Changing signatory on an account

To update the director 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 Individual Third Party Authority form
3. A certified copy of ID of the new director (e.g. Australian driver’s license or passport)
4. A completed Macquarie Individual and Sole Traders Identification form for the new director
5. If the beneficial owners have changed, we’ll also require a completed Beneficial Owner Identification form

Please note that certification must be within the last 12 months. 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 12 months. 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.