In this event, the documentation we require depends on the amount of ‘holdings’ (assets) in their account.

For holdings of less than $25,000, we require notification of the customer’s passing from an Administrator¹ or the Next of kin². We will review the account and let you know what you need to do next.

Where the deceased has over $25,000 in holdings, we require a Letter of administration³ in place of a will⁴.

Please send these details to commsecestatesmanagement@cba.com.au with the relevant account name and number (if known), your contact details and information about your relationship to the deceased.

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 7pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au

For more information on CommSec estate management, please click here.

Important information

1. An administrator is the person/s appointed by the court in the event of no will. A will is a legal document in which a person specifies how they wish their estate to be distributed after their passing.
2. Next of kin is the deceased person's closest living relative or relatives.
3. A Letter of administration is a document granted by the Supreme Court, giving authority to an administrator to collect and distribute the assets of the estate in the absence of a valid will.
4. The Last will and testament (will) is a legal document in which a person specifies how they wish their estate to be distributed after their passing.