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Structured Investments

This table lists all open and recently closed investment products. For a free copy of the Product Disclosure Statements for these products, or if you would like to be notified of future offers:

Open Investments
Product nameDescriptionFind product information
Westpac Protected Equity Loan facility (Westpac PEL) Build your own portfolio of securities with up to 100% capital protection at maturity and no margin calls.


Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714 (‘Westpac’) is the issuer of the Westpac Protected Equity Loan facility Product Disclosure Statement (‘PDS’) dated 19 April 2012. The PDS is available at westpac.com.au/pel. You should consider the PDS before deciding whether to enter into a Westpac Protected Equity Loan facility. We have not taken the financial situation, investment objectives or particular needs of any particular investor and recommend that investors consider the appropriateness of this information and seek independent advice before making any decision. 
Westpac PEL FSG (PDF 131kb)

Net Nominees FSG (PDF 134kb)

Westpac PEL Product Disclosure Statement (PDF 1MB) 

Westpac PEL App Form (PDF 572 kb)

Approved Securities List (PDF 75kb) 

Notice to investors 21 Sept 2012 (PDF 23kb)

Notice to investors 13 Nov 2013 (PDF 89kb)

Tax Guides
2013 - Westpac PEL Tax Guide (PDF 43kb)
2012 - Westpac PEL Tax Guide (PDF 523kb)
Westpac Self-Funding InstalmentsA geared equity investment that gives you long-term exposure to Australian shares and exchange-traded funds, while limiting risk.

www.westpac.com.au/sfi 



Westpac SFI PDS (PDF 2MB)



Notice to investors – re Existing Challenger Warrants (PDF 22kb)

Westpac issues new SFI over IOZ on 3 May 2011 (PDF 85kb)

Tax Guides
2013 - SFI Tax Guide (PDF 48kb)
2012 - SFI Tax Guide (PDF 553kb)
2011 - SFI Tax Guide (PDF 170kb) 

Disclosure Guides
2013 - SFI Disclosure Guide (PDF 513kb)
2012 - SFI Disclosure Guide (PDF 625kb)
2011 - SFI Disclosure Guide (PDF 256kb)

 

Westpac Vanilla Instalment Equity Warrants (VIEWs)A geared equity investment that gives you exposure to Australian shares and exchange-traded funds, while limiting risk.

Westpac VIEWs Flyer (PDF 54kb)


Westpac VIEWs FSG (PDF 54kb)


Westpac VIEWs SPDS with PDS (PDF 666kb)


Westpac VIEWs Net Nominees FSG (PDF 60kb)

Westpac VIEWs - Indicative Pricing Sheet (XLS 104kb)






Recently closed investment products
Product nameDescription Find product information 
Westpac Protected Loan AustraliaExposure to a diverse Australian equity portfolio through an investment in an ASX listed Exchange Traded Fund (ETF) with access to capital growth, distributions and capital protection at maturity.  

Westpac Protected Loan PDS (PDF 4.31MB)

Westpac Protected Loan brochure (PDF 247kb)

Tax Guides
2013 - Westpac PLA Tax Guide (PDF 43kb)
2012 - Westpac PLA Tax Guide (PDF 523kb)

Westpac MaximiserAccess a menu of underlying assets including Australian & International equities, and commodities with a level of capital protection at maturity.

Westpac Maximiser Series 2 Investment Confirmation (PDF 95kb)

Series 1: Australian Equities PDS (PDF 1.92MB)

Series 1: Australian Equities Brochure (PDF 609kb)
Series 2: Australian Equities PDS (PDF 1.61MB) Series 2:Australian Equities Brochure (PDF 615kb)


Westpac Maximiser performance information (PDF 23kb)

Westpac Guaranteed Portfolio ServiceA diversified portfolio of 5 wholesale managed funds from BT with a range of special features including 100% finance and 100% capital protection at maturity.

Current GPS Unit Prices (PDF 50kb).

For the  unit prices of the J.P. Morgan ASX 20 Re-Growth issued on 15 March 2010, visit the JP Morgan Structured Products website, and click on 'Pricing Matrix'

Westpac Guaranteed Portfolio Service 2Access a diversified portfolio of 5 wholesale managed funds and a range of special features including 100% finance and 100% capital protection at maturity. Current GPS 2 Unit Prices (PDF 48kb).
Westpac Protected Equity Loan (PEL)Interest-only capital-guaranteed loan for investing in the share market with 100% borrowed funds. 

Updated Information for Westpac PEL July 2010 (PDF 69kb)

Guide to taxation 2010 (PDF 1.18mb)
Updated information for Westpac PEL Plus from 13 May 2008 (PDF 144kb)

Westpac Instalment Warrants with an annual reset feature Investments with a built-in loan that let you buy Australian shares and units by making 2 payments over time.

For product announcements, visit the ASX website and search using the code ‘WBC’.

Updated information for Westpac Instalments and Westpac Self-Funding Instalments (PDF 61kb)
Guide to Taxation 2010 (PDF 332kb)


Guide to Disclosing 2010 (PDF 272kb)

Westpac Self Funding Instalments (SFI)Investments with a built-in loan that let you buy Australian shares by making 2 payments over time. Dividends are used to reduce the loan amount. 

For product announcements, visit the ASX website and search using the code 'WBC'.

Challenger EndowmentsA moderately geared investment offering enhanced exposure to any capital growth in leading Australian shares.For product announcements, visit the ASX website and search using the code 'WBC'.
Long dated investment call warrantsA long term, geared investment offering the potential for higher returns than a direct share holding.

For product announcements, visit the ASX website and search using the code 'WBC'.


Offering Circular (PDF 540kb)

Things you should know