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

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.

Manage your existing investment

  • Change your contact details, distribution options and bank account details, establish new account signing authority or provide your Tax File Number (TFN) or ABN.

Forms specific to managing your Advance Alliance Investment Fund

Other

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Advance Retirement Suite 

Contributions and Transfers

  • Split contributions you made to your superannuation account during the previous financial year with your spouse (married or de facto).

  • Commence a Regular Deposit Plan or change your financial institution account details.

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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.

Make withdrawal or close account

Advance Personal Protection Package (APPP)

Numbers to remember

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.

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, bydownloading it from this website or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).

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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.