Your end of year tax statement/ certificate

If you hold one of the products listed below at 31 March 2016, we aim to send out the following documents to you on or before the specified mailing date.

Product Documents Mailing Date Contact
Westpac KiwiSaver Scheme Annual tax and member statements By 30 June 0508 972 254
Westpac Retirement Plan Annual tax statement and member statements By 30 June 0800 738 641
Westpac Mortgage Investment Fund Annual tax and investment summary By 31 May 0800 738 641
Westpac Home Loan Trust
Westpac Active Series
Corporate Bond Fund
Annual tax statement and investment summary By 31 May 0800 738 641
Westpac Term Deposits Resident Withholding Tax (RWT) tax deduction certificate By 20 May 0800 400 600
Westpac Term PIE Fund PIE tax deduction certificate By 10 May 0800 400 600
Westpac Cash PIE Fund PIE tax deduction certificate By 10 May 0800 400 600

For more information, call the appropriate number above, Monday to Friday, 8.30am to 5.30pm, or you can email us.

We will update this page as statements are distributed.