Legal Disclaimer

Important imformation

The issue of the information contained in this site is solely authorised by Advance Asset Management Limited (Advance) ABN 98 002 538 329, Australian Financial Services Licence No. (AFSL) 240902, a member of the Westpac Banking Corporation ABN33 007 457 141 (Westpac) group of companies (Westpac Group).

Advance is the issuer of interests in the managed funds forming part of the Advance Alliance Investment Suite and the Advance Alliance Wholesale Investment Suite, as well as interests in the Advance Sharemarket Fund, Advance Index Funds and Advance Cash Management Fund (each such managed fund an "Advance Managed Fund"). Asgard Capital Management Ltd (“Asgard”) ABN 92 009 279 592, AFSL No. 240695, a member of the Westpac Group, is the issuer of the interests in the Advance Retirement Suite, Advance Retirement Savings Account, Advance Personal Protection Package and Advance Pooled Superannuation Trust (the "Advance Super Products").

Copyright

© The copyright in all information displayed on this website is owned by or licensed to Advance unless otherwise expressly indicated. Except as expressly permitted, no information may be copied, reproduced, downloaded, transmitted or re-distributed.

Important disclosures

The information displayed or given on this website 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, a Advance product, you should obtain and consider the relevant Product Disclosure Statement for that product. You can obtain a copy from your financial planner, by downloading it from this website or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).

Applications for units in an Advance Managed Fund or an Advance Super Product may only be made on the application form included in, or which accompanies, the current Product Disclosure Statement for that fund or product. Investments in a fund or product can only be made by persons receiving a Product Disclosure Statement (including an electronic version) in Australia. If you are in possession of a Product Disclosure Statement outside Australia, you should seek advice regarding restrictions on investing. Failure to comply with relevant restrictions may violate laws.

Limitation of Liability

Neither Advance, Westpac, nor any other Westpac Group company makes any representation as to the performance or success of, the rates of income or capital return from, or recovery of money invested in any of the products accessible through this site. Financial products referred to on this website do not represent deposits or liabilities of Westpac and are subject to investment risk, including possible delays in repayment and the loss of income and capital invested.

While the information displayed on this website is based on information obtained from sources which are believed to be reliable, it has not been independently verified and no warranties are given that it is complete, accurate, up to date or fit for the purpose for which it is required. Past performance is not a reliable indicator of future performance. All information displayed on the website, including but not limited to product and service information, fees, unit and share prices, gearing and interest rates, tax information and performance figures, is subject to change without notice.

To the maximum extent permitted by law, neither Advance nor any other member of the Westpac Group will be liable to any party in contract, tort (including for negligence) or otherwise for any loss or damage arising either directly or indirectly as a result of reliance on, use of or inability to use any information displayed on this website. Where liability cannot be excluded by law then, to the extent permissible by law, liability is limited to the resupply of the information or the reasonable cost of having the information resupplied.

Third Party Information and Links

Some of the information displayed on this website may be provided by third parties who are not related to Advance or any other company in the Westpac Group ("Third Party Information"). Neither Advance nor any other company in the Westpac Group is in any way responsible for and does not guarantee the quality or accuracy of any Third Party Information.

This website may also contain links to websites operated by third parties (“Third Parties”) who are not related to Advance or any other company in the Westpac Group (“Third Party Web Sites”). These links are provided for convenience only and do not represent any endorsement or approval by Advance or any other company in the Westpac Group of those Third Parties or the information, products or services displayed or offered on the Third Party Web Sites.

To the maximum extent permitted by law, neither Advance nor any other company in the Westpac Group will be liable to any party in contract, tort (including for negligence) or otherwise for any loss or damage arising either directly or indirectly from reliance on, the use of or inability to use any Third Party Information or Third Party Web Sites.

Privacy

Privacy laws protect your privacy. Please read our Privacy Policy for more information.

What is the Foreign Account Tax Compliance Act (FATCA)?

Australian and US laws in accordance with the reporting provisions, commonly known as the Foreign Account Tax Compliance Act (FATCA), requires all Financial Institutions to identify and report customers who may be US residents for taxation purposes to the Australian Taxation Office.

This will require Advance to identify, and we may be required to report, certain US customers and investors to regulators.

If you are a US citizen or resident for taxation purposes, you must notify us when you open a new account or investment, by calling 1300 725 863 (9am – 5pm AEST, Monday to Friday). This applies to:

  • Personal customers who are US citizens or residents for taxation purposes
  • Business customers where either the entity or its controlling person(s) are US citizens or residents for taxation purposes

More information about FATCA can be obtained from the Australian Taxation Office or the US Internal Revenue Service.

If you are a US citizen or tax resident you need to notify us by calling 1300 725 863 (9am – 5pm AEST, Monday to Friday).