Forms and resources
Note: Dynamic PDFs must be downloaded as they will not display correctly in a web browser. Please download these forms to your computer before use.
Equipment finance
AFC Generic Privacy Form (DOC 172KB)
Affordability and Financial Declaration (DOC 35KB)
ATO (Australian Tax Office) Residual Value Guidelines (PDF 39KB)
ATO Statement by Supplier (PDF 223KB)
Direct Debit Request & Service Agreement Form (current November 2023)
Goods Inspection Report (DOC 36KB)
Invoice – CLA Agreements (DOC 41KB)
Invoice Private Sale – No Tax File Number (DOC 28KB)
Tax Invoice Templates – All Products (DOC 92KB)
Vehicle Inspection Report (DOC 72KB)
Westpac Broker Accreditation Form – April 2023 (PDF 1MB)
Westpac Group Transfer of Accreditation Form – April 2023 (PDF 1MB)
Commercial broker
Assets and Liabilities Form (PDF 97KB)
Business Customer Exploration Guide (PDF 492KB)
Business Finance Consent Form (PDF 1MB) (download before use)
Westpac Business Privacy Consent Form (PDF 101KB)
Business Lending and Residential Loan Application Form – DYNAMIC (PDF 1MB)
Introducer Residential Application Form – June 2021
Westpac Broker Accreditation Form – April 2023 (PDF 1MB)
Westpac Group Transfer of Accreditation Form – April 2023 (PDF 1MB)
Things you should know
1. Certain products have maximum limits less than $5M, please confirm these with your BDM.
2. The Serviceability calculator and the BAS Calculator (Calculators) are the property of the Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 and you acknowledge by accessing either Calculator that they are provided for use by you only as an accredited Westpac broker and are not to be shared, copied or otherwise distributed. The results derived from the Calculators are for illustrative purposes only and should not be regarded as a prediction or personal advice. The calculations are not intended to be forecasts or projections but to be used as a tool to assist you making your own projections. The information and results obtained from either Calculator do not constitute a loan approval, quote or an offer to lend, and it is not intended that they be relied on for the purposes of making a final decision in relation to a lending or credit product. The Calculators contain general information and the borrower before acting on this information needs to consider its appropriateness having regards to their objectives, financial situation and needs and should seek independent, financial, legal and taxation advice. The figures and formulae used in the Calculators may change at any time without notice. No guarantee, warranty, or representation is given or implied as to the reliability or accuracy of the information used to compile each index or each calculation. Westpac denies any liability for any direct, indirect, incidental , consequential or special damages or for any loss arising out of or in any way connected with the access to, reliance on, or use of the Calculators. The results from the Calculators are confidential and cannot be distributed to any party not authorised by the borrower’s express written consent. View our Privacy Statement at https://www.westpac.com.au/privacy/privacy-statement/.
Important information
Westpac Group Broker Code of Conduct
Credit criteria, terms and conditions, fees and charges apply. These may change or we may introduce new ones in the future. Full details are available on request. This information does not take the borrower’s personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Please ensure you/ the borrower(s) read the disclosure documents for the selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Target Market Determinations for certain products are available.
If any of the information related to (or provided by) the Westpac Banking Corporation that you rely on is printed, downloaded or stored in any manner on your systems, files or otherwise, please ensure that you update your systems and files with the most up-to-date information provided by us and rely only on such updated information. Our site is secure. You can read our security information.
Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.