Site index | Contact us | Locate us

Structured Investments

Structured Investments:

Product features	Who is this for	More details
Westpac Diversified Property Fund
Stable tax effective income stream with the opportunity for capital growth	Investors targeting regular income plus capital growth	Product Disclosure Statement (PDF 1.61Mb)
Protected Equity Loan - We are no longer pricing on new investments
Interest-only capital-guaranteed loan where you invest in the share market with 100% borrowed funds	Suits those wanting the benefits of owning shares and other listed securities as well as access to potential tax benefits of gearing	PEL and PEL Plus Tax and Accounting Guide (PDF 616kb)
Westpac Self-funding Instalments - We are no longer pricing on new investments
Investments with a built-in loan allowing you to purchase Australian shares by making two payments over time. Dividends are used to reduce the loan amount	Investors and in certain circumstances, Self Managed Super Fund Trustees looking for enhanced share exposure, capital growth, potential franking credits and tax benefits without the need for dividend income	Guide to taxation 2008 (PDF 591kb) Guide to disclosing (PDF 523kb)
Westpac Instalments - We are no longer pricing on new investments
Investments with a built-in loan allowing you to purchase Australian shares and units by making two payments over time	Investors and, in certain circumstances, Self Managed Super Fund Trustees looking for enhanced share exposure, capital growth, dividends, potential franking credits and tax benefits	Guide to taxation 2008 (PDF 311kb) Guide to disclosing (PDF 523kb)
Long Dated Investment Call Warrants
A long-term, geared investment offering the potential for higher returns than a direct share holding	Suits those with a positive long-term view on select bank shares	Offering Circular (PDF 1Mb)
Challenger Endowments
A moderately geared investment offering enhanced exposure to any capital growth in leading Australian shares	Investors and in certain circumstances Self Managed Super Fund Trustees who like geared exposure to shares without the usual administration and margin calls	More details
Guaranteed Portfolio Service (This offer is now closed)
Access a diversified portfolio of six wholesale managed funds from BT and a range of special features including 100% finance and 100% capital protection at maturity	Wholesale investors who are looking to diversify their investment portfolio and reap the benefits of gearing by taking advantage of the 100% finance package available	Current GPS Unit Prices (PDF 49kb)
Guaranteed Portfolio Service 2 (This offer is now closed)
Access a diversified portfolio of 5 wholesale managed funds and a range of special features including 100% finance and 100% capital protection at maturity	Wholesale investors who are looking to diversify their investment portfolio and reap the benefits of gearing by taking advantage of the 100% finance package	Current GPS 2 Unit Prices (PDF 35kb)

Back to top 

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our ABN & RSE Numbers for Superannuation entities.

Supplementary PDSs may be issued from time to time and must be read in conjunction with the PDS to which they relate.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

To view the attached PDF file you will need Adobe Acrobat Reader Version 4.0 and above. If you do not already have Adobe Acrobat Reader download it here. To convert a PDF file to ASCI or HTML format, use Adobe's online PDF conversion tools. Acrobat and the Acrobat logo are trade marks of Adobe Systems Incorporated.

Copyright © 2009 Westpac Banking Corporation ABN 33 007 457 141