Business Broker 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

Forms
Resources

Forms

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)

Westpac Minimum Documentation Checklist (PDF 87KB)

Westpac Privacy (PDF 167KB)

Resources

Forms

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)

Westpac Dynamic R&O Form – June 2021 (PDF 214KB)

Resources

SIMPLE+

SIMPLE+ Submission Pathway

For non-complex customers looking to access funding up to $3M.

SIMPLE+ offers non-complex customers who are seeking smaller loan amounts an easier way to do business with us. Bankers and Brokers may use the new SIMPLE+ Serviceability Tool to confidently assess transactions for eligibility and serviceability. Customers can benefit from a streamlined application form and fewer documentation requirements compared to the Full Application pathway.

The SIMPLE+ pathway is ongoing and part of our usual Business Credit Policy. Credit criteria, terms and conditions, fees and charges apply.

SIMPLE+ Application Form (PDF 3MB)

Use this form if your customer is eligible to apply for business lending under the SIMPLE+ submission pathway (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.

SIMPLE+ Broker Flyer (PDF 199KB)

Forms and resources

Equipment finance

Commercial broker