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Apply for Westpac Guaranteed Income Plan

Who can apply?

  • You must be at least 10 years of age if an individual investor
  • Have written parental or guardian consent if less than 16 years of age
  • The Plan must be owned individually if investing superannuation money
  • You cannot assign, transfer or use the Plan as security for a borrowing
  • Application can only be made from within Australia.

What you need to know or do before applying

Ways to apply

  • Complete the application form attached to the Product Disclosure Statement, in addition to any identification requirements to satisfy Anti-Money Laundering/Counter Terrorism Financing legislation
  • Send your completed application form, along with your cheque to:
    Westpac Guaranteed Income Plan
    GPO Box 3960
    Sydney NSW 2001

What happens next?

We will send you a welcome pack containing your new investment details and income stream details within 2 to 3 weeks.

Things you should know

Westpac Guaranteed Income Plan PDS (PDF 1MB)

1. BT Advisers are representatives of Westpac Banking Corporation ABN 33 007 457 141 AFSL & Australian Credit Licence 233714 (Westpac). BT Advice is a Division of Westpac.

Product update - Privacy Policy changes

Westpac Guaranteed Income Plan (PDF 41KB)

Westpac Life Insurance Services Limited (ABN 31 003 149 157 AFSL No. 233728) is the issuer of interests in Westpac Guaranteed Income Plan. You can download a Product Disclosure Statement (PDS) (PDF 1MB) for Westpac Guaranteed Income Plan. Alternatively it can be obtained by calling 131 817 or visiting any Westpac branch. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in Westpac Guaranteed Income Plan.

You can download the Westpac Financial Planning FSG (PDF 154KB) for Westpac Guaranteed Income Plan. Alternatively it can be obtained by calling 131 817 or from any Westpac branch.

An investment in this product is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the product. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the product.