View and print forms

At BankSA we want to help you make your application and manage your loan quickly and easily. So, we have provided the forms you are most likely to need, on-line, so you can print and complete them any time of the day or night.

Applying for a BankSA Margin Loan

Before completing and submitting an application form to us, please make sure that you read the BankSA Margin Lending - Margin Loan Product Disclosure Statement, BankSA Margin Lending Financial Services Guide, and the CHESS explanation, Supplementary risk disclosure statement and the Facility Agreement which are contained in the Online Margin Loan Application (PDF 1.4mb).

As of 1 July 2019 some terms in our facility agreement have been amended to accommodate the introduction of the Banking Code of Practice and to comply with Unfair Contract Terms legislation.

1. Banking Code of Practice: The Banking Code of Practice (the 'Code') is a set of obligations developed by the banking industry to ensure we meet the community's expectations and deliver great service to our clients. The Code holds us to account. The 2019 version of the Code came into effect on 1 July 2019. The Code applies to individual and small business customers, and their individual guarantors.

2. Unfair Contract Terms: As part of our focus to continually improve the products and services we provide to our customers, we have reviewed our contracts and updated the existing unfair contract term protections for consumers and small business.

BankSA Margin Lending Application Form (PDF 1.4mb)
Download, complete and return this form to apply for a BankSA Margin Lending facility. If you need assistance completing this form, please contact our Account Management team on 1300 305 172, Monday to Friday (8am to 5pm, Sydney time).

Refinance Authority (PDF, 187KB)
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to BankSA Margin Lending.

Third Party Security Provider (PDF, 284KB)
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Savings Gearing Loan Application Form (PDF, 69KB)
If you have an existing BankSA Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan.

Managed Funds Investment Form (PDF, 126KB)
Complete this form to make a new or subsequent contribution towards your managed funds investment.

Cash Management Account Terms and Conditions (PDF, 100KB)
Please ensure you read these Terms and Conditions before you apply for a Cash Management Account. These Terms and Conditions contain updated unfair contract term protection for consumers and small business.

Cash Management Account Form (PDF, 91KB)
Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees Pty Limited, a wholly owned subsidiary of Westpac Banking Corporation.

To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.

Lodging your Security

Managed Fund Standard Transfer Form (PDF, 134KB)
Provide Managed Funds as security for your Margin Lending Account.

Share Transfer Request (PDF, 739KB)
Use this form to lodge OR release shares to/from a BankSA Margin Loan Facility. This includes lodging or releasing third party security.

Off Market Transfer Form (PDF, 114Kb)
Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership.

To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.

Other Forms

Fixed Interest Rate Request
Complete and submit a Fixed Interest Rate request online.

Fixed Loan (PDF, 747KB)
If you wish to fix your loan and prepay your interest complete and sign this form.

Break costs fact sheet (PDF, 120KB)
We recommend you read this prior to entering into a fixed interest rate contract.

Credit Limit Variation Request (PDF, 164KB)
Use this form to apply for a credit limit increase or decrease, or where BankSA Margin Lending has requested an updated financial assessment from you.

Statement of Position (PDF, 135KB)
You will need to complete this form if you wish to write call options using your margin loan facility. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.

Managed Fund Redemption Request (PDF, 175KB)
Complete and return this form if you wish to sell part or all your managed fund investment(s).

Drawdown Request (PDF, 68KB)
Use this form to arrange cash withdrawals from your Margin Lending facility.

Direct Debit/Direct Credit Request (PDF, 103KB)
Use this form to enable BankSA 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, a one-off debit, or regular debits.

Update my details (PDF, 110KB)
Please use this form to ensure we have the correct and most up-to-date contact details for you.

Authorised Representative Form (PDF 172kb)
Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility, or, if you wish to change/revoke this authority.

Nominated Adviser Form (PDF 187kb)
Complete this form to add/change or remove an adviser on your current margin loan facility.

Account Closure Form (PDF,113KB)
Complete this form if you wish to terminate your margin loan account with us.