Forms and resources

ABN Lookup

PPSR (Personal Property Security Register) Check for Individuals & Businesses – to determine debtor default(s) or liquidation.

Westpac Red Book Inspection Portal

SIMPLE+ Submission Pathway​

For non-complex customers looking to access funding up to $5M¹.

SIMPLE+ offers non-complex customers an easier way to do business with us. Customers benefit from a streamlined application form and fewer documentation requirements compared to the Full Application pathway.

Brokers may use the new Serviceability calculator² to assess whether their customer can service the loan. For transactions up to $1.5M, Business Activity Statements (BAS) can be used but the BAS calculator² will need to be used before the Serviceability calculator².

DriveOnline applications

For Equipment Finance  applications SIMPLE+ can be  accessed using:

• our SIMPLE+ paper application;
• the Cito Plus portal; and
• DriveOnline

SIMPLE+ applications submitted via DriveOnline are available for equipment finance facilities from  $250,000 to $5M and need to follow the process set out in the SIMPLE+ Equipment Finance DriveOnline Broker support pack. 

For DriveOnline applications that are >$3M, please refer to your Senior Business Development Manager. 

SIMPLE+ forms, flyers and support packs

SIMPLE+ Application Form (PDF 3MB)

Use this form if you are not submitting your application via DriveOnline or via the Cito Plus portal (must be accompanied by the Business Finance Consents form). 

Business Finance Consents Form (PDF 1MB)

Use this form for applicable business lending applications, including the SIMPLE+ submission pathway where it is submitted with the SIMPLE+ application form above or the application is made via the Cito Plus portal.

SIMPLE+ Broker Flyer (PDF 229KB) - for applications submitted using the SIMPLE+ application form above or via the Cito Plus portal 

SIMPLE+ Broker Support Pack (PDF 2MB) - for applications submitted using the SIMPLE+ application form above or via the Cito Plus portal

SIMPLE+ Equipment Finance eligibility and requirements checklist (PDF 250KB) - use and complete this checklist when submitting a SIMPLE+ application via DriveOnline

SIMPLE+ Equipment Finance via DriveOnline Support Pack (PDF 2MB) - for applications submitted via DriveOnline

BAS Calculator²

When using Business Activity Statements (BAS) for transactions up to $1.5M, use the BAS calculator first before the Serviceability calculator. Refer to the Broker Support pack for more information

Business Cashflow projection worksheet (PDF 63KB)

Combined Business Lending and Residential Loan Application Form – Quick Reference Guide July 2020 (PDF 897KB)

Guide to Writing a Business Plan
(PDF 48KB)

Westpac Business Lending Rates

Westpac Target Market Determination Repository

SIMPLE+ Submission Pathway​

For non-complex customers looking to access funding up to $5M¹.

SIMPLE+ offers non-complex customers an easier way to do business with us. Customers benefit from a streamlined application form and fewer documentation requirements compared to the Full Application pathway.

Brokers may use the new Serviceability calculator² to assess whether their customer can service the loan. For transactions up to $1.5M, Business Activity Statements (BAS) can be used but the BAS calculator² will need to be used before the Serviceability calculator².

DriveOnline applications

For Equipment Finance  applications SIMPLE+ can be  accessed using:

• our SIMPLE+ paper application;
• the Cito Plus portal; and
• DriveOnline

SIMPLE+ applications submitted via DriveOnline are available for equipment finance facilities from  $250,000 to $5M and need to follow the process set out in the SIMPLE+ Equipment Finance DriveOnline Broker support pack. 

For DriveOnline applications that are >$3M, please refer to your Senior Business Development Manager. 

SIMPLE+ forms, flyers and support packs

SIMPLE+ Application Form (PDF 3MB)

Use this form if you are not submitting your application via DriveOnline or via the Cito Plus portal (must be accompanied by the Business Finance Consents form). 

Business Finance Consents Form (PDF 1MB)

Use this form for applicable business lending applications, including the SIMPLE+ submission pathway where it is submitted with the SIMPLE+ application form above or the application is made via the Cito Plus portal.

SIMPLE+ Broker Flyer (PDF 229KB) - for applications submitted using the SIMPLE+ application form above or via the Cito Plus portal 

SIMPLE+ Broker Support Pack (PDF 2MB) - for applications submitted using the SIMPLE+ application form above or via the Cito Plus portal

SIMPLE+ Equipment Finance eligibility and requirements checklist (PDF 250KB) - use and complete this checklist when submitting a SIMPLE+ application via DriveOnline

SIMPLE+ Equipment Finance via DriveOnline Support Pack (PDF 2MB) - for applications submitted via DriveOnline

BAS Calculator²

When using Business Activity Statements (BAS) for transactions up to $1.5M, use the BAS calculator first before the Serviceability calculator. Refer to the Broker Support pack for more information