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End of Financial Year and your investment loan

End of Financial Year is the time to consider fixing the interest rate on your Westpac Margin Loan.

Existing customers who don’t have an existing fixed interest rate loan and wish to establish one, the deadline to fix your interest rate is 28 June 2024.

Customers who wish to rollover an existing fixed interest rate loan, please refer to the maturity letter/email we sent to you for your due date.

In addition to submitting your fixed interest rate loan request, your fixed interest payment (if prepaying) will need to be received by the start of your new fixed interest rate loan.

How to fix your interest rate

Simply complete the Fixed Interest Rate Renewal Form that was sent with your renewal letter and return it to us via one of the return methods on the form.

If establishing a new fixed interest rate loan, please contact us on 1800 816 222 to confirm your interest rate and for a ‘Fixed Loan Request Form’.

Prior to submitting a fixed interest rate contract request, we recommend that you read the sections ‘Additional information about fixed interest rate loans’ and ‘Frequently Asked Questions’ below.

Additional information about fixed interest rate loans

It is a loan where the interest rate is fixed (stays the same) for an agreed period.

Frequently asked questions

For existing customers please refer to the due date on your rollover letter/email.

For new customers who haven’t previously fixed their rate or existing customers wanting to change the start date of their fixed rate loan, the deadline to fix the interest rate on your Westpac Margin Loan is 28 June 2024.

Things you should know

BT Securities Limited ABN 84 000 720 114 AFSL No. 233722 and Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 are together the issuers of the Westpac Margin Lending Margin Loan - Product Disclosure Statement (‘PDS’). This information has been prepared without taking into account your personal objectives, financial situation or needs so, before acting on it, you should consider its appropriateness in regard to these factors. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by phoning 1800 816 222.