Advance

Follow the easy steps to investing

Investing directly with Advance is easy – just follow these simple steps

Step 1: Learn about investing

  • Learn more about managed investments
  • Learn more about superannuation/retirement
  • Learn more about insurance

Step 2: Go to the Product information section

Learn more about the funds available in each investment type for the Advance product that meets your needs.


Step 3: Download a Product Disclosure Statement (PDS)

or contact us to have a copy posted to you.


Step 4: Read the entire PDS

Ensure the funds you have selected meet your needs.


Step 5: Complete the application form in the PDS

Follow the Guide to completing Application Form at the back of the PDS.

If you don’t have a Financial Adviser, you’ll be charged a 4.10% contribution fee which will be retained by Advance.


Step 6: Mail your completed application form

Advance Asset Management Limited
GPO Box B87
Perth WA 6838

When your initial application is processed, you’ll be sent a letter of confirmation with your investment details (usually within 5 business days).

You’ll also automatically receive a PIN in the post, which allows you 24/7 access to our Investor Online service*. Investor Online is an internet service that provides current account details as well as other fund information.

In addition to receiving notices of fund applications/switches and withdrawals, you will receive quarterly and annual statements. This will include information to assist you in preparing your tax return.

* Access to and use of Investor Online is subject to conditions


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).