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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 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 Banking Corporation ABN 33 007 457 141, AFSL 233714 (‘Westpac’) is the issuer of the Westpac Protected Equity Loan facility Product Disclosure Statement (‘PDS’).

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 73KB)

Westpac PEL Product Disclosure Statement (PDF 1MB)

Approved Securities List (PDF 31KB)

 

Tax Guides

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 Instalment Warrants Instalment Warrants (IWs) provide investors, including SMSFs, with a way to borrow to invest in ASX-listed securities without the requirement to pay the full price of the security upfront. Westpac offers two types of IWs:  1. Westpac Self-Funding Instalments (Westpac SFIs)  2. Westpac Vanilla Instalment Equity Warrants (Westpac VIEWs)  
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 Instalment Warrants FSG (PDF 56KB)

Westpac SFI PDS (PDF 1MB)

Notice to investors – re Existing Challenger Warrants (PDF 29KB)

Westpac issues new SFI over IOZ on 3 May 2011 (PDF 84KB)


Tax Guides

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
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 Instalment Warrants FSG (PDF 56KB)
Westpac VIEWs Flyer (PDF 51KB)
Westpac VIEWs SPDS with PDS (PDF 603KB)  
Westpac VIEWs - Indicative Pricing Sheet (XLS 100KB) (XLS 104kb)

Tax Guides
2015 - VIEWs Tax Guide (PDF 45KB)
2014 - VIEWs Tax Guide (PDF 41KB)
Disclosure Guides
2015 - VIEWs Disclosure Guide (PDF 165KB)
2014 - VIEWs Disclosure Guide (PDF 165KB)

 

Recently closed investment products

Product name Description  Find product information 
Westpac Protected Loan Australia Exposure 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 4MB)


Tax Guides
2014 - Westpac PLA Tax Guide (PDF 55KB)
2013 - Westpac PLA Tax Guide (PDF 42KB)
2012 - Westpac PLA Tax Guide (PDF 525KB)

Westpac Maximiser Access 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 94KB)

Series 1:Australian Equities PDS (PDF 1MB)

Series 1: Australian Equities Brochure (PDF 564KB)
Series 2: Australian Equities PDS (PDF 1MB)


Westpac Maximiser performance information (PDF 36KB)

Westpac Guaranteed Portfolio Service A 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 41KB)

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 2 Access 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 41KB).
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 68KB)

Guide to taxation 2010 (PDF 1MB)
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 60KB)
Guide to Taxation 2010 (PDF 331KB)


Guide to Disclosing 2010 (PDF 271KB)

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 Endowments A 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 warrants A 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 535KB)

 
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