If a member of a trust or ‘trustee’ has passed away, you may wish to close down any trusts that they were a part of (e.g. self-managed super fund, retirement fund or family trust). To close down a CommSec account owned by a trust, please send us instruction with a certified¹ copy of the Death certificate² along with a certified copy¹ of the most recent trust deed (a legal document setting out rules for establishing and operating the fund).

Please email the documentation to commsecestatesmanagement@cba.com.au or post to CommSec estates management, Locked bag 22, Australia Square, NSW 1215.

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. 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.
2. 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.