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Westpac Self-Funding Instalments (Westpac SFIs) give investors leveraged exposure to ASX-listed securities with no risk of margin calls. Ordinary dividends or distributions paid on the underlying security are used to reduce the loan amount.

Westpac SFIs are no longer available to primary market applicants (Cash Applicants, Securityholder Applicants or Rollover Applicants).

If you have any queries regarding your investment in this product please speak to your financial adviser or alternatively call Investment Sales on 1800 990 107 or email structuredinvestments@westpac.com.au.

Things you should know

Westpac Self-Funding Instalments Product Disclosure Statement (PDF 2MB)

Westpac Self-Funding Instalments – PDS Update – Notice to Investors – 14 April 2020 (PDF 209KB)

Westpac Self-Funding Instalments - PDS Update – Notice to Investors – 12 August 2019 (PDF 45KB)

Westpac Self-Funding Instalments - PDS Update – Notice to Investors – 1 July 2019 (PDF 46KB)

Westpac Self-Funding Instalments - PDS Update - Notice to Investors 30 October 2018 (PDF 85KB)

Westpac Self-Funding Instalments  - PDS Update - Notice to Investors 12 November 2016 (PDF 98KB)

Westpac Instalment Warrants FSG (PDF 66KB)

ASX Understanding Trading and Investment Warrants (PDF 2MB)

Westpac Self-Funding Instalments - Indicative Pricing Sheet (XLS 281KB)

 

Any reference to taxation matters is a general statement only and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and proposed announced tax amendments. The individual situation of investors may differ and investors should seek independent professional tax advice on any taxation matters.

Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714 (Westpac) is the issuer of the Westpac Self-Funding Instalments Product Disclosure Statement dated 1 July 2013 and any supplementary or replacement product disclosure statements issued from time to time ('PDS'). The PDS is no longer current and is available for historical purposes only.

This information does not take into account your personal objectives, financial situation or needs so you should consider its appropriateness having regard to these factors before acting on it.