Set up a third party authority

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 Cash Management Account

Macquarie Wrap Cash Account

Macquarie Term Deposit

  • View and enquiry
  • Financial Services Debit Authority
  • Transact
  • Authorise government/tax payments
  • General Withdraw authority
  • Authorised signatory authority
Macquarie Credit Card
  • Enquiry (Authorised Representative)
  • Transact (Additional Cardholder)

Macquarie Home Loan

View and enquiry access only

Home Loan Third Party Authority Form

Macquarie Online Trading

  • View and enquiry
  • Transact

Macquarie Car Loan

View and enquiry access only

Car Loan Third Party Authority

Remove a third party from an account

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.

Add a power of attorney (POA)

Macquarie home loan account

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

Certification requirements 

Please note that certification must be within the last 12 months. A full list of persons qualified to certify your copies can be found on the attached Home Loan Identification form.

Macquarie transaction and savings accounts

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

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

Certification requirements 

Please note certification must:

  • Include the certifier's name, signature, date & title (e.g. financial adviser, judge, magistrate, justice of the peace, chartered accountant or police officer). A certified copy is required as this is a legally executed document which appoints a person to act as a legal personal representative.
  • Have been certified within the last 12 months, at the time of acceptance by us.

Macquarie Business Savings Account

You can add a power of attorney (POA), or enduring power of attorney (EPOA) to your Macquarie business savings account by completing and returning the following documents to digitalbusiness@macquarie.com

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

Certification requirements

Please note certification must:

  • Include the certifier’s name, signature, date & title (e.g. financial adviser, judge, magistrate, justice of the peace, chartered accountant or police officer). A certified copy is required as this is a legally executed document which appoints a person to act as a legal personal representative.

Have been certified within the last 12 months, at the time of acceptance by us.

Need a Macquarie Cash Management Account?

Customers who hold a POA or EPOA may be interested in finding out more about our Cash Management Account (CMA).

Our CMA has established processes for an E/POA to open and operate the account.

Start a live chat

Log in to Macquarie Online Banking or the Macquarie Mobile Banking app and chat with a consultant in real time, Monday to Friday, 9am to 5pm Sydney time (excluding public holidays).

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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