Product Disclosure Statements
Advance is the issuer of interests in the Advance Investment Funds and Asgard is the issuer of the interests in the Advance Super Products. Before deciding whether to acquire, or continue to hold, an investment in an Advance Fund or Product, you should consider the relevant Product Disclosure Statement for that fund or 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).
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer. If you’re printing an electronic copy of a PDS, you must print all pages, including the application form. If you make a PDS available to another person, you must provide them with the entire electronic file or print out, including the application form.
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.
Apply for an Advance Investment Fund
If you have $5,000 or more to invest then you can use this PDS to purchase Wholesale investments in our Diversified and Sector Multi-Blend Funds.
Instructions
1. Please ensure you have read all five parts of the Product Disclosure Statement available here.
Target Market Determinations for these products are available at https://www.bt.com.au/tmd
Product Disclosure Statement
Please ensure you read the following documents which also form part of the PDS:
The following documents do not form part of the PDS but may also be relevant to you:
2. Fill out the application form as well as the identification form, from the options below:
Individual
Joint
This option applies to you if you are investing with another person, such as a friend or partner, for personal use.
Please fill out both of these forms:
Adult investing for a child under 18 years old
This option applies to you if you are a parent or guardian investing on behalf of a child aged under 18 years.
Please fill out both of these forms:
Business partnership
This option applies to you if investing for a business registered as a privately owned partnership and completed by equal owners of the business.
Please fill out both of these forms:
Trust/superannuation fund
This option applies to you if you are a trustee or other legal representative investing on behalf of a Trust or a superannuation Fund.
Please fill out both of these forms:
Deceased estate
This option applies to you if you are a trustee or other legal representative investing on behalf of a deceased estate.
Please fill out both of these forms:
Company
This option applies to you if you are a legal representative investing for a publicly listed company.
Please fill out both of these forms:
Club/Association
This option applies to you if you are a legal representative investing for an unincorporated not-for-profit entity such as a sports or social club.
Please fill out both of these forms:
3. Return the forms to:
Investor Services
Advance Asset Management Limited
GPO Box B87
Perth WA 6838
For any enquiries, contact our Contact Centre team either by email or on 1800 819 935.
Other Funds
Super Pension Annual Reports
Super/Pension Annual Reports for the year ended 30 June 2021