Set up third party authority for Cash Management Account

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. Please refer to our terms and conditions for the definitions and what they’ll be authorised to do.

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 want 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 your account, please complete the relevant form below and return it to us via the details shown on the form:

• Individual Third Party Authority form – for granting individuals with view access or appointing a new director, power of attorney, trustee, guardian/administrator or executor as authorised signatories
• Financial Services Professional or Company Third Party Authority form – for granting a financial adviser, accountant, stockbroker or SMSF administrator to view or operate the account.

In some situations extra documentation will be required from them; this is explained on the form. For more information, please read ‘Guide to completing CMA Third Party Authority forms’ in our Personal Help Centre.