Setting up third party authority for your accounts

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.

If you need to remove a third party from your account, you can complete the relevant third party authority form. For urgent requests, including who has authority on your accounts, you can contact us via live chat.

You can add a power of attorney to your home loan by completing and returning the following documents to mortgages@macquarie.com: 

• A completed and signed Power of Attorney (POA) form
• A certified copy of the whole Power of Attorney document
• A completed and signed Home Loan Identification form
• A certified copy of ID of the Power of Attorney.

Certification requirements 

Please note that certification must be within the last 12 months. For full certification requirements, see Verifying your identity via certified documents.

You can add a power of attorney (POA) or enduring power of attorney (EPOA) to your Transaction or Savings Account by completing and returning the following documents to transact@macquarie.com:

• A completed and signed Executor/Power of Attorney (POA) form
• A certified copy of the whole Power of Attorney document

If the POA or EPOA is new to Macquarie we'll also require the following:

• A completed and signed  Macquarie Individual Identification form
• A certified copy of ID of the Power of Attorney

Certification requirements 

Please note that certification must be within the last 12 months. For full certification requirements, see Verifying your identity via certified documents.