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Structured Investments

If you have any queries regarding your investment in the products listed below, please speak with your financial adviser or alternatively:

 

Product name Description Find 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 PEL is no longer available to new investors.

 

Westpac PEL FSG (PDF 87KB)

Westpac PEL Product Disclosure Statement (PDF 1MB)

Westpac PEL PDS Update - Notice to Investors - 14 April 2020 (PDF 285KB)

Westpac PEL PDS Update - Notice to Investors - 12 August 2019 (PDF 42KB)

Westpac PEL PDS Update - Notice to Investors - 1 July 2019 (PDF 32KB)

Westpac PEL PDS Update - Notice to Investors - 30 October 2018 (PDF 85KB)

Westpac PEL PDS Update - Notice to Investors - 12 November 2016 (PDF 105KB)

 

Tax Guides

 

2019 - Westpac PEL Tax Guide (PDF 885KB)
2018 - Westpac PEL Tax Guide (PDF 86KB)
2017 - Westpac PEL Tax Guide (PDF 887KB)
2016 - Westpac PEL Tax Guide (PDF 883KB)
2015 - Westpac PEL Tax Guide (PDF 53KB)
2014 - Westpac PEL Tax Guide (PDF 55KB)
2013 - Westpac PEL Tax Guide (PDF 44KB)
2012 - Westpac PEL Tax Guide (PDF 526KB)

Westpac Self-Funding Instalments (Westpac SFIs)

Where any 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).

Westpac SFI PDS Update - Notice to Investors - 14 April 2020 (PDF 209KB)

Westpac SFI PDS Update – Notice to Investors – 12 August 2019 (PDF 45KB)

Westpac SFI PDS Update – Notice to Investors – 1 July 2019 (PDF 46KB)

Westpac SFI PDS Update – Notice to Investors – 30 October 2018 (PDF 85KB)

Westpac SFIs PDS Update - Notice to Investors - 12 November 2016 (PDF 98KB)

 

Tax Guides

2020 - SFI Tax Guide (PDF 1MB)

2019 - SFI Tax Guide (PDF 58KB)

2018 - SFI Tax Guide (PDF 126KB)

2017 - SFI Tax Guide (PDF 57KB)

2016 - SFI Tax Guide (PDF 1MB)

2015 - SFI Tax Guide (PDF 56KB)
2014 - SFI Tax Guide (PDF 56KB)

2013 - SFI Tax Guide (PDF 50KB)
2012 - SFI Tax Guide (PDF 554KB)
2011 - SFI Tax Guide (PDF 170KB)


Disclosure Guides

2020 - SFI Disclosure Guide (PDF 598KB)

2019 - SFI Disclosure Guide (PDF 613KB)

2018 - SFI Disclosure Guide (PDF 278KB)

2017 - SFI Disclosure Guide (PDF 85KB)

2016 - SFI Disclosure Guide (PDF 101KB) 2015 - SFI Disclosure Guide (PDF 165KB)
2014 - SFI Disclosure Guide (PDF 228KB)
2013 - SFI Disclosure Guide (PDF 524KB)
2012 - SFI Disclosure Guide (PDF 640KB)
2011 - SFI Disclosure Guide (PDF 256KB)

Westpac Vanilla Instalment Equity Warrants (VIEWs)

Where any ordinary dividends or distributions paid on the underlying security are paid to the investor.

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

Westpac Instalment Warrants FSG (PDF 66KB)
Westpac VIEWs Flyer (PDF 51KB)

Westpac VIEWs PDS Update - Notice to Investors - 14 April 2020 (PDF 349KB)

Westpac VIEWs PDS Update – Notice to Investors – 12 August 2019 (PDF 41KB)

Westpac VIEWs PDS Update – Notice to Investors – 1 July 2019 (PDF 32KB)

Westpac VIEWs PDS Update – Notice to Investors – 30 October 2018 (PDF 85KB)  

Westpac VIEWs PDS Update - Notice to Investors - 12 November 2016 (PDF 86KB)
Westpac VIEWs - Indicative Pricing Sheet (XLS 146KB)


Tax Guides

2020 - VIEWs Tax Guide (PDF 1MB)

2019 - VIEWs Tax Guide (PDF 47KB)

2018 - VIEWs Tax Guide (PDF 99KB)

2017 - VIEWs Tax Guide (PDF 49KB)
2016 - VIEWs Tax Guide (PDF 1MB)

2015 - VIEWs Tax Guide (PDF 45KB)
2014 - VIEWs Tax Guide (PDF 41KB)

Disclosure Guides

2020 - VIEWs Disclosure Guide (PDF 597KB)
2019 - VIEWs Disclosure Guide (PDF 613KB)
2018 - VIEWs Disclosure Guide (PDF 278KB)

2017 - VIEWs Disclosure Guide (PDF 85KB)
2016 - VIEWs Disclosure Guide (PDF 101KB)

2015 - VIEWs Disclosure Guide (PDF 165KB)
2014 - VIEWs Disclosure Guide (PDF 165KB)

 

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