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).

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 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:
Part 1 - Product Features.
Part 2 - Investment Funds including application form.
Updating Items
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 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:
Part 1 - Product Features.
Part 2 - Investment Funds including application form.
Updating Items
Please download both parts.
Advance Retirement Suite
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):
Part 1 - Product Features
Part 1 - Application Booklet
Part 2 - Investment Selection
Updating Items
Please download the three booklets
Download the PDS for the ARS investment option you have selected
Advance Defensive Multi-Blend Fund
Advance Moderate Multi-Blend Fund
Advance Balanced Multi-Blend Fund
Advance Growth Multi-Blend Fund
Advance High Growth Multi-Blend Fund
Advance International Shares Multi-Blend Fund
Advance Money Market Fund
Advance Australian Shares Fund
Advance Australian Geared Equity Fund
Advance Concentrated Australian Share Fund
Advance Asian Equity Fund
Advance Retirement Savings Account
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
Part 1 - Product Features
Part 1 - Application Booklet
Advance Personal Protection Package (APPP)
The APPP provides insurance cover though the Advance Retirement Suite - Super Account and the Advance Retirement Savings Account. The APPP can be tailored to your individual needs and is designed to help you and your familiy maintain security in a time of personal crisis. Advance insurance is underwritten by Prefsure Limited (the insurer).
Advance Personal Protection Package - PDS
APPP Application Booklet
APPP Master Policy - Life Protection for Superannuation Accounts
APPP Master Policy - Salary Continuance for Superannuation Accounts
Advance Pooled Superannuation Trust
This Trust is designed to assist superannuation trustees by offering professional investment management and flexibility.
Advance Pooled Superannuation Trust PDS

If you would like a hard copy of a PDS mailed to you, please contact our Investor Services team by email or call 1800 819 935.