westpac
Round-up e-newsletter
 
Westpac - raising the standard in Structured Equity Investments Financial Planner Edition
 

Welcome to Round-up, for exclusive use by Financial Planners.

Whilst sporting the same look as what you are no doubt already familiar with, Round-up is essentially your "Toolbox" of information.  It contains all the relevant documents and data you will need to recommend Westpac Structured Equity Investments.  Due to the frequent updating of the calculators and profiles, these are available by subscription only.  Please email structured.investments@westpac.com.au should you wish to receive weekly updates.

Going forward, Round-up will be updated on a monthly basis and this link will remain the same.  You may want to add it to your Internet Explorer 'Favourites'.

If you have any questions or comments please do not hesitate to contact us on (02) 8204 2727.

The Sales Team

Meet the Team

 Introducing your Westpac team (PDF 106kb)


Product Disclosure Statements
 PEL Plus (PDF 889kb)
 PEL Plus Interest Loan (PDF 281kb)
 10 year Self-Funding Instalments (PDF 1.42Mb)
 5 year Self-Funding Instalments (PDF 1.05Mb)
 Instalments with an Annual Reset (PDF 1.35Mb)
 Structured Equity Solutions (PDF 1.13Mb)


Marketing Brochures
 PEL Plus (PDF 866kb)
 Self-Funding Instalments (PDF 654kb)
 Instalments with an Annual Reset (PDF 1.3Mb)
 Structured Equity Solutions (PDF 587kb)


Case Studies
 Accelerate wealth in the sharemarket (PDF 242kb)
 Cash extraction and capital protection (PDF 346kb)
 Extracting cash from shares in a SMSF (PDF 253kb)
 Investing through protected gearing (PDF 289kb)
 Super size your super (PDF 256kb)
 The benefits of Westpac's Interest Loan (PDF 375kb)
 Setting your cash free for diversification (PDF 543kb)


Client Presentations
 PEL Plus (145 kb)
 Self-Funding Instalments (280 kb)
 Instalments (154kb)


Useful Forms
 Document and Services Request (PDF 38kb)
 Direct Debit Request Form (PDF 46kb)
 Acceptable Referee Form (PDF 69kb)
 Computershare Change of Address (PDF 334kb)
 PEL Plus Change in Interest Frequency (PDF 49kb)
 PEL Plus Top-Up Application (PDF 57kb)
 PEL Interest Loan Renewal Attestation (PDF 28kb)


Client Letters

 SFI - Invitation to a tax-effective seminar (PDF 30kb)
 SFI - Unlocking cash from a share portfolio (PDF 17kb)
 SFI - Increase SMSF returns with SFI (PDF 30kb)
 PEL - Invitation to a tax-effective seminar (PDF 31kb)
 PEL - Unlocking cash from shares (PDF 21kb)
 PEL - Protect and grow your wealth (PDF 20kb)
 BOTH - Invitation to a tax-effective seminar (PDF 18kb)


Frequently Asked Questions
 PEL Plus (PDF 68kb)
 Self-Funding Instalments (PDF 68kb)
 Instalments (PDF 67kb)


Lonsec Model Portfolios

 PEL Plus (PDF 295kb)
 Self-Funding Instalments (PDF 310kb)


Security Information
 2005/2006 Closing Prices at 30 June (PDF 35kb)
 2005/2006 Dividend Schedule (PDF 49kb)
 2007 Dividend Diary (PDF 72kb)


NEW! Westpac Guaranteed Portfolio Service
Westpac's Guaranteed Portfolio Service (GPS) offers a unique investment opportunity for Wholesale Investors only.  Access a diversified portfolio of six wholesale managed funds from BT, the 2006 Fund Manager of the Year, and a range of special features including 100% finance and 100% capital protection at maturity.

 Marketing Brochure (PDF 344kb)
 Asset Allocation Advisory Agreement (PDF 1.1Mb)
 Loan & Security Agreement (PDF 1.6Mb)
 Planner Presentation (PDF 486kb)

Historical Simulations
BT Wholesale Asian Share Fund (PDF 80kb)
BT Wholesale Core Australian Share Fund (PDF 97kb)
BT Wholesale Core Global Share Fund (PDF 94kb)
BT Wholesale Focus Australian Share Fund (PDF 68kb)
BT Wholesale Global Property Securities Fund (PDF 74kb)
BT Wholesale MicroCap Opportunities Fund (PDF 61kb)

For further information please call Anthony Lax, Lauren Milner or Moghseen Jadwat on (02) 8204 2727.


Application Checklists and Procedures
 PEL Plus (74kb)
 Self-Funding Instalments (78kb)


Statement of Advice Inclusions
 PEL Plus Cash Application (PDF 60kb)
 PEL Plus SecurityHolder Application (PDF 60kb)
 5yr SFI Cash Application (PDF 44kb)
 5yr SFI SecurityHolder Application (PDF 46kb)
 10yr SFI Cash Application (PDF 64kb)
 10yr SFI SecurityHolder Application (PDF 63kb)


Commissions
Commission Structures
 PEL Plus (PDF 31kb)
 Self-Funding Instalments (PDF 35kb)
 Instalments (PDF 36kb)

Commission Payments
For your commissions to be paid, Westpac must have signed original copies of the two forms below.
 Distribution Agreement (PDF 31kb)
 Recipient Created Tax Invoice (PDF 32kb)


Taxation Guides
 PEL Plus Tax & Accounting Guide (871kb)
 Instalment Tax & Accounting Guide (PDF 1.4Mb)
 Guide to Disclosing Income & Expenses (717kb)
 Guide to the Taxation of SFIs (88kb)
 Guide to the Taxation of Reset Instalments (90kb)


Navigating the Westpac website
 Navigating the Westpac Website (PDF 97kb)


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Important Information
Westpac Institutional Bank is a division of Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714.  This information has been prepared without taking account of your objectives, financial situation or needs.  Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs.  Westpac's Financial Services Guide ("FSG") can be obtained by calling 132 032.  The information in this publication is current as at 15 May 2007.
 

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Copyright 2005 Westpac Banking Corporation ABN 33 007 457 141