If you’re a representative of the estate of a friend or family member who has passed away and they held a Macquarie account, please notify us by following the steps below.
Our team is here to guide you through the process of managing the account(s). We acknowledge this is a difficult time and your welfare is important. If you're in need of extra support, we have compiled a list of external support organisations you can contact.
Please email clientservicesupport@macquarie.com with the below details and we’ll be in touch with the next steps:
If you have all the above documents please see below additional information required to manage the estate, for account specific information we may need to finalise the account.
If a solicitor or another representative is involved in assisting with finalising the estate, please have them email us with a letter of representation, stating that they’re acting on behalf of the estate. Please provide details of the deceased as listed above along with a certified copy of death certificate.
To access specific account information, based on your relationship with them, please send us certified copies of the following documents. For more information please review our certification requirements.
Please provide the following
Please provide the following
Please provide the following
Information can only be shared with:
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
When we receive notification of someone passing, we’re required to act on the instructions provided from the person named in the Grant of Probate or Letters of Administration.
Once we have the certified death certificate, we’ll refund any applicable fees and charges to the deceased’s account from date of death.
Once we’ve received the requested documents allowing us to share account-specific information with you, we’ll email you with the next steps.
Depending on the type of account, further requirements and options you may have are listed below.
For all documentary requirements of the different account structures on CMA please refer to Deceased Estates checklist Macquarie Cash Management Account.
For all documentary requirements related to Wrap accounts (Investment, superannuation, and pension) please refer to Macquarie Wrap Deceased Estates checklist.
For superannuation and pension accounts, please notify the relevant insurance provider of the policy holder’s passing.
Reversionary pension nomination (pension only)
The person nominated as a reversionary beneficiary will receive the death benefit as a pension though can elect to receive the benefit as a lump sum after the pension has reverted to them.
Non-lapsing death benefit nomination held on the account
The person(s) nominated as beneficiary can elect to receive the benefit as a lump sum payment, by commencing a death benefit pension or a combination of both. We can only pay the death benefit as a pension if, at the time of death, the recipient is either:
A nominated child over the age of 18, that isn't financially dependent or has a qualifying disability, can only take their benefit as a lump sum.
For beneficiaries that were in an interdependency relationship with the deceased or financially dependent on the deceased, please complete the Information Request for Interdependency Relationships form and provide the additional supporting documentation to be reviewed by Trustee before the benefit payment can assessed.
To action the options for these accounts, we require the following documentation:
Benefits to be taken as death benefit income stream
We’ll also need:
Benefits to be taken as a lump sum
No Nomination or Nomination to the estate
Place account under executor administration
To place the account under executor administration we’ll need each executor to complete the following, along with the minimum documentary requirements found in the section Who and what information is required to access the accounts?:
Close the account/s
To close an account(s) of someone who has passed away, please complete the following along with the minimum documentary requirements found in the section Who and what information is required to access the accounts?:
A joint account holder can continue to use the account. Please know, statements will continue to be sent with all current account holders’ names. Alternatively, the names on the account can be updated, please send a certified copy of the death certificate and written request to update the names on the account. There are times where we may require further documentation, especially if a new account is required. If this is the case, we’ll contact you.
For home loans
To update the certificate of title*, depending on the names on the title, we may need one of the following documents, which can be provided by the solicitor assisting with the changes or the relevant state’s lands title office:
* A current fee of $395 is charged to update the certificate of title.
Please provide the following
If appointing a replacement individual as trustee, we’ll also need:
If a new corporate trustee is being appointed, we’ll also need:
When a company director has passed away, and a company account needs updating, please email the below documents:
If a new office holder is to be appointed, we’ll also need:
