Consider a margin loan where you can choose from over 660 approved Australian securities.
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Product overview
A total package for your investment and retirement planning needs throughout your life, consisting of three components – investment, superannuation and pension
Choice of investment options:
| Details | |
| View and compare funds | Historical performance |
| Change in Investment Manager | Indirect Cost Ratio (ICR) |
| Features | |
| Minimum initial investment | $50,000 |
| Minimum balance across overall Service | $40,000 |
| Minimum amount to be held in the Investment Service | $2,500 |
| Additional contributions (lump sum) | No minimum amount |
| Additional contributions (savings plan) | No minimum amount |
| Minimum withdrawal | No minimum amount |
| Switching fee* *You can change your investment strategy free of charge at any time although you will pay the spread between the issue and redemption price of units you have switched in underlying funds. Such changes may also have capital gains tax implications | Nil |
Access to a range of investments within the one package, including diversified and sector-specific investments managed by Westpac Financial Services Limited as well as investments managed by other leading fund managers including:
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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.
By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.
Investments in the Investment Service or the Underlying Funds are not investments, deposits or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.
Copyright © 2008 Westpac Banking Corporation ABN 33 007 457 141