Your end of year tax statement/ certificate

If you hold one of the products listed below, we aim to make the following documents available to you on or before the specified mailing date.

Product Documents Date available in Westpac One^ Expected Mailing Date Contact
Westpac KiwiSaver Scheme Annual tax and member statements By 30 June* By 31 May 0508 972 254
Westpac Retirement Plan Annual tax and member statements Not available  By 31 May 0800 808 012
Westpac Active Series
Corporate Bond Fund
Annual tax statement Not available  By 31 May 0800 808 012
Westpac Term Deposits and Westpac Bonus Saver, Simple Saver Resident Withholding Tax (RWT) tax deduction certificate By 20 May By 20 May 0800 400 600
Westpac Term PIE Fund, Cash PIE Fund and Notice Saver PIE Fund PIE tax deduction certificate By 20 May  By 10 May 0800 400 600

* Westpac KiwiSaver Scheme statements are located by clicking your KiwiSaver scheme account and then selecting “download statements”.

To view the latest Westpac Term PIE, Cash PIE, Notice Saver PIE Annual Report for the year ended 31 March 2020, please click here

For more information, call the appropriate number above or you can email us.

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^Tax Certificates available through Westpac One.

  • Only Tax Certificates for accounts that you are the owner of are available using Westpac One ie accounts in your name.
  • Tax Certificates for Organisation accounts aren’t available via your personal Westpac One login (they are available if you have a login in your Organisation’s name).
  • Tax Certificates for accounts you are a signatory on but are not the account owner also aren’t available.
  • We issue your Tax Certificate via post to the address we hold on file at the end of April. If you haven't received your tax certificate or need a certificate for an account that earned less than $20.00 of interest, please contact us.