to any investment.
Advance Alliance Investment Suite
Advance Alliance Investment Suite provides a range of investment choices to help you invest for your future and achieve your investment goals. You can invest from as little as $1,500 and choose from over 20 Funds.
Note: If applying for St.George Margin Lending through this PDS click here for Terms and Conditions.
The Advance Alliance Investment Suite PDS is provided in two parts:
Please download both parts
Advance Alliance Wholesale Investment Suite
If you have $50,000 or more to invest then you can use this PDS to purchase Wholesale Units in a choice of over 20 Funds.
Note: If applying for St.George Margin Lending through this PDS click here for Terms and Conditions.
The Advance Alliance Wholesale Investment Suite PDS is provided in two parts:
Advance Retirement Suite
Download Advance Retirement Suite Fact Sheet
The Advance Retirement Suite is a complying superannuation fund, and a flexible solution to your retirement savings needs.
The Advance Retirement Suite PDS is provided in three booklets (Part 1 in divided into 2 booklets):
Please download the three booklets
Advance Personal Protection Package (APPP)
Advance Retirement Savings Account
Download Advance Retirement Savings Account Fact Sheet
The Advance Retirement Savings Account invests solely in bank deposits with St.George Bank, credits your interest quarterly and there are no entry, exit or ongoing fees.
Download the Advance Retirement Savings Account PDS and application booklet
Advance Pooled Superannuation Trust
Download Advance Pooled Superannuation Trust Fact Sheet
The Advance Pooled Superannuation Trust is designed to assist superannuation trustees by offering professional investment management and flexibility.
If you would like a hard copy of a PDS mailed to you, please contact our Contact Centre team by email or call 1800 819 935.
Updating Items
Disclosure Notices
Advance may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund.
Currently there are no disclosure notices for Advance’s managed funds.
IDPS PDS
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Advance Alliance Wholesale Investment Suite
† An investor can only invest in this fund through an Investor Directed Portfolio Service ("IDPS") operator or an IDPS like scheme (a mastertrust or wrap account operator).
