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 Business Savings Account

Authority to transact (limited to a Power of Attorney, and only on a case-by-case basis)

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 give us a call on the relevant number below:

  • Macquarie Transaction and Savings Account: 133 174 (+61 2 8245 4470), 24/7
  • Macquarie Business Savings Account: 133 174 (+61 2 8245 4470), 8am to 7pm (Sydney time) Monday to Friday
  • Macquarie Cash Management Account: 1800 806 310 (+61 7 3233 8111), 8am to 7pm (Sydney time) Monday to Friday
  • Macquarie Term Deposit: 1300 739 980 (+61 7 3233 8109), 8am to 7pm (Sydney time) Monday to Friday
  • Macquarie Credit Card: 1300 150 300 (+61 2 8232 1684), 24/7
  • Macquarie Home Loan: 1800 007 722 (+61 2 8245 4383), 9am to 5pm (Sydney time) Monday to Friday
  • Macquarie Car Loan: 1300 368 908 (+61 2 8245 6624), 9am to 5pm (Sydney time) Monday to Friday
  • Macquarie Wrap: Contact your financial adviser or call 1800 025 063 (+61 2 8245 4250), 9am to 5pm (Sydney time) Monday to Friday
  • Macquarie Vision: Contact your financial adviser or call 1800 510 562, 8am to 7pm (Sydney time) Monday to Friday
  • Macquarie Online Trading: 1800 806 310 (+61 7 3233 8111), 8am to 7pm (Sydney time) Monday to Friday.

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.

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.

Chat to us on Adviser Online

Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).

Resolve a complaint

Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it. 

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