How do I manage the estate of a deceased CommSec customer who held an account in a company name?
Company accounts require different measures when it comes to estate management. In the event that a director of a company with a CommSec account in its name passes, you will need to:
- Contact ASIC to update their company information.
- Once this has been done, please contact us using the email or phone details listed below.
- Have a certified copy of the Death Certificate nearby, as we will request it once you get in contact with us.
- Update the director details on your CommSec trading account(s).*
Once completed, please send us the form and a certified copy of the new director’s identification (passport or driver’s license) to commsecestatesmanagement@cba.com.au. Alternatively, you can post it to CommSec Estates Management, Locked Bag 22, Australia Square, NSW 1215.
*Important Information
To add a new director to the company, you must complete an Additional Authority Form.
Need help understanding some of the key words we used in this article?
Familiarise yourself with these words below:
| Technical term | Definition |
|---|---|
|
Certified copy of a document |
A certified document must include the statement “I certify that this is a true copy of the original document” and include the full name, signature, date or certification and qualification/occupation of the certifier. |
|
Death Certificate |
A Death Certificate is an official document issued by the Registry of Births, Deaths and Marriages containing the information registered when someone passes away, including the date, place and cause of death. |
We're here to help
If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 6pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au.
