Additional disclosure

Superannuation and investments

• BT, Asgard and Advance important notice (PDF)
• BT Funds Management Limited
  • RSE: Asgard Independence Plan Division Two
• Westpac Financial Services Limited
  
• Notices pertaining to Westpac Financial Services Ltd:
  
  • Proxy Voting Record - other investment options
  • Notice of election into a new tax regime
  • June 30 2017 - Notice of election to reduce the maximum period for providing exit statements
  • June 30 2017 - List of funds affected by the notice of election changes

Important Notice:
Advance Asset Management Limited (AAML). The sale of AAML to Mercer (Australia) Pty Limited (Mercer) was completed on 1 April 2023. This means that AAML managed fund holdings, balances, investor details and any applicable adviser details have transitioned to Mercer. Learn more about the sale.

Insurance

Annual Reports 2021
• Westpac Life Insurance Services Limited - Annual Report 2021 (PDF)

Annual Reports 2020
• Westpac Life Insurance Services Limited - Annual Report 2019 (PDF)
• Westpac General Insurance Limited - Annual Report 2019 (PDF)
• Westpac Lenders Mortgage Insurance Limited - Annual Report 2019 (PDF)

Annual Reports 2019
• Westpac Life Insurance Services Limited - Annual Report 2019 (PDF)
• Westpac General Insurance Limited - Annual Report 2019 (PDF)
• Westpac Lenders Mortgage Insurance Limited - Annual Report 2019 (PDF)
• St.George Life Limited - Annual Report 2019 (PDF)

Annual Reports 2018
• Westpac Life Insurance Services Limited - Annual Report 2018 (PDF)
• Westpac General Insurance Limited - Annual Report 2018 (PDF)
• Westpac Lenders Mortgage Insurance Limited - Annual Report 2018 (PDF)
• St.George Life Limited - Annual Report 2018 (PDF)

Annual Reports 2017
• Westpac Life Insurance Services Limited - Annual Report 2017 (PDF)
• Westpac General Insurance Limited - Annual Report 2017 (PDF)
• Westpac Lenders Mortgage Insurance Limited - Annual Report 2017 (PDF)
• St.George Life Limited - Annual Report 2017 (PDF)