Guide to completing CMA third party authority forms

For information about the authority levels, Authorised Signatory and Enquiry Authority, please view Set up third party authority for Cash Management Account.

Please provide your account number and account name in this section.

Section 2A – Authority being appointed and the signing instructions required

Please note the account holder must complete this section.

Section 2B – Role being appointed and additional documents required

This section is used to appoint additional individuals to an account with different authority types, such as an Attorney and Director.

Section 2C – Third party details

The third party appointed to the account is required to complete this section and provide all requested details.

If the third party is an existing Macquarie client, please provide their full name, date of birth and Macquarie ID.  

Section 2D – Individual declaration

The third party appointed on the account must sign the bottom of Section 2D. To ensure the signature meets our requirements, please see the section on ‘Signature requirements’ in this guide.

Additional step for an Authorised Signatory that’s not an existing client

To satisfy regulatory requirements, we‘re required to collect tax information and verify the identity of the third party that is not an existing client. The third party must submit one of the following forms:

• The Individual and Sole Traders ID form - If you’re submitting this form, please attach certified copies of identification. All identification documents must have been certified within the last 12 months.
• The Individual FSC form – completed by a licensed financial services professional.

Complete this section if you‘d like to remove an existing third party authority from your account.

• Your request must be signed in accordance with your account’s existing signing instructions.
• To avoid delays, please attach a copy of the account holder(s) driver licence or passport, if not already provided.

To set up a Power of Attorney as a third party authority, you’ll need to provide the following additional documents:

• Certified copy of POA: Must be certified in the last 12 months.
• FSC form: Ensure the tax declaration section is completed.
• Certified copy of ID: e.g. a driver licence or passport.
• Medical Certificate: If POA will take effect when client becomes incapacitated.
• Corporate power of attorney: Personal POA can be accepted for SMSF Corporate trustee.

Use this checklist to ensure you have completed all requirements for the appointment of a third party on your account.

Checklist for the account holder

• The correct account name and number have been provided in Section 1.
• You’ve indicated the level of authority you’re granting the third party in Section 2A.
• All account holders have signed Section 4 and provided us with a copy of their ID, if we don’t already have a valid copy on file.
• Section 4 has been signed in accordance with our acceptable signature requirements, and if the form has been signed with an electronic signature, the COC document has been attached.
• Either you or your financial adviser can submit this form, once it’s complete. If you submit the form via email, the email address that we receive the form from must match the email address we have on file.

Checklist for the third party authority

• Have you answered all questions in Section 2B?
• If you’re being appointed as an Authorised Signatory and aren’t an existing Macquarie client you must submit certified copies of identification, a Macquarie Individual identification form or an FSC form completed by a licensed financial services professional.
• Has Section 2C been signed in accordance with our acceptable signature requirements?

For information about the various authority levels that you can grant to a third party, please refer to Section 6 of this form or view ‘Set up third party authority for Cash Management Account’ in our Personal Help Centre.

Section 1 – Your Macquarie account details

Please provide your account number and account name in this section.

Section 2 – Appointment of a financial services company

This section is to be completed by the account holder.

This section is used to appoint a company or other third party firm (e.g. a financial advisory firm, stockbroking firm, accounting firm or administrator).

Please ensure that the company name and company code (if known) are listed in this section. Please also ensure you tick the level of authority you would like the company to have on your account.

If you’re replacing a primary financial services company on the applicable cash account, please go to section 4.

Section 3 – Appointment of a financial services professional

This section is to be completed by the account holder. It is used to appoint the applicable financial services professional (e.g. a financial adviser or accountant) to have access to your account.

Please ensure the full name and company name are completed. Where available, please provide the company (dealer) code and representative (adviser) code that are to be appointed on this account.

If you’re replacing a primary financial services professional on the applicable cash account, please go to section 4. This form cannot be used to replace a primary financial services professional for a Wrap account. If you'd like to do this, please fill out the Macquarie Wrap Change of Account Details form.

Section 4 – Would you like to cancel a Third Party Authority or company access?

Complete this section if you would like to remove an existing third party authority from your account.

Section 5 – Declaration and signature of account holders

• Your request must be signed in accordance with your account’s existing signing instructions.
• To avoid delays, please attach a copy of the account holder(s) driver licence or passport, if not already provided.