Changing signatory on an account

To update the director and/or beneficial owners on a company account, you first need to ensure ASIC has been notified of the change. Then you’ll need to upload the following documents via Request Centre:

1. An ASIC extract that confirms the new director/s for the company. You can contact ASIC for a copy of the ASIC extract.
2. A completed Change of Director/Beneficial Owner Form
3. A certified copy of ID of the new director and/or beneficial owner (e.g. Australian driver’s license or passport)

Please note that certification must be within the last 2 years. For certification requirements, see Verifying your identity via certified documents in Personal Help Centre.

The requirements to add a new trustee depend on whether the new trustee is:

• an individual trustee
• a corporate trustee

To change the controlling signatories, you need to provide the following documents via Request Centre:

1. A completed Individual Third Party Authority form
2. A copy of meeting minutes signed by at least 2 of the current signatories. These minutes must confirm:
   • removal of old signatories
   • appointment of new signatories
   • the new signatories’ roles
   • signing instructions for the account.

If the controlling signatories are new Macquarie clients, you also need to provide the following documents via Request Centre:

1. A completed Macquarie Individual and Sole Traders Identification form
2. A certified copy of ID for the new controlling signatories.

Please note that certification must be within the last 2 years. For certification requirements, see Verifying your identity via certified documents in Personal Help Centre.

If the signatories are no longer available to sign, please obtain a formal delegation authority document on behalf of the organisation. This is typically available for larger associations.