Structured Investments

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Structured Investments:

Product features	Who is this for	More details
Westpac Diversified Property Fund
Stable tax effective income stream with the opportunity for capital growth	Investors targeting regular income plus capital growth	Product Disclosure Statement (PDF 1.61Mb)
Protected Equity Loan
Interest-only capital-guaranteed loan where you invest in the share market with 100% borrowed funds	Suits those wanting the benefits of owning shares and other listed securities as well as access to potential tax benefits of gearing	Product Disclosure Statement (PDF 2.39Mb) Supplementary Product Disclosure 205kb) Loan Term Sheet (PDF 26kb)
Westpac Self-funding Instalments
Investments with a built-in loan allowing you to purchase Australian shares by making two payments over time. Dividends are used to reduce the loan amount	Investors and in certain circumstances, Self Managed Super Fund Trustees looking for enhanced share exposure, capital growth, potential franking credits and tax benefits without the need for dividend income	10- Year SFI Product Disclosure Statement (PDF 1.81Mb) Supplementary 10- Year SFI Product Disclosure Statement (PDF 1.3Mb) 5-Year SFI Product Disclosure Statement (PDF 1.37Mb) Supplementary 5-Year SFI Product Disclosure Statement (PDF 869kb)
Westpac Instalments
Investments with a built-in loan allowing you to purchase Australian shares and units by making two payments over time	Investors and, in certain circumstances, Self Managed Super Fund Trustees looking for enhanced share exposure, capital growth, dividends, potential franking credits and tax benefits	Product Disclosure Statement (PDF 2.4Mb) Supplementary Product Disclosure Statement (PDF 1.78Mb)
Long Dated Investment Call Warrants
A long-term, geared investment offering the potential for higher returns than a direct share holding	Suits those with a positive long-term view on select bank shares	Offering Circular (PDF 1Mb)
Bluewater
100% capital guaranteed investment offering exposure to the award-winning Gottex Market Neutral (MN) Fund	Investors looking for low volatile medium-term investment with potential capital growth and dividend income	Prospectus (PDF 791kb)
Challenger Endowments
A moderately geared investment offering enhanced exposure to any capital growth in leading Australian shares	Investors and in certain circumstances Self Managed Super Fund Trustees who like geared exposure to shares without the usual administration and margin calls	More details
Guaranteed Portfolio Service (This offer is now closed)
Access a diversified portfolio of six wholesale managed funds from BT and a range of special features including 100% finance and 100% capital protection at maturity	Wholesale investors who are looking to diversify their investment portfolio and reap the benefits of gearing by taking advantage of the 100% finance package available	Current GPS Unit Prices (PDF 49kb)
Guaranteed Portfolio Service 2 (This offer is now closed)
Access a diversified portfolio of 5 wholesale managed funds and a range of special features including 100% finance and 100% capital protection at maturity	Wholesale investors who are looking to diversify their investment portfolio and reap the benefits of gearing by taking advantage of the 100% finance package	Current GPS 2 Unit Prices (PDF 35kb)

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General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

Supplementary PDSs may be issued from time to time and must be read in conjunction with the PDS to which they relate.

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Important Information

Bluewater Funds Management
Interest, fees and charges apply. Bluewater Funds Management SPC ARBN 111 215 779 ('Bluewater') is the share issuer. Westpac Banking Corporation ABN 33 007 457 141 ('Westpac') is the Provider of the Capital Guarantee, Investment Manager and Arranger.

Investors wishing to acquire Bluewater shares at the current NAV will need to complete an application form attached to the prospectus. Investors should read and understand the prospectus before deciding whether to acquire, continue to hold or dispose of Bluewater shares. Neither Bluewater nor Westpac nor any of their respective directors, officers, employees, associates or its subsidiaries guarantee or give any assurance in regards to the performance of the investment or its income return.
1. Stated targets are no guarantee of a particular level of return on an investment in Bluewater shares. Past performance is not a reliable indicator of future performance. The stated targets are not projections or forecasts and they should not be seen as statements as to the future. Instead, they have been included so that investors may gain an insight into the type of reward sought. Investors should refer to the risks outlined in the prospectus.
2. The capital guarantee is provided on the terms and conditions set out in the prospectus.

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