Since 1984, Advance has partnered with some of the smartest names in funds management - a collection of boutique and specialist managers - that together aim to achieve more than one single manager.

Read More...

Download Forms

This section allows you to download and print forms. Click on the icon to download the form(s) in PDF format and 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 Investor Services 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

Additional Investment Form* Use this form to make additional investments to your account.
Advance Alliance Investment Suite
Advance Alliance Wholesale Investment Suite
General Investing Forms
Tax File Number Notification Use this form to notify us of your Tax File Number/exemption for your investment fund.
Account Amendment Form Use this form to change your details, investment profile and/or priority sell, switch investments or establish a regular deposit or withdrawal plan.
Investment Payment Request Use this form to make a withdrawal.
Deed of Power of Attorney Use this form to provide your adviser with power of attorney in relation to your investments with Advance.
Client Linking Consent Form For advisers only Use this form to link Accounts together between clients.
Identification Form - Individual
Advance Identification Form - All other clients

Advance Mortgage Fund Forms

Account Amendment Form If you are an Advance Mortgage Fund investor, use this form to change your details, investment profile and/or priority sell, switch investments, change your distribution method or establish a regular deposit or withdrawal plan.
Special Payment Request Form If you are an Advance Mortgage Fund investor, use this form to withdraw any distribution money held in the temporary cash account.

Superannuation Forms

Additional Contribution Form* Use this form to make an additional contribution to your superannuation account.
Binding Death Benefit Confirmation/Revocation Use this form to confirm or revoke your binding death benefit nomination.
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.
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).
Account Amendment Form 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
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.
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.
Collection of Tax File Number Form Use this form to notify us of your Tax File Number/exemption for your superannuation account.
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.
Early Release (Financial Hardship) Application Use this form to apply for an early release of superannuation benefits under severe financial hardship grounds.
Employee Superannuation Benefit Contribution Remittance Advice Use this form if you are an employer making superannuation contributions for employees.
Transfer Authority Form* Use this form to transfer funds from another superannuation fund.
Payment/Commutation Request Use this form to withdraw or rollover your superannuation account.
Identification Form - Individual
Advance Identification Form - All other clients

Retirement Forms

Binding Death Benefit Confirmation/Revocation Use this form to confirm or revoke your binding death benefit nomination.
Binding Death Nomination 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.
Collection of Tax File Number form Use this form to notify us of your Tax File Number/exemption for your pension fund.
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.
Payment/Commutation Request Form Use this form to make a withdrawal or rollover your pension account.
Identification Form - Individual
Advance Identification Form - All other clients

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"). 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. Before deciding whether to acquire, or continue to hold, an investment in an Advance Product, you obtain and should consider the relevant Product Disclosure Document for that product. You can obtain a copy from your financial adviser, by downloading it from this website or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).

| Info

Online services

Investor Online

AdviserNET