Cash Advance Request (PDF 212 KB)
Use this form to advance funds out of your BT Margin Loan. Alternatively, log into BT Online (opens in a new window) or call Customer Relations on 1800 816 222.
Direct Debit/Direct Credit Request (PDF 75 KB)
Use this form to enable BT Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, regular gearing contributions, a one-off debit, or regular debits.
Managed Funds Transaction Form (PDF 165 KB)
Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling regular gearing.
Please note: New regular gearing arrangements can no longer be established.
Terms and Conditions for the BT IGCMA. These Terms and Conditions contain updated unfair contract term protection for consumers and small business.
Fix your BT Margin Loan interest rate using our online form.
Request a Fixed Interest Rate (PDF 269 KB)
Fix your BT Margin Loan interest rate by downloading our PDF form.
Break costs fact sheet (PDF 180 KB)
We recommend you read this prior to entering into a fixed interest rate contract.
Share Transfer Request (PDF 195 KB)
Use this form to lodge OR release shares to/from a BT Margin Loan Facility. This includes lodging or releasing third party security.
Lodge Managed Funds (PDF 647 KB)
Use the Australian Standard Transfer Form (ASTF) to lodge managed funds as security on your margin loan. This includes lodging third party security. Completed forms must be returned by post and not faxed.
Complete Section A of this form to use your existing BT Margin Lending account to settle trades placed on your Westpac Share Trading account.
Australian Standard Transfer Form (PDF 141 KB)
Transfer the legal ownership of a managed fund or listed security.
Loan Refinance Form (PDF 113 KB)
Use this form to transfer your existing margin loan with another provider to BT Margin Lending, for either a full or partial refinance.
Third Party Security Provider Application Form (PDF 147 KB)
Use this form when security on a BT Margin Loan Facility is being provided (owned) by someone other than the borrower.
Credit Limit Variation Request (PDF 190 KB)
Use this form to apply for a credit limit increase or decrease, or where BT Margin Lending has requested an updated financial assessment from you.
Use this form to apply for a credit limit increase or decrease, or where BT Margin Lending has requested an updated financial assessment from you.
Loan Repayment Form (PDF 111 KB)
This form is used to payout and/or terminate your BT Margin Loan.
Contact Details Amendments (PDF 61 KB)
Use this form to add or amend the contact details or name of a borrower, third party security provider or guarantor.
Alternatively, log into BT Online (opens in a new window).
Nominated Financial Adviser Form (PDF 227 KB)
Complete this form to add/change or remove a financial adviser on your current margin loan facility. Complete this form with your financial adviser.
Authorised Representative (PDF 229 kB)
Use this form to appoint someone to operate your account on your behalf.
Proof of Identification Guide (PDF 195 KB)
Use this guide when a borrower, guarantor or authorised representative on a BT Margin Loan Facility needs to be identified as part of the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Act 2006. This is usually required where any of these parties are not existing Westpac customers.
Applicants of a new BT Margin Loan who reside in Tasmania must complete this form in addition to the BT Margin Lending Application Form.
Use this form to register as a new adviser with BT Margin Lending or to transfer a single BT Margin Lending client/multiple clients between BT Margin Lending Advisers.
SMA - Additional investment form (PDF 111 KB)
Use this form to make additional investments into your geared SMA account.
SMA - Contact detail amendment form (PDF 78 KB)
Use this form to amend the contact details for your BT Margin Loan and/or your geared SMA account.
SMA - Investment and loan termination form (PDF 341 KB)
Use this form to de-link, repay and/or terminate your SMA account and your BT Margin Loan.
SMA - Partial redemption form (PDF 166 KB)
Use this form to partially sell investments in your SMA Account.
SMA - Authority to link form (PDF 142 kB)
Use this form to link a SMA account to a BT Margin Loan. This form must be completed and returned with your BT Margin Loan application form.
SMA - Lodging shares form (PDF 158 KB)
Use this form to transfer additional shares into your geared SMA account only.
SMA - Holding lock form (PDF 156 KB)
Use this form to place a holding lock on particular stock in your geared SMA account.
SMA - Investment portfolio adjustment form (PDF 201 KB)
Use this form to make amendments to your geared SMA account portfolio weightings and distribution option.
SMA - change of bank details form (PDF 165 KB)
Use this form to change your bank details.