If you’re a representative of the estate of a friend or family member who has passed away and they held a Macquarie Cash Management Account (CMA), please notify us as soon as you can. You can find information on how to notify us.
This checklist can help you prepare the necessary documents to ensure this process runs as smoothly as possible.
Where a certified copy is required, please review our certification requirements.
For accounts held in a client’s individual name, we can only accept instructions from the executor, who must first be appointed as the authorised signatory on the account.
Please provide the following:
Depending on the executor's instruction, we'll also need the following:
We need a Third Party Authority form completed by each executor indicating signing instructions on the account.
We need a Deceased Estates Withdrawal form or written request signed by all executors. This must contain account details of where to transfer funds to: account name, BSB and account number.
A joint account holder can continue to use the account as usual. For accounts held in joint names, we can only accept instructions from the surviving account holder or their representative.
If all account holder/s are deceased, please follow the process for Individual account.
Please note, statements will continue to be sent with all current account holders’ names. Alternatively, the names on the account can be updated to the surviving account holder/s by providing the certified copy of death certificate or certified copy of Grant of Probate.
All accounts will be updated to surviving account holder/s unless a written request is submitted outlining account details to remain in joint names.
Please provide the following:
Please provide the following:
Please note, an SMSF with individual trustees must have at least two trustees linked unless a corporate trustee is appointed.
Depending on the Trust, please submit instructions advising whether a new trustee will be appointed or to remove deceased trustee only along with the relevant documents below.
Please provide the following:
Please provide the following:
Please provide the following:
Please provide the following:
Please provide the following:
Please provide the following:
Please provide the following:
The quickest way for you to provide these documents to us is via email. Please email copies of the requested certified documents to clientservicesupport@macquarie.com.
If you have one, please quote the DEC reference number from any email correspondence. Alternatively, you can send them via post.
Deceased Estates
GPO Box 2520
Sydney, NSW, 2001
