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Regulatory & PDS Updates

2020 Updates

December 2020

Important information regarding a change to the Advance Retirement Suite management fee and rebate of grandfathered commission payments for members investing in the Maple-Brown Abbott Australian Geared Equity Fund

October 2020

Changes relating to the ending of ending of grandfathered payments and changes to Advance Retirement Suite Fees and Costs

Changes relating to the ending of ending of grandfathered payments and changes to Advance Wholesale Investment Fund Fees and Costs

Changes relating to the ending of ending of grandfathered payments and changes to Advance Alliance Investment Suite Fees and Costs

August 2020

Buy-sell spread update

July 2020

Important information regarding Non-concessional MIT Income (NCMI)

Non-concessional MIT Income (NCMI) for Advance funds 2020

A guide to your Advance Tax Statement

A guide to your Advance Capital Gains Tax Statement

May 2020

Buy-sell spread update

April 2020

Buy-sell spread update

2019 Updates

October 2019

Notice of incorrect buy-sell spread impacting investor transactions for the Advance Property Securities Fund and Advance International Sharemarket Fund

September 2019

Notice of termination and wind up of the Advance Asian Shares Multi-Blend Fund

Notice of termination and wind up of the Advance Global Property Fund

July 2019 A guide to your Advance Capital Gains Tax Statement

A guide to your Advance Tax Statement
May 2019 Advance Defensive Yield Multi-Blend Fund - Updating the information in the Product Disclosure Statement
March 2019 Notice of termination and wind up of the Advance International Sharemarket Fund
Notice of termination and wind up of the Advance Property Securities Fund
Notice of termination and wind up of the Advance Australian Smaller Companies Multi-Blend Fund

2018 Updates

December 2018 Notice of Termination and wind up of the Advance Australian Equity Growth Fund (ARSN 094 112 811, APIR ADV0079AU)
July 2018 A guide to your Advance Capital Gains Tax Statement
July 2018 A guide to your Advance Tax Statement
June 2018 BT Financial Advice announces the removal of grandfathered payments
May 2018 Advance Investment Funds - Update to the Additional Information Booklet

2017 Updates

November 2017 Advance Asset Management Limited - Significant Event Notice - Advance Personal Protection Package
August 2017 Advance Asset Management Limited - Significant Event Notice
July 2017 A guide to your Advance Capital Gains Tax Statement
July 2017 A guide to your Advance Tax Statement
July 2017 July 1 2017 - Notice of election into a new tax regime
June 2017 June 30 2017 - Notice of election to reduce the maximum period for providing exit statements
June 2017 Notice of final distribution - Advance Alternatives Strategies Multi-Blend fund and Advance Global Alpha fund
May 2017 Update on Advance Smaller Companies Fund (ARSN 098 112 415)
May 2017 Special Distribution Payments
May 2017 Special Distribution Payments
May 2017 Notice of change to the timeframe for the final distribution of capital for the Advance Alternative Strategies Multi-Blend Fund and the Advance Global Alpha Fund
March 2017 Notice of Termination and wind up of the Advance International Shares Core Fund (ARSN 094 108 746, APIR ADV0089AU)
March 2017 Termination and wind up of the Advance International Shares Core Fund (ARSN 094 108 746)
March 2017 Termination and wind up of the Advance Smaller Companies Fund (ARSN 098 112 415)

2016 Updates

December 2016 Notice of fourth distribution of capital for the Advance Alternative Strategies Multi-Blend Fund and the Advance Global Alpha Fund
November 2016 Unfair Contract Terms product update
November 2016 Notice of third distribution of capital for the Advance Alternative Strategies Multi-Blend Fund and the Advance Global Alpha Fund
October 2016 Advance Pooled Superannuation Trust - Final Redemption
October 2016 Advance Mortgage Fund - Final Redemption
August 2016 Distribution of capital for the Advance Alternative Strategies Multi-Blend Fund and the Advance Global Alpha Fund
July 2016 A guide to your Advance Capital Gains Tax Statement
July 2016 A Guide to your Advance Tax Statement
July 2016 Advance Tradewinds Global Equities Fund Update
July 2016 Advance Alternative Strategies Multi-Blend Fund Update
July 2016 Advance Global Alpha Fund Update

2015 Updates

December 2015 Tradewinds Special Distribution
November 2015 Advance Mortgage Fund update
August 2015 A guide to your Advance eTax Statement
August 2015 A guide to your Advance Capital Gains Tax Statement
August 2015 A Guide to your Advance Tax Statement
July 2015 Advance website - pension delay
May 2015 Advance Mortgage Fund update

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