Download Forms
This section allows you to download and print forms.
For enquiries about completing these forms or the status of these forms, please contact us by email or on 1800 819 935, 9am to 6pm AEST.
If you would like further advice about the Advance investments and the application process, please contact us on 1800 022 555.
Click on the headings below and then the relevant 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
Click on the headings below to view the relevant forms
- Apply for an Advance investment
- Manage your existing investment
- Other
- Advance Retirement Suite
- Advance Personal Protection Package (APPP)
- Numbers to remember
Application forms and instructions are available on the Product Disclosure Statements page.
Identification forms
-
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.
-
Change your contact details, distribution options and bank account details, establish new account signing authority or provide your Tax File Number (TFN) or ABN.
-
Switch funds in your Advance Alliance Wholesale Investment Account.
-
Transfer ownership of a fund(s).
-
Change your Direct Debit details, such as the amount deducted and start, cancel or make changes to your Regular Savings Plan.
-
Make additional investments to your Advance Alliance Wholesale Investment Account.
-
Make a withdrawal.
-
Change or suspend your Regular Withdrawal Plan.
Forms specific to managing your Advance Alliance Investment Fund
-
Request access to Adviser Exchange.
-
Appoint an Authorised Representative
-
Set up a new adviser.
-
Request access to Investor Online (Investments).
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).
-
Claim a tax deduction for your personal super contributions, or vary a previous notice of intent.
-
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.
-
Employer Superannuation Contribution Choice Form.
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.
-
Establish, confirm or revoke a binding death benefit nomination.
-
Opt-out of paying ongoing adviser upfront and contribution fees.
-
Notify us of a TFN/exemption.
Make withdrawal or close account
-
Withdraw or rollover your superannuation and/or pension account.
-
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.
-
Apply for an increase in a sum insured under the Guaranteed Future Insurability Benefit.
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 Policy 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.
Transact with us
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.