You can provide authority to access your accounts to people in your life such as your partner, a family member or a financial intermediary like a financial adviser or an accountant. Different levels of third party account authorities are available, depending on the account you hold. They’re all outlined in the list below.
It’s important to remember that third party authorities allow significant access to your account(s) that would normally be limited to you and/or other account holder(s) only. For your protection, you may need to make further enquiries to understand the scope and powers provided under third party authorities before allowing such access.
To set up third party authority for an account, download and complete the relevant form, then return it to us via the details shown on the form. In some situations, we need to identify the third party so extra documentation will be required from them; this is explained on each form too.
Third party authority forms
| Account type(s) | Authority level(s) | Form |
|---|---|---|
Macquarie Transaction and Savings Account | View and enquiry access only | Macquarie Transactions and Savings Account Third Party Authority Form |
Macquarie Business Savings Account | Authority to transact (limited to a Power of Attorney, and only on a case-by-case basis) | Macquarie Transactions and Savings Account Third Party Authority Form |
Macquarie Cash Management Account Macquarie Wrap Cash Account Macquarie Term Deposit |
| |
| Macquarie Credit Card |
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Macquarie Home Loan | View and enquiry access only | |
Macquarie Online Trading |
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Macquarie Car Loan | View and enquiry access only |