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Documents & forms
Follow the links below to download the documents and forms for your membership.
Annual reports
2020 Annual report
2019 Annual report
2018 Annual report
2017 Annual report
2016 Annual report
2015 Annual report
2014 Annual report
2013 Annual report
2012 Annual report
2011 Annual report
2010 Annual report
Addendum to 2009 Annual report
2009 Annual report
2008 Annual report
2007 Annual report
Fund information
Westpac Moderate Balanced Fund Update 30 June 2018
Westpac Moderate Balanced Fund Update 30 June 2017
Westpac Cash Fund Update 30 June 2018
Westpac Cash Fund Update 30 June 2017
Westpac Defensive Fund Update 30 June 2018
Westpac Defensive Fund Update 30 June 2017
Westpac Growth Fund Update 30 June 2018
Westpac Growth Fund Update 30 June 2017
Westpac High Growth Fund Update 30 June 2018
Westpac High Growth Fund Update 30 June 2017
Fund update
Westpac Cash Fund Update 30 June 2020
Westpac Defensive Fund Update 30 June 2020
Westpac Growth Fund Update 30 June 2020
Westpac High Growth Fund Update 30 June 2020
Westpac Moderate Balanced Fund Update 30 June 2020
Westpac Cash Fund Update 30 June 2019
Westpac Defensive Fund Update 30 June 2019
Westpac Growth Fund Update 30 June 2019
Westpac High Growth Fund Update 30 June 2019
Westpac Moderate Balanced Fund Update 30 June 2019
Member booklets
Westpac Member Booklet
Member forms
In Tandem Insurance Personal Statement
Nomination of beneficiary form
Direct debit form
Gold term cover application form
Continuation beneficiary application
Savings Suspension Request (for those who have been Scheme members for LESS than 12 months)
In-Tandem Contributions Option Change Request form (for those who have been Scheme members for 12 months or MORE)
Hardship withdrawal application form
In-Tandem Combo Option contribution form - Casual staff
First home withdrawal form
First Home Withdrawal – Frequently Asked Questions & Answers
Second chance home withdrawal form
In-Tandem Combo Option contribution form - Management staff
In-Tandem Combo Option contribution form - Pre-Management staff
Investment fund change request
KiwiSaver deduction form (KS2)
KiwiSaver savings suspension request form (KS6)
Statement of claim form
Leaving Employment Form
Newsletters
Westpac New Zealand Staff Superannuation Scheme Newsletter – November 2020
Westpac New Zealand Staff Superannuation Scheme Newsletter – July 2020
Westpac New Zealand Staff Superannuation Scheme Newsletter – March 2020
Westpac New Zealand Staff Superannuation Scheme Newsletter – October 2019
Westpac New Zealand Staff Superannuation Scheme Newsletter – March 2019
Westpac New Zealand Staff Superannuation Scheme Newsletter - December 2018
Westpac New Zealand Staff Superannuation Scheme Newsletter - June 2018
Westpac New Zealand Staff Superannuation Scheme Newsletter - February 2018
Westpac New Zealand Staff Superannuation Scheme Newsletter - November 2017
Westpac New Zealand Staff Superannuation Scheme Newsletter - March 2017
Westpac New Zealand Staff Superannuation Scheme Newsletter - December 2016
Westpac New Zealand Staff Superannuation Scheme Newsletter - June 2016
Westpac New Zealand Staff Superannuation Scheme Newsletter - March 2016
Westpac New Zealand Staff Superannuation Scheme Newsletter - August 2015
Westpac New Zealand Staff Superannuation Scheme Newsletter - June 2015
Westpac New Zealand Staff Superannuation Scheme Newsletter - March 2015
Policies and procedures
Complaints procedure
Crediting Rate Policy Document
Ethical Investment Policy
Statement of Investment Policy and Objectives
Product disclosure statement and Other material information
Product Disclosure Statement
Additional Benefit
Conflict Of Interest
Contributing - Additional Information
Fees And Other Charges
Glossary
Market Indices/Peer Group Indices
Material Contracts Summary
New Zealand Income Tax
Risks
Who is involved and how can the Scheme be changed ?
Withdrawals - Additional Information